Adding documents

Price List use case

Here is how you can easily add documents to Pipedrive using OneNode.

1. Go to the OneNode panel

From the OneNode panel

2. Click "Settings"

Go to "Settings" and find out the type of documents that your organization has created

3. Click "Document Types"

Say your organization has different price lists, for example: standard or discounted; for partners and direct customers; or, in different currencies, or in different languages. So Price Lists are classified by category.

4. Click on "Fields"

So your Pipedrive admin has created a Document field Type called: "Price List Category" to distinguish Standard and Discounted Price List Documents

5. Close One Node Panel and switch to the Deal View

Let's go ahead and add a Price List. From the deal view, you can access OneNode directly on the left panel

6. Click "Add document"

When you click on the "Add document" field

7. Click "Add from Pipedrive files"

You will see three options. 1) You can add a price list from your Pipedrive files.

8. Go over the empty fields

And easily complete the details

9. Voila!

There you go! The document has been added!

10. Option 2.

Another way to add files is by Uploading them directly

11. Complete the fields

just let OneNode guide you to complete the document details.

12. Option 3.

But there's more! The easiest way to add a document from your Cloud storage or any other SaaS is by adding a URL.

13. Copy and Paste the URL

Simply copy and paste the URL

14. Complete the details

and fill in the rest of the details

15. The document has been added!

Here we go! you've now added a document that you and other users can access easily

16. Open One Node Panel

From now one, use OneNode's Browse and Search tool to find this document anytime.

Enjoy adding documents seamlessly to Pipedrive with OneNode. And we're only getting started! Add documents even easier and faster with a Chrome extension. Watch the next video to learn how.