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RAW-Adding Documents - Price list use case



In this scenario, a media and advertising company needs to manage separate price lists for direct customers and media resellers.

1. Introduction

We'll demonstrate how they can quickly add a Pipedrive document containing one of the price lists, directly from the deal view


Introduction

2. 1) Create a Document Type

With OneNode, the admin sets up a document type called "Price List". This allows the team to categorize each document for easy retrieval and management.


1) Create a Document Type

3. 2) Create a Select Field Type

They also add a custom category field to classify price lists as "Standard" or "Discounted"


2) Create a Select Field Type

4. Identify OneNode's panel

From the Deal view, the user selects OneNode’s panel to upload the price list. If the panel isn’t visible, they can quickly customize their sidebar. Click below to learn how. Learn more 
Identify OneNode's panel

5. Click "Add document" and "Add from Pipedrive files"

The OneNode panel is as user friendly as it gets! Users can simply click on "Add document" and choose "Add from Pipedrive files." They can also upload a new file or add one via a link—just follow these steps.


Click 'Add document' and 'Add from Pipedrive files'

6. Select the file

Select the Pipedrive file that they would like to add
Select the file

7. Type the title

and add a Title.
Type the title

8. Select the Document Type

Next they can choose the type of document that they are adding, a Price List in this case.


Select the Document Type

9. Select the Category

And lastly, they are able to categorize the price list; this one is a Standard price list.


Select the Category

10. 1. Review document details

And that's it. The file has been added. But you might be wondering, how does this benefit users? Well first, the Eye icon let's you review the document details
1. Review document details

11. 2. Track changes

2. You can make and save edits to the document or review its History to track any changes made.


2. Track changes

3. No matter where you are in Pipedrive, users can locate documents quickly by using the Search tool—just type in the first few letters to be seconds away from the files you need.


3. Search

13. 4. Manage in folders

And finally, folders in OneNode let users organize deals linked to specific document types and fields, like all deals with a Standard price list, as shown here.


4. Manage in folders

This use case illustrated how OneNode can provide seamless document management for media companies, ensuring that price lists are always accessible and easy to locate.

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