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Document Structure Templates

2. One Node Set up

Using Templates To make setup easier, OneNode offers ready-to-use templates with common sales do...

Updated 2 days ago by Beatriz Lopez

What is OneNode?

0. OneNode Overview

OneNode is a Pipedrive add-on designed by Zimple.  Zimple is Pipedrive's most Innovative P...

Updated 2 months ago by Beatriz Lopez

6. Cancel subscription

1. Getting Started Subscription management

If you wish to cancel OneNode's subscription you can do so by following these instructions. Howe...

Updated 2 months ago by Beatriz Lopez

1. Main subscription settings

1. Getting Started Subscription management

OneNode subscription A company's OneNode first installation is not a subscription.  It is a free...

Updated 2 months ago by Beatriz Lopez

Help guide Video Directory

Video Guides

A list and reference to all the videos contained in OneNode's Help Guide Knowlege Base 1. Getti...

Updated 2 months ago by Beatriz Lopez

Creating Dynamic Folders

4. Browsing

Creating Dynamic Folders  Explore OneNode's Dynamic Folder creation—a powerful too...

Updated 2 months ago by Beatriz Lopez

Quick set up

2. One Node Set up

After installation, make sure you follow the in-app guide to get started easily. 1. OneNode Admi...

Updated 2 months ago by Beatriz Lopez

7. Reactivate your subscription

1. Getting Started Subscription management

OneNode's subscription renews every month. There is no action needed as long as the payment detai...

Updated 2 months ago by Beatriz Lopez

5. Adjusting Seats

1. Getting Started Subscription management

Increasing the number of seats: Go to settings Select Subscription Click on "Plan" on the le...

Updated 2 months ago by Beatriz Lopez

3. Billing contact

1. Getting Started Subscription management

All payment and usage notifications will be sent to this email address. Ensure it is kept up to d...

Updated 2 months ago by Beatriz Lopez

2. Payment method

1. Getting Started Subscription management

Check and update OneNode's payment method at anytime by going to the Subscription tab and selecti...

Updated 2 months ago by Beatriz Lopez

4. Invoicing

1. Getting Started Subscription management

Check your Billing history and invoice details by navigating to the Subscription tab and selectin...

Updated 2 months ago by Beatriz Lopez

Features and Benefits

0. OneNode Overview

Before OneNode, Pipedrive users needed to setup two-way integrations or implement complex documen...

Updated 2 months ago by Beatriz Lopez

Uninstall

1. Getting Started

To uninstall OneNode, please follow the steps below. Before proceeding, we’d love to hear from yo...

Updated 2 months ago by Beatriz Lopez

Folder Browsing

4. Browsing

OneNode's powerful Browsing tool Get ready to explore OneNode's game-changing Dyna...

Updated 2 months ago by Beatriz Lopez

Deleting Folders

4. Browsing

Once created, Dynamic Folders can be easily deleted Head to the Browse tab Select Manage Fold...

Updated 2 months ago by Beatriz Lopez

Getting started with One Node

1. Getting Started

Quick tour of the In-app Installation From accessing the platform to advancing thr...

Updated 2 months ago by Beatriz Lopez

Creating Document Types

2. One Node Set up Creating Document Types

"Proposal" Document type example This guide navigates OneNode admins through the p...

Updated 3 months ago by Beatriz Lopez

Creating Document types

2. One Node Set up Creating Document Types

"Price List" Document type example This video shows how to create Document types...

Updated 3 months ago by Beatriz Lopez

How to add documents

3. Adding Documents Add documents from the Deal, Organizati...

From Cloud storage, Pipedrive files, or upload new ones. Here is how you...

Updated 3 months ago by Beatriz Lopez