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Smart OneNode file status for Google Drive
Companies using Google Drive get an even better usual help with OneNode. As you browse through y...
Adding documents with OneNode
Regardless of where your documents are stored, OneNode provides two convenient ways to add docume...
Add with a link
Adding a document with a link from the deal, organization or person view is as easy as copy-pasti...
Add from Pipedrive files
Adding documents to Pipedrive files is easy. Adding them to OneNode offers a whole new document ...
Upload a new file
Uploading a new file with OneNode is the easiest way to store and access your documents anytime. ...
7. Reactivate your subscription
OneNode's subscription renews every month. There is no action needed as long as the payment detai...
6. Cancel subscription
If you wish to cancel OneNode's subscription you can do so by following these instructions. Howe...
5. Adjusting Seats
Increasing the number of seats: Go to settings Select Subscription Click on "Plan" on the le...
4. Invoicing
Check your Billing history and invoice details by navigating to the Subscription tab and selectin...
1. Main subscription settings
OneNode subscription A company's OneNode first installation is not a subscription. It is a free...
Help guide Video Directory
A list and reference to all the videos contained in OneNode's Help Guide Knowlege Base 1. Getti...
Chrome extension Installation
Once you've installed OneNode from Pipedrive's marketplace it takes two seconds to Install OneNod...
Adding files with OneNode's Chrome Extension
Add cloud documents in seconds. This guide demonstrates just how simple it is t...
Features and Benefits
Before OneNode, Pipedrive users needed to setup two-way integrations or implement complex documen...
Create user groups
Define document visibility This guide will walk you through the proc...
Apply a built-in Document Type Template
Ramp up quickly using OneNode's "Contracts" Template. Watch how default fields and folders work ...
Document Structure Templates
Using Templates To make setup easier, OneNode offers ready-to-use templates with common sales do...
What are Document types?
Every organization is unique, and each sales team has its own way of using Pipedrive. To get st...
Creating Document Types
"Proposal" Document type example This guide navigates OneNode admins through the p...
Creating Document types
"Price List" Document type example This video shows how to create Document types...