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Document Structure Templates
Using Templates To make setup easier, OneNode offers ready-to-use templates with common sales do...
What is OneNode?
OneNode is a Pipedrive add-on designed by Zimple. Zimple is Pipedrive's most Innovative P...
6. Cancel subscription
If you wish to cancel OneNode's subscription you can do so by following these instructions. Howe...
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...
Creating Dynamic Folders
Creating Dynamic Folders Explore OneNode's Dynamic Folder creation—a powerful too...
Quick set up
After installation, make sure you follow the in-app guide to get started easily. 1. OneNode Admi...
7. Reactivate your subscription
OneNode's subscription renews every month. There is no action needed as long as the payment detai...
5. Adjusting Seats
Increasing the number of seats: Go to settings Select Subscription Click on "Plan" on the le...
3. Billing contact
All payment and usage notifications will be sent to this email address. Ensure it is kept up to d...
2. Payment method
Check and update OneNode's payment method at anytime by going to the Subscription tab and selecti...
4. Invoicing
Check your Billing history and invoice details by navigating to the Subscription tab and selectin...
Features and Benefits
Before OneNode, Pipedrive users needed to setup two-way integrations or implement complex documen...
Uninstall
To uninstall OneNode, please follow the steps below. Before proceeding, we’d love to hear from yo...
Folder Browsing
OneNode's powerful Browsing tool Get ready to explore OneNode's game-changing Dyna...
Deleting Folders
Once created, Dynamic Folders can be easily deleted Head to the Browse tab Select Manage Fold...
Getting started with One Node
Quick tour of the In-app Installation From accessing the platform to advancing thr...
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...
How to add documents
From Cloud storage, Pipedrive files, or upload new ones. Here is how you...