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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...
What is OneNode?
OneNode is a Pipedrive add-on designed by Zimple. Zimple is Pipedrive's most Innovative P...
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...
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...
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...
How to add documents
From Cloud storage, Pipedrive files, or upload new ones. Here is how you...
Managing Folders
Once created, Dynamic Folders can be easily managed and edited further. Head to the Browse ta...
Deleting Documents- OneNode panel
From OneNode's panel Files can be permanently deleted from OneNode or from both On...
Deleting documents- detail view
From the detail view Files can be permanently deleted from OneNode or from bot...
Contact support
If you can't find answers to your questions, please reach out to support.
Can I restore files deleted from OneNode?
Be cautious when deleting a file from OneNode. While the file will still be available as a Pipedr...
Can I upload the same document to different detail views?
Yes, you can upload the same document to the Deal, Organization, and Person detail views. If you...