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Floor plan Management -Setup 5 fields Real estate developers know how time-consuming it can be to share and track floor plans and property listings with potential clients. 1. Introduction In this guide, we'll show you how to setup and manage F...

You will always find OneNode on the upper right corner of your Pipedrive space, next to the quick help and sales assistant. OneNode Panel Once you click on OneNode's icon, the main panel will open.  If you are an Admin, you will also be able to see the Se...

Invite users to One Node This video shows how to invite users to install One Node 1. Open OneNode It's really simple. First, Open OneNode 2. Click on "Settings" Click on Settings to go to the admin panel ...

Create User Groups This guide will walk you through the process of creating user groups in OneNode 1. Open OneNode Maybe your organization requires that certain types of documents are viewed only by specific user teams ...

Think of Fields as the properties or search criteria that sales teams commonly use to locate documents. As covered in the Quick Set up and Creating  Document types sections, you can create Document Types by defining at least one Field. Field types Field typ...

"Single Select" type example This video will walk you through creating a "Single Select" field type in OneNode for Pipedrive. 1. Introduction Imagine an organization where Invoices, Proposals, and Price Lists are the three most commonly used t...

"Price List" Document type example This video shows how to create Document types in OneNode for Pipedrive 1. Build your document structure Think of an organization where Invoices, Contracts, and Price Lists are the three most commonly used t...

"Proposal" Document type example This guide navigates OneNode admins through the process of creating a "Proposal" document type 1. Open OneNode Start by accessing the main OneNode panel 2. Click on "Settings" And click on "Settings" ...

Every organization is unique, and each sales team has its own way of using Pipedrive.  To get started, as an Administrator or Sales Manager configuring OneNode, identify the key documents your team frequently searches for in or outside Pipedrive—whether in ot...

Please note that the first-time installation must be done by a Pipedrive global admin user. Read more here about Pipedrive's global permissions. 1. Go to: OneNode's installation page 2. Click "Install now" to start the installation. 3. Confirm and accept ...

Once created, Dynamic Folders can be easily managed and edited further.  Head to the Browse tab Select Manage Folders Click on the Pen Icon in front of the folder that you would like to edit Edit the folder Name, Description and Folder levels Click Save...

From Cloud storage, Pipedrive files, or upload new ones. Here is how you can easily add documents using OneNode, no matter if they are stored in the cloud or at a particular web link. 1. Open a deal, organization or person detail view...

OneNode's powerful Browsing tool Get ready to explore OneNode's game-changing Dynamic folder Browsing feature—a tool designed to transform the way you navigate and organize your Pipedrive documents like never before! 1. Introduction 2. Open ...

Quick tour of the In-app Installation From accessing the platform to advancing through the initial setup, this video is all you need to get started. 1. Open One Node Once you've installed OneNode from Pipedrive's MarketPlace, find it with your...

Check your Billing history and invoice details by navigating to the Subscription tab and selecting the Invoices on the left panel. If you have any questions about your Billing please contact support@theonenode.io

All payment and usage notifications will be sent to this email address. Ensure it is kept up to date! Go to Settings Select the Subscription tab Click on "Billing contact" on the left panel. Edit the details and click "Save"

Increasing the number of seats: Go to settings Select Subscription Click on "Plan" on the left panel Adjust the number of OneNode seats. Click "Save" Note that when the toggle is enabled, seats will be automatically assigned to users who have alrea...

OneNode's subscription renews every month. There is no action needed as long as the payment details are valid. If you cancel your subscription by mistake, or wish to reactivate it within the cancellation period (before the last billing cycle ends), simply fol...

After installation, make sure you follow the in-app guide to get started easily. 1. OneNode Admin users OneNode Settings can be managed by any Pipedrive admin after installation. OneNode admin users have the ability to configure General visibility settings,...

Creating Dynamic Folders  Explore OneNode's Dynamic Folder creation—a powerful tool that ensures you find exactly what you need, when you need it. 1. User Pain points Companies often wonder, which contracts are expiring in the next 3 months?, ...