How manufacturing companies can tame their sales documents with OneNode for Pipedrive

The problem: document chaos in B2B sales

In manufacturing, the sales process is tightly tied to documentation:

• Sales engineers and reps exchange technical drawings and sales documents with customers
  
  
• Proposals go through several versions — often with different pricing or delivery timelines
  
  
• Contracts and NDAs are signed and then forgotten until it’s too late
  
  
• Purchase orders and delivery notes are stored somewhere “in the system”
  
  

Over time, this leads to version control issues, missed deadlines, and lost time chasing down files — especially when you need to quickly respond to a customer question or complaint.

The solution: OneNode, built inside Pipedrive

OneNode turns your Pipedrive CRM into a central hub for all deal-related documentation. Instead of building yet another system, it enhances the one you already use.

With OneNode, you can:

• Attach and categorize files or links (from Google Drive, SharePoint, Dropbox, or Pipedrive’s own storage)
  
  
• Link documents directly to a deal, organization, or contact
  
  
• Add metadata like contract types, product lines, expiration dates, and document status
  
  
• Filter and find documents later — across deals and time periods
  
  
• Group documents into folders (e.g. “Customer ABC > 2024 Project”) for easier navigation
  
  

Example 1: Managing long-term contracts and NDAs

Say you regularly sign long-term agreements or NDAs with clients. With OneNode, you can:

• Attach the PDF or URL to the deal or organization in Pipedrive
  
  
• Tag it with metadata like Contract Type = NDA and Valid Until = 2026-12-31
  
  
• Later, create a filtered view of “Contracts expiring in the next 6 months” and follow up before they lapse
  
  

No more surprises — and no more digging through old email threads.

Example 2: Keeping technical documents organized by customer

Imagine your team exchanges dozens of engineering drawings with a client for a custom-built machine. Those files often live in someone’s inbox or private folders — but what happens when the project is handed over or a new salesperson joins?

With OneNode, you:

• Link all documents to the organization or deal in Pipedrive
  
  
• Add metadata like Product Line = X-Series or Drawing Version = 2.3
  
  
• Instantly retrieve every technical document tied to that customer or product line, even years later
  
  

Example 3: Responding to customer complaints and delivery issues

Here’s where OneNode truly shines: making post-delivery conversations easier and clearer.

Let’s say a customer calls and says, “The equipment we received doesn’t match what we ordered.”

With OneNode, you can quickly:

• Open the customer’s page in Pipedrive
  
  
• Find the purchase order they sent
  
  
• Check the agreed scope and technical documentation
  
  
• See the delivery confirmation or packing list from your logistics team
  
  

In one place, you see what was promised, what was ordered, and what was delivered — giving you solid ground for any follow-up.

Example 4: Analyzing past activity and preparing for next quarter

OneNode also gives sales managers valuable insights into activity trends.

Need to know how many proposals were sent to customers in the construction industry last quarter?

• Filter documents by Document Type = Proposal
  
  
• Add a filter for Customer Segment = Construction and Created = Q1
  
  
• Done. You have a clear view of outreach by segment and time period
  
  

No spreadsheets needed.

Designed for sales teams, not just admins

Perhaps the best part? OneNode lives right inside Pipedrive — no switching tabs or learning new systems. Your sales reps can upload, find, and manage files exactly where they already work. And your team avoids the chaos of shared drives with no structure or version control.

Finally

If you’re in manufacturing and your sales process involves even a modest amount of documentation, OneNode can save hours each week, and even prevent costly mistakes. Whether it’s staying ahead of expiring contracts, understanding past deliveries, or organizing complex specs, OneNode helps you stay in control.

Because selling in manufacturing isn’t just about relationships — it’s also about what was agreed, what was delivered, and what you can prove. And OneNode helps you keep that proof, right where it belongs.