The best tips, tricks and insights into how to use Pipedrive
Discover how manufacturing companies can streamline sales documentation in Pipedrive using OneNode. From technical files to contracts and delivery records, everything in one place.
If you use Pipedrive daily, you know how much time gets eaten up switching between apps, copying data, and triggering the same steps again and again. What if you could skip the friction and handle it all with a single click?
We’ve rounded up 20 of the most popular OneClick buttons that Pipedrive users rely on every day. Ready to get inspired?
Imagine you want to send a contract, open a document, or kick off a workflow – OneClick allows you to do that with a single press of a button. It saves time, reduces manual work, and helps avoid errors.
Create a first custom Document Type in seconds. Apply OneNode’s built-in templates to get started. Let your team search and find documents easily.
Not every customer journey follows the same pattern, and not every deal is ready for a feedback request at the same stage. By combining OneClick, Your Survey Platform, and Zapier, you ensure that your team is always in control of when and how they gather feedback, leading to smarter decisions and a better customer experience.
With OneNode, you can quickly browse all your customer documents and organize them into folders by category or other relevant information to you. In this post we demonstrate how easy it is!
Who hasn’t spent time searching for a specific document related to a customer? Contracts, quotes, project plans, invoices, complaints, and many other files are regularly dug out from the depths of folder structures. Now we have a solution: OneNode!
Combining Pipedrive with Zapier or Make will give you powerful automation possibilities. With OneClick you can control all your workflows with ease and get more out of your Pipedrive. Read more about OneClick!
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