The best tips, tricks and insights into how to use Pipedrive
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.
Pipedrive playbook template by Zimple is a tool intended to help you create and document your own best practices. The playbook will help both in setting up practical everyday use as well as specifying more versatile scenarios.