Edit and collaborate on office documents right within Pipedrive deals using ONLYOFFICE Docs.

ONLYOFFICE app allows working with office documents directly within the Pipedrive frontend. Create and upload text documents, spreadsheets, and presentations within your Pipedrive Deals. Just click the corresponding button in the ONLYOFFICE Documents section. To edit the created files, reach to the ONLYOFFICE Documents section and open the needed document by clicking the pencil icon. Everyone who has access to the deal can open the file for editing. You can also collaborate on documents in real time together with your colleagues.

To be able to work with office files within Pipedrive, you will need an instance of ONLYOFFICE Docs. You can install the self-hosted version of the editors or opt for ONLYOFFICE Docs Cloud which doesn't require downloading and installation. Then, you need to enter the name of the server with ONLYOFFICE Docs installed or the address of ONLYOFFICE Docs Cloud on the ONLYOFFICE app settings page within your Pipedrive.