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The app which enables the users to edit office documents from Pipedrive using ONLYOFFICE Docs, allows multiple users to collaborate in real time and to save back those changes to Pipedrive

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ONLYOFFICE/onlyoffice-pipedrive

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ONLYOFFICE App for Pipedrive

This app allows users to edit and collaborate on office documents right within Pipedrive deals using ONLYOFFICE Docs.

Installing ONLYOFFICE Docs

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.

Self-hosted editors

You can install free Community version of ONLYOFFICE Docs or scalable Enterprise Edition.

To install free Community version, use Docker (recommended) or follow these instructions for Debian, Ubuntu, or derivatives.

To install Enterprise Edition, follow the instructions here.

Community Edition vs Enterprise Edition comparison can be found here.

ONLYOFFICE Docs Cloud

To get ONLYOFFICE Docs Cloud, get started here.

App installation and configuration

You can add the ONLYOFFICE app from the Pipedrive App Marketplace.

Once done, go to the ONLYOFFICE app settings page (Tools and Integrations -> Marketplace apps -> ONLYOFFICE) and enter the name of the server with ONLYOFFICE Docs installed in the Document Server Address field.

Starting from version 7.2 of ONLYOFFICE Docs, JWT is enabled by default and the secret key is generated automatically to restrict the access to the editors and for security reasons and data integrity. You can specify your own Document Server Secret on the settings page. In the ONLYOFFICE Docs config file, specify the same secret key to enable the validation.

App usage

The app allows working with office documents directly within the Pipedrive frontend.

You can create and upload text documents, spreadsheets, and presentations within your Pipedrive Deals. Just click the corresponding button (Create or upload document) 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.

ONLYOFFICE Docs editions

Self-hosted ONLYOFFICE Docs is packaged as Document Server:

  • Community Edition (onlyoffice-documentserver package)
  • Enterprise Edition (onlyoffice-documentserver-ee package)

The table below will help you make the right choice.

Pricing and licensing Community Edition Enterprise Edition
Get it now Start Free Trial
Cost FREE Go to the pricing page
Simultaneous connections up to 20 maximum As in chosen pricing plan
Number of users up to 20 recommended As in chosen pricing plan
License GNU AGPL v.3 Proprietary
Support Community Edition Enterprise Edition
Documentation Help Center Help Center
Standard support GitHub or paid One year support included
Premium support Contact us Contact us
Services Community Edition Enterprise Edition
Conversion Service + +
Document Builder Service + +
Interface Community Edition Enterprise Edition
Tabbed interface + +
Dark theme + +
125%, 150%, 175%, 200% scaling + +
White Label - -
Integrated test example (node.js) + +
Mobile web editors - +*
Plugins & Macros Community Edition Enterprise Edition
Plugins + +
Macros + +
Collaborative capabilities Community Edition Enterprise Edition
Two co-editing modes + +
Comments + +
Built-in chat + +
Review and tracking changes + +
Display modes of tracking changes + +
Version history + +
Document Editor features Community Edition Enterprise Edition
Font and paragraph formatting + +
Object insertion + +
Adding Content control + +
Editing Content control + +
Layout tools + +
Table of contents + +
Navigation panel + +
Mail Merge + +
Comparing Documents + +
Spreadsheet Editor features Community Edition Enterprise Edition
Font and paragraph formatting + +
Object insertion + +
Functions, formulas, equations + +
Table templates + +
Pivot tables + +
Data validation + +
Conditional formatting + +
Sparklines + +
Sheet Views + +
Presentation Editor features Community Edition Enterprise Edition
Font and paragraph formatting + +
Object insertion + +
Transitions + +
Presenter mode + +
Notes + +
Form creator features Community Edition Enterprise Edition
Adding form fields + +
Form preview + +
Saving as PDF + +
Get it now Start Free Trial

* If supported by DMS.

Project info

Official website: www.onlyoffice.com

Code repository: github.com/ONLYOFFICE/onlyoffice-pipedrive

User feedback and support

In case of technical problems, the best way to get help is to submit your issues here. Alternatively, you can contact ONLYOFFICE team on forum.onlyoffice.com.

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The app which enables the users to edit office documents from Pipedrive using ONLYOFFICE Docs, allows multiple users to collaborate in real time and to save back those changes to Pipedrive

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