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ONLYOFFICE DocSpace
ONLYOFFICE · Other use cases · Kostenpflichtig
Work with office files related to your Pipedrive Deals in ONLYOFFICE DocSpace rooms
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FEATURES · WAS DIE APP KANN
  • ONLYOFFICE DocSpace - Room — Easily access the DocSpace room associated with the corresponding deal to work together on office documents with other deal participants.
WETTBEWERB · OTHER USE CASES
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🤖 FEATURE-GAP · WO 20 % BESSER
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💰 MONETARISIERUNG · LOHNT DER NACHBAU?
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BESCHREIBUNG
The ONLYOFFICE DocSpace app for Pipedrive can be accessed via the Deals section of Pipedrive: go to the corresponding deal and find the DocSpace frame. For each deal, you can create a separate DocSpace room in which the deal participants can work together on office documents. To create a room, click the Create room button. The room is named according to the rule Pipedrive - Company name - Deal name. Inside the DocSpace frame, deal participants can work depending on their access rights. **Access rights** All Pipedrive users who logged into the DocSpace app are added to the Pipedrive Users (Company Name) group. If a user logs out of DocSpace, they will be removed from the group. Access rights to the room within a deal are determined by the Pipedrive access rights to the corresponding deal. - All users: the room becomes available to the Pipedrive Users group as well as the followers are invited by name (only those who have installed the DocSpace app and have been authorized). - Item owner: the room is accessible only to the deal owner and the followers by name. A mandatory condition in this case is that the deal owner and the followers must install the DocSpace app and pass authorization. - Item owner’s visibility group: only the followers are synchronized (available in the paid version of Pipedrive). - Item owner’s visibility group and sub-group: only the followers are synchronized (available in the paid version of Pipedrive).
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