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.