ONLYOFFICE Collaboration Space app for Pipedrive is now available: Collaborate on transactional documents efficiently

October 31, 2024
Author: Alina

ONLYOFFICE Collaboration Space has launch an integrat application for Piprive, which simplifies the document collaboration Collaboration Space app process by seamlessly connecting transaction management with document iting functions. The application allows Piprive users to create a dicat collaboration space room for each transaction, enabling secure centraliz management, iting and sharing of office documents.

Introducing ONLYOFFICE DocSpace for Piprive: centralize document collaboration on Deals

Integration of ONLYOFFICE Collaboration Space and Piprive

ONLYOFFICE Collaboration saudi arabia whatsapp Space has been seamlessly integrat into Piprive Deals module, creating a convenient collaboration platform for team members to work on documents relat to a specific deal. After installing the integration, you can quickly access it directly through the “Collaboration Space” portal in Piprive Deals.

Here are the main features of the app:

Create an exclusive room : Users can create an exclusive collaboration space room directly in Piprive transactions to collaborate on documents.

Each room is automatically nam following the formula “Piprive – Company Name – Trading Name”.

Introducing ONLYOFFICE DocSpace for Piprive: centralize document collaboration on Deals

Access control and Collaboration Space app synchronization mechanism : All Piprive users who log in to the collaboration space will automatically be assign to the “Piprive Users (Company Name)” group.

Collaboration spaces have unique

Permissions for each room, with access levels customiz bas on the Piprive user’s role.

All users : The room is open to the Piprive user group and supports inviting other users to join by name.
Item owner : Only resource special resource transaction participants and followers can enter the room by name.
Item owner’s visibility group : Synchronize only followers. This feature is available for the paid version of Piprive.
Item owner’s visibility aero leads group and sub-group : Synchronize followers only. This feature is available for Piprive paid version.
When transaction members Collaboration Space app in Piprive change, access permissions for the collaboration room will be automatically updat, ensuring that document permissions remain in sync with current transaction participants.

The “Request Access” feature allows users to easily request to join a specific room for collaboration.

 

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