As a Sales/Business management platform, could you please confirm if we can sell products and services (one time payment and subscriptions) from OneDeck, and can clients manage their payments/subscriptions (using Stripe or other payment gateways)?
I'd need confirmation because as OneDeck is said to be a all-in-one business platform, we should be able to sell our products and services.
A: Yes — you can absolutely manage both one-time deals and recurring services (like subscriptions or retainers) in OneDeck using the Budget field’s repeat settings. You can set it to daily, weekly, monthly, or yearly, and OneDeck will automatically generate entries in the Billing field to track each billing cycle — including the amount, due dates, and payment status.
However, OneDeck does not process payments or store payment details directly. To collect payments, you can integrate with platforms like Stripe, Chargebee, or others using Make.com, Zapier, or our public API: https://www.onedeck.com/support/automation-and-integrations/how-to-integrate-onedeck-with-other-apps
Coming very soon — in 2–3 weeks — our Share Studio will go live, allowing you to create a client portal. This will let your clients view shared billing data, submit forms, and manage their engagement more directly.
So yes, OneDeck can fully support selling products and services — and integrate with your payment tools as needed.
Q: Difference between Basic Fields and Pro Fields?
What is included with each Basic and Pro? I was using the free version, tried the Billing and Budget field and it upsold me to the Basic Tier (Basic fields & sections). On the pricing page the Billing Field is under the PRO tier. Can I get some official response to this?
A: Thanks for pointing that out — here’s the official clarification:
✅ Basic Fields & Sections (unlocked in all paid tiers):
These include Date Range, Timers, and Milestone fields — plus document sections like Project Details and Milestones.
🔒 Pro Fields & Sections (available in higher tiers):
These include the Billing and Budget fields, as well as the Billing Schedule section in documents.
So yes — the Billing field is a Pro feature, and it requires a higher tier. If you saw a “Basic” upsell during your trial, that may have been due to temporary free access or an older label.
You can view more details here: • https://www.onedeck.com/support/board-fields/billing-field • https://www.onedeck.com/support/board-fields/budget-field • https://www.onedeck.com/support/document-builder/how-to-use-billing-schedule
Let us know if you need help with setup or picking the right plan!
Q: Is there an option to integrate a phone system with our sales pipeline?
This would allow the sales team to directly call and follow up with leads from within the system, improving workflow efficiency and helping us manage communication and lead tracking more effectively.
A: Not natively yet — but yes, you can integrate a phone system with your OneDeck sales pipeline using Make or Zapier.
Here’s how: • Use Make.com (recommended) to connect OneDeck with services like Twilio, JustCall, CloudTalk, etc. • You can trigger actions when a new lead is added, status changes, or follow-ups are due — and launch calls, send SMS, or log activities back into OneDeck.
We’re also working on native App Marketplace integrations, including phone/dialer apps — see the roadmap: https://www.onedeck.com/roadmap
We take data security very seriously and apply standard industry practices to protect your information. All data is encrypted in transit using TLS (Transport Layer Security) and encrypted at rest on our secure cloud infrastructure. We also have firewalls and additional protection measures in place to safeguard against unauthorized access and attacks.
We’re finalizing a detailed security policy that will outline all measures in place and will be happy to share it once it’s available.
For any specific technical inquiries, feel free to contact us directly at support@onedeck.com.
Q: Possible to sell product or services?
As a Sales/Business management platform, could you please confirm if we can sell products and services (one time payment and subscriptions) from OneDeck, and can clients manage their payments/subscriptions (using Stripe or other payment gateways)?
I'd need confirmation because as OneDeck is said to be a all-in-one business platform, we should be able to sell our products and services.
Many thanks!
Koren_OneDeck
May 27, 2025A: Yes — you can absolutely manage both one-time deals and recurring services (like subscriptions or retainers) in OneDeck using the Budget field’s repeat settings. You can set it to daily, weekly, monthly, or yearly, and OneDeck will automatically generate entries in the Billing field to track each billing cycle — including the amount, due dates, and payment status.
However, OneDeck does not process payments or store payment details directly. To collect payments, you can integrate with platforms like Stripe, Chargebee, or others using Make.com, Zapier, or our public API:
https://www.onedeck.com/support/automation-and-integrations/how-to-integrate-onedeck-with-other-apps
Coming very soon — in 2–3 weeks — our Share Studio will go live, allowing you to create a client portal. This will let your clients view shared billing data, submit forms, and manage their engagement more directly.
So yes, OneDeck can fully support selling products and services — and integrate with your payment tools as needed.
Share OneDeck
Q: Difference between Basic Fields and Pro Fields?
What is included with each Basic and Pro? I was using the free version, tried the Billing and Budget field and it upsold me to the Basic Tier (Basic fields & sections). On the pricing page the Billing Field is under the PRO tier. Can I get some official response to this?
Thanks.
Koren_OneDeck
May 22, 2025A: Thanks for pointing that out — here’s the official clarification:
✅ Basic Fields & Sections (unlocked in all paid tiers):
These include Date Range, Timers, and Milestone fields — plus document sections like Project Details and Milestones.
🔒 Pro Fields & Sections (available in higher tiers):
These include the Billing and Budget fields, as well as the Billing Schedule section in documents.
So yes — the Billing field is a Pro feature, and it requires a higher tier. If you saw a “Basic” upsell during your trial, that may have been due to temporary free access or an older label.
You can view more details here:
• https://www.onedeck.com/support/board-fields/billing-field
• https://www.onedeck.com/support/board-fields/budget-field
• https://www.onedeck.com/support/document-builder/how-to-use-billing-schedule
Let us know if you need help with setup or picking the right plan!
Share OneDeck
Q: Is there an option to integrate a phone system with our sales pipeline?
This would allow the sales team to directly call and follow up with leads from within the system, improving workflow efficiency and helping us manage communication and lead tracking more effectively.
Koren_OneDeck
May 22, 2025A: Not natively yet — but yes, you can integrate a phone system with your OneDeck sales pipeline using Make or Zapier.
Here’s how:
• Use Make.com (recommended) to connect OneDeck with services like Twilio, JustCall, CloudTalk, etc.
• You can trigger actions when a new lead is added, status changes, or follow-ups are due — and launch calls, send SMS, or log activities back into OneDeck.
We’re also working on native App Marketplace integrations, including phone/dialer apps — see the roadmap: https://www.onedeck.com/roadmap
🔗 Integration guide: https://www.onedeck.com/support/automation-and-integrations/how-to-integrate-onedeck-with-other-apps
Let us know if you need help setting it up!
Share OneDeck
Q: ZAR Currency?
Is it possible to add the South African (Rand) currency?
Koren_OneDeck
May 21, 2025A: Sure!
We'll add it and let you know.
Share OneDeck
Thanks!
Done!
We've added ZAR.
Enjoy.
Q: Is the Data saved securely?
"I would like to know what type of encryption or technology you use to secure the data. Is the data encrypted at rest and in transit?"
Koren_OneDeck
May 17, 2025A: Thanks for the great question!
We take data security very seriously and apply standard industry practices to protect your information. All data is encrypted in transit using TLS (Transport Layer Security) and encrypted at rest on our secure cloud infrastructure. We also have firewalls and additional protection measures in place to safeguard against unauthorized access and attacks.
We’re finalizing a detailed security policy that will outline all measures in place and will be happy to share it once it’s available.
For any specific technical inquiries, feel free to contact us directly at support@onedeck.com.
Share OneDeck