On the boards, is it possible to like calculate date? we need it to know the equipment age of the customer in a glance so we visually know when to upsell or offer replacements in advance?
A: Yes, you can! 1. Built-in Reminders – You can set a reminder for X days ahead, either manually or using automations (e.g. when a record is updated or a document is published). 2. Advanced Date Logic – For things like calculating exact equipment age or auto-scheduling upsell checks, you can use our app in Make.com. It’s flexible and powerful — and we’re happy to help you set it up.
Q: Could you please provide information about where the data are stored once inputed into the OneDesk?
I am considering OneDesk as a solution for a small company we have started. Specifically, I would like to know the locations of your data centers (I did not find this info) and what types of privacy and security measures are in place to protect this data, both physically and digitally. I had a chance to go over your privacy policy which states that "You agree that we will use any Personal Data that we may collect or obtain ..." What exactly does it mean? What type of data does OneDesk collect and have access? How exactly all data inputed into OneDesk is actually handled? Please, comment on sensitive client's data. Thank you for time and attention. Cheers!
A: Hi! Thanks for your questions — happy to clarify everything:
✅ Data Location All OneDeck data is securely stored on servers located in New York, USA, hosted through reputable infrastructure providers like DigitalOcean and AWS. We chose these partners to ensure high reliability, scalability, and security.
🔒 Data Privacy & Security We take data protection very seriously. OneDeck uses industry-standard practices including: • Encrypted passwords (unless you sign in via Google, in which case no password is stored) • TLS/HTTPS encryption for all data in transit • Access control and role-based permissions • Data backups and infrastructure monitoring • Limited internal access to production environments
🔍 What Data Is Collected? We only collect what’s necessary to operate your account and improve service. This includes: • Name, email, and login credentials • Business info you input (e.g., board records, documents, files) • Activity logs for platform performance and security We do not access your business content unless requested for support purposes, and never use it for marketing or external purposes.
📜 Privacy Language Clarification The privacy policy wording — “You agree that we will use any Personal Data…” — refers to the permission to use your data strictly for: • Providing the OneDeck service • Maintaining the platform • Responding to support requests • Complying with legal obligations We don’t sell or share your data with third parties for advertising. Ever.
🔐 Sensitive Data Handling If you’re storing sensitive client data (like financials, contracts, etc.), it remains fully private within your workspace. You control who can see or access it via user permissions. We also allow data deletion by request and are working toward full GDPR/CCPA compliance.
You can read more or reach out at any time: support@onedeck.com
Hope that helps! Let us know if you have any follow-up questions. Cheers, — OneDeck Team
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
Q: Date calculation?
On the boards, is it possible to like calculate date? we need it to know the equipment age of the customer in a glance so we visually know when to upsell or offer replacements in advance?
Koren_OneDeck
Jun 4, 2025A: Yes, you can!
1. Built-in Reminders – You can set a reminder for X days ahead, either manually or using automations (e.g. when a record is updated or a document is published).
2. Advanced Date Logic – For things like calculating exact equipment age or auto-scheduling upsell checks, you can use our app in Make.com. It’s flexible and powerful — and we’re happy to help you set it up.
Let us know what you need!
Share OneDeck
Q: Could you please provide information about where the data are stored once inputed into the OneDesk?
I am considering OneDesk as a solution for a small company we have started. Specifically, I would like to know the locations of your data centers (I did not find this info) and what types of privacy and security measures are in place to protect this data, both physically and digitally. I had a chance to go over your privacy policy which states that "You agree that we will use any Personal Data that we may collect or obtain ..." What exactly does it mean? What type of data does OneDesk collect and have access? How exactly all data inputed into OneDesk is actually handled? Please, comment on sensitive client's data. Thank you for time and attention. Cheers!
Koren_OneDeck
Jun 4, 2025A: Hi! Thanks for your questions — happy to clarify everything:
✅ Data Location
All OneDeck data is securely stored on servers located in New York, USA, hosted through reputable infrastructure providers like DigitalOcean and AWS. We chose these partners to ensure high reliability, scalability, and security.
🔒 Data Privacy & Security
We take data protection very seriously. OneDeck uses industry-standard practices including:
• Encrypted passwords (unless you sign in via Google, in which case no password is stored)
• TLS/HTTPS encryption for all data in transit
• Access control and role-based permissions
• Data backups and infrastructure monitoring
• Limited internal access to production environments
🔍 What Data Is Collected?
We only collect what’s necessary to operate your account and improve service. This includes:
• Name, email, and login credentials
• Business info you input (e.g., board records, documents, files)
• Activity logs for platform performance and security
We do not access your business content unless requested for support purposes, and never use it for marketing or external purposes.
📜 Privacy Language Clarification
The privacy policy wording — “You agree that we will use any Personal Data…” — refers to the permission to use your data strictly for:
• Providing the OneDeck service
• Maintaining the platform
• Responding to support requests
• Complying with legal obligations
We don’t sell or share your data with third parties for advertising. Ever.
🔐 Sensitive Data Handling
If you’re storing sensitive client data (like financials, contracts, etc.), it remains fully private within your workspace. You control who can see or access it via user permissions. We also allow data deletion by request and are working toward full GDPR/CCPA compliance.
You can read more or reach out at any time: support@onedeck.com
Hope that helps! Let us know if you have any follow-up questions.
Cheers,
— OneDeck Team
Share OneDeck
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