OneDeck

Typical OneDeck Implementation Process

1. Sign-Up & Initial Setup
   • Users can sign up for free without a credit card.

   • Initial setup includes creating an account, selecting a workspace, and choosing templates or starting from scratch.

2. Platform Customization
   • Users can create and customize boards, fields, and views (list, kanban, calendar, timeline).

   • Add automation rules, dashboards, and document templates using the Document Builder and Automation tools.

3. Integration with Existing Tools
   • OneDeck supports integration with over 1,000 apps including Google Workspace, Microsoft tools, Slack, Shopify, and more.

   • API documentation is available for custom integrations.

4. Team Onboarding
   • Invite team members and assign roles.

   • Use the Share Studio (client portal) to collaborate with external stakeholders.

5. Training & Support
   • Access to step-by-step guides, video tutorials, and 24/7 customer support.

   • Dedicated help center and blog for ongoing learning.

6. Go-Live & Optimization
   • Once setup is complete, teams can begin using the platform for project management, CRM, invoicing, and more.

   • Use analytics and dashboards to monitor performance and optimize workflows.

Estimated Timeline

• Initial Setup & Customization: 1–3 days (depending on complexity and team size)

• Integration & Testing: 2–5 days

• Team Onboarding & Training: 1–2 weeks

• Full Implementation: Typically, within 2–3 weeks for small to mid-sized teams

Yes, OneDeck is highly customizable and designed to adapt to a wide range of business needs. Here are the key customization features:

1. Custom Boards & Fields

• Create unlimited boards tailored to specific workflows (e.g., CRM, project management, invoicing).

• Add custom fields such as:
  • Text fields
  • Dropdowns
  • Date & time
  • Assignee
  • Budget fields
  • Milestones
  • Billing fields

  • Document fields

2. View Customization

• Choose from List, Kanban, Calendar, and Timeline views.
• Customize which fields are shown and their order per view.

• Each board view can be independently configured for clarity and relevance.

3. Workflow Automation

• Set up automated workflows (e.g., status changes, notifications, task assignments).

• Automation limits vary by plan (from 100/month on Free to unlimited on Enterprise).

4. Document Builder

• Create and publish custom documents like invoices, contracts, and quotes.

• Use templates with dynamic fields for personalization.

5. Permissions & Roles

• Define user roles and access levels.

• Set permissions for boards, documents, and reports.

6. Integration with 1,000+ Apps

• Connect with tools like Google Workspace, Slack, Shopify, QuickBooks, and more.
• API access is available for custom integrations.

• Setup Fees: None. OneDeck does not charge any separate setup fees.

• Maintenance Costs: Included in the subscription; no extra charges for platform maintenance.

• Support Charges:
  • Free Plan: Includes 24/7 customer support.
  • Basic & Pro Plans: Support is included at no additional cost.

  • Enterprise Plan: Comes with a dedicated support representative.

• Pricing by Plan (Billed Annually):
  • Free: $0 : 2 users, 1,000 records/board, 1 GB storage, 100 automations/month.
  • Basic: $8/seat/month : Unlimited records, 5 GB storage, 25,000 automations/month, public Share Studio.
  • Pro: $16/seat/month : 100 GB storage, advanced permissions, 100,000 automations/month, client portal access.
  • Enterprise: Custom pricing : Unlimited storage and automations, custom pages/forms, premium support.

OneDeck offers a variety of resources to help new users get started and succeed:

• Help Center: A comprehensive library of guides, FAQs, and step-by-step instructions covering all major features like board creation, automation, document generation, and user management.

• Video Tutorials: Short, easy-to-follow videos that walk users through key features and workflows.

• 24/7 Customer Support: Available to all users, including those on the free plan, via email and chat.

• Role-Based Onboarding: Admins can invite team members, assign roles, and manage permissions to ensure a smooth onboarding experience.

OneDeck implements strong security protocols to safeguard user data:

• Data Encryption: All data is encrypted both in transit and at rest.

• Multi-Factor Authentication (MFA): Adds an extra layer of login security.

• Access Controls: Role-based permissions allow administrators to control who can view or edit specific boards, documents, and reports.

• Regular Backups: Data is backed up frequently to secure off-site locations.

• Security Audits: Regular vulnerability assessments are conducted to identify and address potential risks.

• Compliance: The platform complies with data protection regulations such as GDPR.

• Cloud Infrastructure: Hosted on secure and reputable cloud platforms like Google Cloud, AWS, and DigitalOcean.

OneDeck follows a continuous improvement model:

• Frequent Updates: New features and improvements are released regularly, often based on user feedback.

• Automatic Deployment: Updates are cloud-managed, so users receive them automatically without needing to install anything manually.

• Change Announcements: Product updates are communicated through official channels like the blog and help center.

OneDeck has a clear and user-centric data policy:

• Customer Content Ownership: You retain full ownership of all content you upload or store on the platform. This includes documents, board records, company data, and other materials.

• Access and Use: OneDeck does not access, use, or share your content unless:
  • It’s necessary to provide or maintain the service.
  • You explicitly authorize it.

  • It’s required by law.

• Data Portability:
  • Users can export their data at any time using built-in tools.

  • Data is not automatically deleted after subscription cancellation, allowing reactivation at any time.

• Data Retention: Accounts can remain inactive indefinitely. However, OneDeck reserves the right to delete data from long-term inactive accounts at its discretion (though this is not automated).

OneDeck is designed to be flexible and scalable, accommodating businesses of all sizes:

• Flexible Pricing Plans:
  • Free Plan: For up to 2 users with basic features.
  • Basic Plan: $8/seat/month (billed annually).
  • Pro Plan: $16/seat/month (billed annually).

  • Enterprise Plan: Custom pricing for large teams or advanced needs.

• Add/Remove Users Easily: You can scale your team by adding or removing seats as needed.

• Upgrade/Downgrade Plans:
  • Businesses can switch between plans based on evolving needs.

  • Upgrades unlock more storage, automation, permissions, and client access.

• No Lock-In: The platform supports monthly and annual billing, giving you the flexibility to adjust your subscription without long-term commitments

OneDeck offers flexible subscription management with the following key terms:

1. Subscription Management

• Users can manage their subscription through the platform’s Settings > Subscription section.

• Options include:
  • Changing plans
  • Updating billing information
  • Managing payment methods

  • Cancelling the subscription

2. Cancellation Policy

• Users can cancel their subscription at any time.

• Upon cancellation:
  • Access to the platform is restricted.
  • Users are advised to save or export their data before the account becomes inaccessible.

  • The system provides a clear confirmation step to finalize cancellation.

3. Billing Terms

• Subscriptions are billed annually by default.

• Users can update their payment method and billing details at any time.

• No mention of cancellation fees or penalties was found, suggesting a no-lock-in policy.

4. Renewal

• While automatic renewal is not explicitly stated, most SaaS platforms with annual billing typically auto-renew unless cancelled before the renewal date.

OneDeck emphasizes strong data protection and compliance practices:

1. GDPR Compliance

• OneDeck complies with the General Data Protection Regulation (GDPR), ensuring user data privacy and control.

2. Data Security Measures

• Encryption: Data is encrypted both in transit and at rest.

• Multi-Factor Authentication (MFA): Adds an extra layer of login security.

• Access Controls: Role-based permissions to limit data access.

• Regular Backups: Data is backed up to secure off-site locations.

• Security Audits: Regular vulnerability assessments and audits are conducted.

• Cloud Infrastructure: Hosted on secure platforms like AWS, Google Cloud, and DigitalOcean.

3. Industry Best Practices

• OneDeck follows industry-standard security protocols and best practices for data integrity, confidentiality, and availability.