The Template Gallery can be accessed at any time inside Pipefy through the button in the left sidebar, right above the question mark. This page gathers pre-set templates of several processes and areas, such as Finance, HR, Marketing, Customer Service and much more. All you have to do is search for the process you want and select its template. You can still customize it according to your needs, using our example as a base for your adjustments.
Template Gallery
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