Pipefy Template Gallery

Sales Categories

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Sales

Gain full control of your Sales operation, from new leads to closed deals, and achieve quotas faster by executing error-proof processes.

Sales Pipeline

Reduce your sales cycle by converting your best-qualified leads quickly.

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Lead Qualification

Streamline your lead qualification process and never lose a sale again.

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Active Prospecting

Increase the speed of your active prospecting efforts with custom workflows.

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Sales Pitch Process

Keep track of your preparation and organize your tasks easily.

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Sales Team Resources

Structure and manage your sales team, tracking its progress.

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Salesperson Onboarding

Designed to help your team welcome a new sales employee aboard.

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Goal Management for Sales Teams

Designed to help you set some bold goals and make sure your team reaches them.

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Simple To-do List

Manage your day-to-day activities in a more organized and productive way.

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Time Management

Organize, track and manage all daily activities and achieve your goals quickly.

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Sales teams love Pipefy

Pipefy enables me to track the progress of our sales machine and make custom reports for my sales staff and owners. I can customize my pipelines to what I want to see most.

Keely Warner Sales Coordinator at Modern Machinery Company Inc.

Sales templates we love

Sales and Legal Contracts

Sales and Legal Contracts template reduces the strain of managing contracts.

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Sales for Digital Marketing Services

Manage your client's needs and prepare a strong commercial proposal.

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RFP Management

Save a lot of money from the release of the RFP to the proposal evaluation.

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Reseller prospecting

Organize and coordinate your reseller prospecting process.

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Real Estate Sales

Manage your sales process, from listing to contract.

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Sales pipeline for marketing

Control your team’s workflow, and create and send proposals.

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Property selling process

Designed for real state agencies that want to buy property.

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Price Quotation

This template will help you control all your price quotations.

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Outbound Marketing – Prospecting Leads

It helps your sales reps go through their outbound business development process.

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New location prospecting for franchises

Prospect new partners for your franchise’s new project.

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New franchise opening analysis

Manage the process of new franchise opening with great Kanban view.

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Negotiation Support

Employees can request materials from the team to support the negotiation process.

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Mystery Consumer

This template is designed to manage companies’mystery consumer evaluations.

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Funding Request Pipeline

Are you looking for investors to fund your idea, project or startup?

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Franchise lead management

For franchise owners who want to manage their prospectives.

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Exceptional pricing approval for SaaS

Manage an exception pricing approval for your Saas company.

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Commodities Strategy

Traders can never have enough data for forecasting the market’s future.

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Cold Calling

Help your sales team perform perfectly and close some big deals.

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Commercial Proposal for Services

Define all involved expenses, allocate your team, it’s tasks and working hours.

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Sales promotion management

Help to monitor your actions to increase sales.

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