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

NDA Requests

Easily standardize and automate the NDA process in a single place.

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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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Want to start from scratch?

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