Request Management
Standardize your requests and never miss critical information again.
Explore our business process templates that you can customize, use as-is or simply build your workflow from scratch. No-code required.
Procure-to-Pay Pack: say goodbye to inefficient P2P workflows
Centralize and manage all your P2P tools, processes, and interactions from a single place — from reviewing purchase requests to approving invoices to issuing payments.
Human Resources Pack: connect all your HR processes
Boost talent acquisition, team engagement, and your employer brand with a single tool.
Sales CRM Pack: integrate all steps of your sales funnel
Ensure your team gets updates intakes at all times and save time to focus on closing deals.
Customer Support & Help Desk
Provide the best service experience for your customers and boost process visibility.
Recruitment & Hiring Process
Keep track of your candidates and make sure no talent goes unnoticed.
Purchase Process
Standardize requests, prioritize approvals and communicate faster than ever.
Sales Pipeline
Convert the best-qualified leads with an efficient Sales Pipeline Template.
Remote Work Management
Maintain complete visibility over your team and efficiently manage each person's tasks.
Campaign Briefing
Manage marketing campaign requests and provide full visibility to the team.
Accounts Payable
Organize and track payment deadlines to ensure the end of late fees.
Marketing Requests
Standardize your requests and make data-driven process improvements.
Finance
See all Finance templates Accounts Payable
Organize and track payment deadlines to ensure the end of late fees.
Accounts Receivable
Centralize your accounts receivable process and stop wasting time checking multiple channels.
Financial Department Requests
Maintain full visibility over your finance requests with Pipefy.
Human Resources
See all Human Resources templates
Human Resources Workflow Processes Pack
Use this pack to boost talent acquisition, team engagement, and your employer brand with a …
Job Requisition Form
Unlock visibility and control over job openings requests process.
Recruitment & Hiring Process
Keep track of your candidates and make sure no talent goes unnoticed.
Customer Support & Help Desk
Provide the best service experience for your customers and boost process visibility.
Service Desk
Prioritize your Service Desk requests according to urgency with a standardized process.
IT Onboarding Process
Give your employees the best experience with a standardized onboarding process.
Marketing
See all Marketing templates
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