Pipefy Template Gallery

New & Trending Categories

New & Trending

Recent launches

Teams

Industries

New & Trending

Free and customizable plug-and-play process templates that help you streamline your operations.

Purchase Process: never lose sight of your purchase requests.

Gain full visibility of requisitions, track deadlines and get approvals faster.

Use template Preview

Marketing Requests Form: a complete briefing to start working straight away

Collect structured requests at scale, and turn submissions into complete, interactive, and automated workflows.

Use template Preview

Support Shared Inbox: no more missed emails or dissatisfied customers

Centralize support tickets in a single, shared mailbox and boost your team’s efficiency, visibility, and collaboration.

Use template Preview

Sales CRM

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

Use template Preview

Expense Reimbursement

Standardize your expense reimbursement process to avoid misalignment and poor communication.

Use template Preview

Recruitment Process

Keep track of your candidates and make sure no talent goes unnoticed.

Use template Preview

Customer Onboarding

Ensure the best onboarding experience for your new customers with this free template.

Use template Preview

Marketing Requests

Standardize your requests and make data-driven process improvements.

Use template Preview

Customer Support

Provide the best service experience for your customers and boost process visibility.

Use template Preview

Remote Work Management

Maintain complete visibility over your team and efficiently manage each person's tasks.

Use template Preview

Campaign Briefing

Manage marketing campaign requests and provide full visibility to the team.

Use template Preview

Accounts Payable

Organize and track payment deadlines to ensure the end of late fees.

Use template Preview

Finance & Procurement

See all Finance & Procurement templates

Expense Reimbursement

Standardize your expense reimbursement process to avoid misalignment and poor communication.

Use template Preview

Purchase Process

Standardize requests, prioritize approvals and communicate faster than ever.

Use template Preview

Accounts Payable

Organize and track payment deadlines to ensure the end of late fees.

Use template Preview

Human Resources

See all Human Resources templates

Recruitment Process

Keep track of your candidates and make sure no talent goes unnoticed.

Use template Preview

Employee Onboarding

Standardize your onboarding process to offer the best employee experience.

Use template Preview

Employee Requests

Standardize your HR requests in a single place with Pipefy.

Use template Preview

CS & Support

See all CS & Support templates

Customer Onboarding

Ensure the best onboarding experience for your new customers with this free template.

Use template Preview

Customer Feedback

Learn what your customers are thinking about your product and establish a direct channel of …

Use template Preview

Customer Support

Provide the best service experience for your customers and boost process visibility.

Use template Preview

Marketing

See all Marketing templates

Marketing Requests

Standardize your requests and make data-driven process improvements.

Use template Preview

Campaign Briefing

Manage marketing campaign requests and provide full visibility to the team.

Use template Preview

Marketing Campaign Management

Launch marketing campaigns flawlessly with standardized execution.

Use template Preview

Financial Services

See all Financial Services templates

Expense Report

Track critical information from your process in one single place.

Use template Preview

Approval Processing

Control the approval flow of your procurement process.

Use template Preview

Contracts Renewal

View contracts that are due soon and contact your business partners.

Use template Preview

Education

See all Education templates

Course opening

Class formation for different courses.

Use template Preview

Academic requests

Receive, analyze, and approve all kinds of academic requests submitted by employees.

Use template Preview

Registration for Workshop/Coaching

For anyone that needs to manage enrollments in workshops or coaching programs.

Use template Preview

Want to start from scratch?

Create a customized pipe