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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.
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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.
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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.
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Sales Pipeline

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

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Expense Reimbursement

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

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Recruiting

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

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Customer Onboarding

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

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Marketing Requests

Standardize your requests and make data-driven process improvements.

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Customer Support

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

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Remote Work Management

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

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Campaign Briefing

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

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Accounts Payable

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

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Finance & Procurement

See all  Finance & Procurement templates

Expense Reimbursement

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

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Purchase Process

Standardize requests, prioritize approvals and communicate faster than ever.

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Accounts Payable

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

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Human Resources

See all  Human Resources templates

Recruiting

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

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Employee Onboarding

Standardize you onboarding process to offer the best employee experience.

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HR Case Management

Standardize your HR requests in a single place with Pipefy.

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CS & Support

See all  CS & Support templates

Customer Onboarding

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

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Customer Feedback

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

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Customer Support

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

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Marketing

See all  Marketing templates

Marketing Requests

Standardize your requests and make data-driven process improvements.

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Campaign Briefing

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

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Marketing Campaign Management

Launch marketing campaigns flawlessly with standardized execution.

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Financial Services

See all  Financial Services templates

Expense Report

Track critical information from your process in one single place.

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Approval Processing

Control the approval flow of your procurement process.

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Contracts Renewal

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

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Education

See all  Education templates

Course opening

Class formation for different courses.

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Academic requests

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

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Registration for Workshop/Coaching

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

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