Corporate Card Request

Template

Pipefy’s Corporate card request Template is designed for HR areas that want to manage their requests for corporate cards. Employees that need corporate cards open the request, then it moves forward up to approval.

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template store defaut

Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  • 1. Who needs the card?

  • 2. Position

  • 3. Area

  • 4. Type of card

    • Basic
    • Platinum
    • Premium
  • 5. Why is a card needed?

Management approval

  • 1. Manager assigned

  • 2. Does management approve the request?

    • Yes
    • No
  • 3. Reasons

Finance area approval

  • 1. Assignee

  • 2. Does the finance area approve this request?

    • Yes
    • No
  • 3. Reasons

Request card from the bank

  • 1. Bank application

    • Submit required documents.
  • 2. Delivery date

Delivery

  • 1. Has the card been delivered?

    • Yes
    • No

Request denied

Request accepted

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