Pipefy´s Correspondence Template is very useful for organizing and distributing important messages, invitations or documents. Practical and easy to use, this template is a great way to optimize the company´s correspondence and mail processes.
See how this template is structured. As this is just an example, you can customize it.
1. Correspondence request
2. Correspondence identification
3. Correspondence description
1. Review priority
2. Document drafts
1. Approver
2. Does the draft need adjustment?
1. What has been changed?
2. Attach adjusted documents
1. Approver
2. Were the adjustments approved?
1. Distribution method
2. Concluded document/correspondence
3. Correspondence recipients
4. Customer's email
5. Correspondence delivery due date