Correspondence

Template

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.

Use template now

Template structure

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

Start form

  • 1. Correspondence request

  • 2. Correspondence identification

  • 3. Correspondence description

Drafting & documents

  • 1. Review priority

  • 2. Document drafts

Approver review

  • 1. Approver

  • 2. Does the draft need adjustment?

    • Yes. Move to next phase, "Under adjustments".
    • No. Move to "Delivery & distribution".

Adjustments

  • 1. What has been changed?

  • 2. Attach adjusted documents

Adjusted

  • 1. Approver

  • 2. Were the adjustments approved?

    • Yes
    • No

Inbound delivery & distribution

  • 1. Distribution method

  • 2. Concluded document/correspondence

  • 3. Correspondence recipients

  • 4. Customer's email

  • 5. Correspondence delivery due date

Distributed

Discarded

Welcome aboard

Trusted by 60k users, this could be the beginning of something great.

Use this template

Contact us

Do you have a specific process to manage: