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.
Template structure
See how this template is structured. As this is just an example, you can customize it.
Start form
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1. Correspondence request
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2. Correspondence identification
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3. Correspondence description
Drafting & documents
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1. Review priority
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2. Document drafts
Approver review
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1. Approver
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2. Does the draft need adjustment?
- Yes. Move to next phase, "Under adjustments".
- No. Move to "Delivery & distribution".
Adjustments
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1. What has been changed?
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2. Attach adjusted documents
Adjusted
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1. Approver
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2. Were the adjustments approved?
- Yes
- No
Inbound delivery & distribution
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1. Distribution method
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2. Concluded document/correspondence
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3. Correspondence recipients
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4. Customer's email
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5. Correspondence delivery due date