This template allows the company to interact and explore options to personalize the customer’s purchase. Pipefy’s Custom Furniture Sales Template was designed for managers to keep track of their sales process from the beginning when the company receives the request all the way till the customer gets the final projected executed.
See how this template is structured. As this is just an example, you can customize it.
1. Customer type
2. Customer name
3. Company name
4. Email
5. Phone
6. Comments
1. Seller
2. Customer information
1. Customer's needs
2. How good is the opportunity?
3. Measuring appointment
4. Address
1. Indoor pictures
2. Project's breathing
3. Attach the proposal
4. Expected delivery date
1. Follow-up date
1. Assignee
2. Contract
1. Due date to receive the materials
2. Purchase order
3. Purchase order number
4. Relevant comments
1. Manufacturing checklist
2. Comments
1. Does the product meet the criteria?
2. Delivery and installation appointment
1. Checklist