Custom Furniture Sales
Template
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.
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. Customer type
- Individual
- Corporate
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2. Customer name
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3. Company name
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4. Email
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5. Phone
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6. Comments
New sale
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1. Seller
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2. Customer information
Measuring
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1. Customer's needs
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2. How good is the opportunity?
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3. Measuring appointment
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4. Address
Measures received/project adjustments
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1. Indoor pictures
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2. Project's breathing
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3. Attach the proposal
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4. Expected delivery date
Pending approval
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1. Follow-up date
Contract
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1. Assignee
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2. Contract
Pending signature
Material purchase
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1. Due date to receive the materials
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2. Purchase order
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3. Purchase order number
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4. Relevant comments
Manufacturing
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1. Manufacturing checklist
- Project clear
- We have all needed materials
- End of manufacturing
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2. Comments
Product ready
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1. Does the product meet the criteria?
- Yes
- No
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2. Delivery and installation appointment
Delivery and installation
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1. Checklist
- Products delivered
- Installation completed
- Customer's signature