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.

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Template structure

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

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  • 1. Customer type

    • Individual
    • Corporate
  • 2. Customer name

  • 3. Company name

  • 4. Email

  • 5. Phone

  • 6. Comments

New sale

  • 1. Seller

  • 2. Customer information

Measuring

  • 1. Customer's needs

  • 2. How good is the opportunity?

  • 3. Measuring appointment

  • 4. Address

Measures received/project adjustments

  • 1. Indoor pictures

  • 2. Project's breathing

  • 3. Attach the proposal

  • 4. Expected delivery date

Pending approval

  • 1. Follow-up date

Contract

  • 1. Assignee

  • 2. Contract

Pending signature

Material purchase

  • 1. Due date to receive the materials

  • 2. Purchase order

  • 3. Purchase order number

  • 4. Relevant comments

Manufacturing

  • 1. Manufacturing checklist

    • Project clear
    • We have all needed materials
    • End of manufacturing
  • 2. Comments

Product ready

  • 1. Does the product meet the criteria?

    • Yes
    • No
  • 2. Delivery and installation appointment

Delivery and installation

  • 1. Checklist

    • Products delivered
    • Installation completed
    • Customer's signature

Done

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