Foreign Currency Exchange

Template

Pipefy’s Foreign Currency Exchange template is designed to show exchange houses that can use Pipefy to manage their foreign currency orders.

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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. Name

  • 2. Document number

  • 3. Email

  • 4. Currency type

    • USD - American dollar
    • EUR - Euro
    • GBP - British pound
    • CAN - Canadian dollar
    • AUD - Australian dollar
    • JPY - Japanese yen
  • 5. Quantity

  • 6. Exchange mode

    • Cash
    • Travel card
  • 7. For cash, select:

    • Delivery (for a fee)
    • Pick up in store
  • 8. Pick-up address

    • Address 1
    • Address 2
    • Address 3
    • Address 4
  • 9. Pick-up date

  • 10. Delivery address

  • 11. For travel card:

    • I already own a card
    • New costumer
  • 12. Payment method

    • Bank transfer
    • Bill of exchange

Backlog

  • 1. Assignee

  • 2. Total exchange amount

  • 3. Checklist

    • Submit payment information.
  • 4. Has the payment been received?

    • Yes (move card to 'Delivery')
    • No

Cash - delivery

  • 1. Delivery assignee

  • 2. Dellivery date

  • 3. Delivery time

  • 4. Delivery fee

  • 5. Has the money been delivered?

    • Yes
    • no

Cash - pick-up

  • 1. Assignee

  • 2. Pick-up date

  • 3. Has the money been collected?

    • Yes
    • No

Travel card

  • 1. For new cards, ask for the documents:

    • Proof of address
    • Copy of identity
  • 2. Attach copy of documents

  • 3. Number of card

  • 4. Scheduled pick up date

Done

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