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.

Use template now
Pipefy

Template structure

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

Start Form

  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. Delivery date
  3. Delivery time
  4. Delivery fee
  5. Has the money been delivered?
    • Yes
    • no

Cash – pickup

  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

Finished Campaigns

Welcome aboard

Trusted by 60k users, this could be the beginning of something great.

Use this template

Contact Us

Contact Us