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.

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

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