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.
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. Name
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2. Document number
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3. Email
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4. Currency type
- USD - American dollar
- EUR - Euro
- GBP - British pound
- CAN - Canadian dollar
- AUD - Australian dollar
- JPY - Japanese yen
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5. Quantity
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6. Exchange mode
- Cash
- Travel card
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7. For cash, select:
- Delivery (for a fee)
- Pick up in store
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8. Pick-up address
- Address 1
- Address 2
- Address 3
- Address 4
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9. Pick-up date
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10. Delivery address
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11. For travel card:
- I already own a card
- New costumer
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12. Payment method
- Bank transfer
- Bill of exchange
Backlog
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1. Assignee
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2. Total exchange amount
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3. Checklist
- Submit payment information.
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4. Has the payment been received?
- Yes (move card to 'Delivery')
- No
Cash - delivery
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1. Delivery assignee
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2. Dellivery date
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3. Delivery time
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4. Delivery fee
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5. Has the money been delivered?
- Yes
- no
Cash - pick-up
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1. Assignee
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2. Pick-up date
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3. Has the money been collected?
- Yes
- No
Travel card
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1. For new cards, ask for the documents:
- Proof of address
- Copy of identity
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2. Attach copy of documents
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3. Number of card
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4. Scheduled pick up date