Personalized gift requests

Template

Pipefy’s Personalized Gifts Request Template is designed for companies that sell personalized gifts, and want to manage their requests, from budget to delivery.

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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. Product

    • Pen
    • Keyring
    • Mug
    • Squeeze
    • Notebook
  • 2. Quantity

  • 3. Product details

  • 4. How many different colors (if applicable)?

  • 5. Attach images (if applicable)

  • 6. Name

  • 7. Phone

  • 8. Email

Quotation

  • 1. Quote

  • 2. Details

  • 3. Product sketch

  • 4. Available colors

  • 5. Approval

    • Send an email asking for approval and delivery method.

Quote approval

  • 1. Delivery method

    • Withdrawal of products
    • Delivery at address
  • 2. Address

  • 3. Was the sketch approved?

    • Yes (move card to "Advance payment")
    • No, changes requested (move card to "Changes requested")
    • No, request withdrawal (move card to "Excluded requests")

Changes requested

  • 1. Requested changes

  • 2. New sketch

  • 3. Customer approval

    • Approved
    • Not approved (one more change allowed)
  • 4. New requested changes

  • 5. Final sketch

Advance payment

  • 1. Advance payment (50% of the quoted price)

  • 2. Shipping fee

  • 3. Payment method

    • Money
    • Bank slip
    • Money transfer
    • Credit card
  • 4. Information for invoice issuance

  • 5. Production preparation

    • Final approval
    • Advance payment

Production

  • 1. Production details

  • 2. Due date

Delivery

  • 1. Remainder of payment (the other 50% plus shipping, if requested)

  • 2. Payment method

    • Cash
    • Money transfer
    • Bank slip
    • Credit card
  • 3. Clear the delivery when

    • Products are ready
    • You receive the remainder of payment
  • 4. Delivery date

Done

Excluded requests

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