Pricing Management


Pipefy’s Pricing Management Template is designed for BPOs that need to determine the price for customer’s product or service. The workflow process is divided into cost analysis, market study and price strategy. This template can also be used as an Internal Process for any company.

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Template structure

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


  1. Requester
  2. Email
  3. Product/service
  4. Parameter quantity
  5. Due date


Cost calculation

  1. Sourcing costs
  2. Transportation costs
  3. Production/service cost
  4. Cost calculation
  5. Total cost

Market study

  1. Competitors
  2. Competitors’ prices
  3. Market size
  4. Competitors’ market share

Price strategy

  1. Product/service advantages
  2. Market share forecast
  3. Price strategy
  4. Price setting

Price validation

  1. Approver
  2. Approver’s email
  3. Do you approve the price set for this product/service?
    • Yes
    • No
  4. Reason for disapproval

Approved prices

Rejected prices

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