Project scoping and budget Free Template

#Business Operations

Pipefy’s Project Scoping and Budget Template is designed to help you manage and keep track of the scoping and budget process, which involves research, costs, and approvals which in turn will lead to not only improved and automatized budgets but also client relationship.

Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.

No/low-code

Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

Teams across the globe love Pipefy

Since we implemented Pipefy, we have been able to control and automate many processes, from operational and simple processes, such as task management, to business processes, such as executive search professionals (a type of service we provide). Our efficiency increased between 30 and 40% after Pipefy’s implementation.

Uelinton Santos COO

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Project scoping and budget Template

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