Project scoping and budget Free Template
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.
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
Proof of Concept Monitoring
For innovation areas in large companies that want to manage concept ideas' proof.
This template includes three approvals phases and the possibility of sending an automatic email with …