Tool Management

Template

With the new Pipefy Tool Management template you can easily control your workflow. Order, analyze, buy and approve the necessary tools for your company and keep track of your progress.

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Template structure

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

Tool Request

 

  • 1. Name

  • 2. Email

  • 3. Department

  • 4. Request type

    • New tool
    • Current tool replacement
  • 5. Tool name

  • 6. In case of replacement, name the current tool.

  • 7. Why choose this tool?

  • 8. Departments to benefit from the tool

  • 9. Link to tool's website

Request inbox

 

  • 1. Responsible team member

  • 2. What would be the impact of implementing this tool?

  • 3. Subscription price

  • 4. Subscription periodicity

Approval

 

  • 1. Approver

  • 2. Has the request been approved?

    • Yes
    • No
  • 3. Justify your answer.

  • 4. If approved, move to the "Purchase" phase.

  • 5. If rejected, move to the final phase.

Purchase

 

  • 1. Number of active users

  • 2. Final price

  • 3. Tool purchased and ready for implementation

    • Yes
    • No

Active tools

 

Rejected/canceled

 

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