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Recruitment & Hiring Process
Keep track of your candidates and make sure no talent goes unnoticed.
Keep track of your candidates and make sure no talent goes unnoticed.
Standardize requests, prioritize approvals and communicate faster than ever.
Specially designed to help you map, evaluate, and manage all your company’s processes.
DRIVE = Define, Review, Identify, Verify and Execute your process.
Give your employees the best experience with a standardized onboarding process.
A step by step guide to streamline your company’s hiring process.
Control the approval flow of your procurement process.
The process mapping was designed for areas that request changes to the officer.
Organize your cases, analyze the data, and put your improvement plan into action.
Register each item and its SOB, set the auction date, and keep track of the …
Specially designed to help you keep track of your MVP validation process.
Do you know how to evaluate your workers’ performance? Find out!
Apply the famous British methodology to analyze and execute your design workflow.
Designed for real estate companies that want to manage their list of assets.
For advertising companies that want to manage their creative processes.
Strategic Planning is a process conducted by companies that aim to reevaluate their values, plans …
This template was created to help you manage bug correction data.
Organize, track and manage all daily activities and achieve your goals quickly.
Register the requests and evaluate which employees are ready for a promotion.
Discover the best layout for website pages by running your new experiments.
Centralize your customer requests as well as the project's cycle.
It can help you to plan an internal audit in your company.
It makes easier to evaluate your team’s ideas of new products or improvements.
It is a pipe for budgeting and contract processing.
Manage and keep track of the logo design process.
Specially developed to help web designers better manage and organize their projects.
Find the best possible candidate for a position from within the company.
You can visually and intuitively manage internal team requests.
Venture Capital profit comes from a very small slice of total investments.
This process is based on invoices.
Avoid missed steps during employee offboarding by organizing employee information in a single place.
Intuitively generate a Purchase Order and send it directly to your suppliers!
Centralize your accounts receivable process and stop wasting time checking multiple channels.
Standardize your expense reimbursement process to avoid misalignment and poor communication.
Organize and track payment deadlines to ensure the end of late fees.
Create and develop standardized strategies for solving your team's design process problems.
Organize your feature launches phase by phase so you never miss a step.
Standardize your onboarding process to offer the best employee experience.
Standardize your requests and never miss critical information again.
Ensure the best onboarding experience for your new customers with this free template.
Say goodbye to inefficient P2P workflows!
Attract the best talent by developing an automated recruiting strategy.
Identify and prioritize software bugs all while providing complete visibility to the IT team.
Standardize regular feedback sessions to track employee development.
Streamline your lead qualification process and never lose a sale again.
Manage your team's tasks easily and efficiently while maintaining complete visibility.
Collect employee requests in one place and streamline your assets delivery process.
Provide the best service experience for your customers and boost process visibility.
Manage your employees’ performance and potential using a proven talent management method.
For innovation areas in large companies that want to manage concept ideas' proof.
It is an essential tool for the effectiveness of the industry.
Develop software quickly using the Agile Methodology with this customizable template.
Designed for BPOs that need to determine the price for customer’s product or service.
Gain full visibility into your team's PTO requests without missing a single detail.
Track and manage your company's medical leave in a single place.
Encourage an innovative and creative culture by enabling your team to share their ideas easily.
Use this template to manage all maintenance requests in your company.
Manage any event, from leadership meetings to international conferences.
Grow your business quickly with this process template inspired by Brian Balfour's models.
Improve customer engagement and increase CSAT scores with Pipefy.
Track all steps of employees' improvements through a streamlined PIP process.
Risk assessment is the process of identifying risks, analyzing possible actions, and measuring outcomes.
Standardize your HR requests in a single place with Pipefy.
Create a feedback culture in your company by having an open channel of communication.
Increase the speed of your active prospecting efforts with custom workflows.
Control and track your A/B test analysis to make more accurate decisions.
This template helps you organize your invoices to pay.
Keep track of your preparation and organize your tasks easily.
Manage successful campaigns based on SEM Management best practices.
Save a lot of money from the release of the RFP to the proposal evaluation.
Keep track of each new software prospect for your company.
Organize roadmap planning in a single place and provide complete visibility to all stakeholders.
Ensure your team knows the way to deploy amazing features for end customers.
Standardize your requests and make data-driven process improvements.
Understand customer motivation and gain powerful insights for product improvements.
Launch marketing campaigns flawlessly with standardized execution.
Designed to improve your Supplier Management Process.
Get approvals easily and run your business' contract management process like an expert.
Learn your customers think about your product and establish cross-functional communication.
It optimizes the analysis process of an investigative open inquiry.
Instead of using emails, forms, or spreadsheets, use this free template and manage your IT …
Create, receive requests and prioritize content for the Marketing team.
Streamline your product design process, from brainstorming ideas to performing tests.
Structure your launching process to make it easier and more consistent.
Manage marketing campaign requests and provide full visibility to the team.
Record to Report (R2R) is a Finance and Accounting (F&A) management process.
Improve your process gradually using Pipefy’s PDCA Template.
Execute a streamlined development process and deliver impeccable solutions.
It will help you avoid issues that might occur.
It can be used by HR companies or as an internal process.
Are you looking for investors to fund your idea, project or startup?
The process mapped goes from the product inspection to products that will be repaired or …
Track all steps of your logistic process, from collecting orders to evaluating the shipping supplier.
Manage your sales process, from listing to contract.
This template will guide you through the process of testing any kind of software.
Organize and track travel reimbursement requests to ensure payments are made on time.
Organize project requirements and allocate resources quickly.
Ensure agility and quality of your projects with Pipefy.
Prioritize your Service Desk requests according to urgency with a standardized process.
This process will guide you through each phase of developing a good case study.
The perfect tool to boost your company’s Recruitment Request process.
A systematic method consisting of 10 steps used to develop and manage the FMEA doc.
Manage information in one place and run a streamlined creation process.
Designed to assist call center agents in the problem-solving process.
Eight phases: from prospecting to final approval. You can optimize your process.
For companies that want to manage the process of loaning money to their employees.
This is a process to manage returns, with refund or exchange options.
Designed to help in the enrollment process of any school.
Design and document your product launch, from audience definition to tracking results.
Manage your client's needs and prepare a strong commercial proposal.
Easily manage, organize and track your employees' development.
Unlock visibility and control over job openings requests process.
Easily standardize and automate the NDA process in a single place.
A step-by-step process developed to help your product development team.
Help you easily and intuitively manage all your defaulting clients.
Use this template to control your press release requests and get them done quickly.
Based on Six Sigma continuous improvement methodology.
Regularly conduct a 5S audit, creating a continuous improvement cycle.
Manage your Vehicle Recall process with this template.
It’s clear when a text can’t move its audience.
Try out our template and start building the most powerful landing page!
Designed to assist in the process of creating and developing a financial plan.
Allow an employee to fill out the start form with their info and candidate information.
Manage the analysis and resolution of the observed process deviations.
This template includes three approvals phases and the possibility of sending an automatic email with …
This template will help you control all your price quotations.
It gives you an easy way to control and approve the new project requests.
Ensure that your services are scheduled as optimally and efficiently as possible.
One of the strong foundations of any company is how much it invests in its …
Maintain full visibility over your finance requests with Pipefy.
Convert the best-qualified leads with an efficient Sales Pipeline Template.
A step-by-step process for application and implementation of post-sales satisfaction survey.
Designed for quality control teams that want to use '8 Disciplines' to solve problems.
Designed to structure the entire process of closing a deal for venture capital companies.
Allow agility and accuracy in the process of qualifying requests.
The first steps of your creative process on the road to success.
Designed to support decisions related to the selection of customers.
Designed to assist inventors in filling out a patent application or request a review of …
Designed to manage the production line supply process simply.
Help to make changes to the scope of work outlined in an original project contract.
Created to assist scheduling, performing and repairs in a maintenance process.
Created to simplify the process of launching or rebranding a business.
It is a lot easier for companies to control franchise openings.
Manage your real estate selling and brokerage process.
Intended to aid in the yearly budgeting process that a company needs every year.
The marketing area can use this template to manage the process.
Manage your employee’s requests and figure out their needs.
Follow your notarization process for mortgage documentation.
Integrate your process and make your hotel booking management more efficient.
Improvement Ideas Template allows for ideas to be documented.
Give you an overview of your telecommunication company’s infrastructure.
It helps your sales reps go through their outbound business development process.
For companies that want to award bonuses to their top performers.
Payroll processing doesn't need to be complicated.
This process serves in the purchase request.
For marketing teams to organize the process and manage the company leads.
Start managing the release process through the different phases with this template.
Now you can keep track of the Jobs Descriptions requests process.
Keep track of the Jobs Descriptions updates process through this template.
You can organize the information of the applicants in a standardized manner.
For those who want to implement a culture of self-discipline and continuous improvement.
Designed to help your team welcome a new sales employee aboard.
For companies to manage the process of requiring visitor passes.
From collecting orders to delivering payments, streamline your process and deliver great reasults.
This is a template that models the process of hiring a sales representative.
Organize and coordinate your reseller prospecting process.
Streamline contract collection and analysis, and centralize information to close faster.
From product diagnosis to repair, establish the required time and cost for each request.
Storage Control Template is designed for supply chain areas.
Boost the speed and quality of suppliers' market analysis!
Maintain complete visibility over your team and efficiently manage each person's tasks.
Unlock full visibility of the sales funnel, help leads during their initial steps and never …
Share your survey using a public URL or embedding it to your own webpage.
Perform flawless onboardings and have satisfied long-term clients.
Help you to identify a bid opportunity for a project.
For investment companies that want to manage the investment portfolio of their clients.
Analyze and compare apartments after location.
Request and manage documents in one single tool.
Automatize your medical appointment schedule.
Manage and keep track of your customer’s requests when they face product malfunction or defect.
Designed to help you manage and keep track of valuable project ideas.
A system for organizing spaces so work can be performed efficiently, effectively, and safely.
Designed so your team can submit payment advancement requests in a standardized way.
Manage your Affiliates by training and rating them based on their performance.
Manage requests effectively and streamline your work to make clients happier.
Control adjustments to the cost, budget, timeline, or other features.
For companies that want to take their products abroad.
View contracts that are due soon and contact your business partners.
The perfect steps for finding what group of people are this company’s customers.
The Early Check-in (Double Room) Template was modeled by our partner Feel The Gap.
Allow the facilities team to have better control of the new installation requests.
Manage your field service easily with this template.
Analyze results and conversions. Do not miss any deadlines.
Prospect new partners for your franchise’s new project.
Designed for those who want to evaluate every single risk–and consequent impacts of organizational changes.
Keep your workflow and inventory controlled with this template.
For pet shops that want to manage animal bathing and shearing requests.
Designed for fund managers who want to keep track and control of all new investment …
It was designed based on the concept of Project Management.
Control rental demands, approvals, and contracts between owners and tenants.
Create and manage real estate investments.
From programming to delivered orders, this template will help you with manufacturing management.
There are backlog steps, prioritization, several approvals and a specific step for execution.
Lodging Requests has specific phases with inputs needed in each step.
Identify the main ideas, strategies, and competitors in a specific market.
Help your marketing agency develop some amazing websites for your customers.
Keep track and manage store inspections and their results.
This template was designed to help you keep track of all the job’s information.
For people that are thinking about hiring a Virtual Assistant.
Analyze and compare suppliers and their respective performances.
Track critical information from your process in one single place.
Gain visibility over construction requirements and communicate clearly with your team.
Use this pack to boost talent acquisition, team engagement, and your employer brand with a …
Centralize quotes, proposals and communication with customers in one place.
Receive all information you need to assure a safe environment for your employees.
Start a new form from scratch.
For you to better know your competitors. Find out their strengths and weaknesses.
Find your ideal customer based on market research.
Designed for companies specialized in helping startups to accelerate their growth.
Control your team’s workflow with an intuitive and effective design.
Start using this template now and make your business even greater.
Assign a new contractor to work with you on a new project.
Organize your performance evaluation process with this template.
Manage your telecom requests and their progress.
Help your sales team perform perfectly and close some big deals.
Manage technical measurements made in your company’s construction site.
Marketing strategies that focus on a company’s internal environment.
Check what are your new customer’s expectations and implement your solution.
Intended for people that are starting to build a house.
With this template you can manage new projects to be implemented on industrial buildings.
Organize your process for missing, lost, or damaged shipment.
For companies that want to brief external marketing agencies.
Easily organize an investment process and never miss a relevant opportunity
Manage and keep track of your IT department’s recurrent and new change requests.
This will help your company improve supplier delivery and internal procedures.
Keep track of all your properties, their state, maintenance dates and contact information.
Control your team’s workflow, and create and send proposals.
The steps that need to be followed when you decide to launch a new business.
Manage each project and check how every piece of information is being filled out.
Analyze your candidates, schedule interviews, and keep track of registered mentors.
The Telecom industry is constantly innovating, and therefore research is a must.
Created to help your telecom company to improve the current services.
Structure and manage your sales team, tracking its progress.
Find the best supplier and solution for a product or service that you need.
Elaborate on an annual business supply plan.
Establish, manage, and administer a Telecom’s service inventory.
It is designed to manage an inventory.
Create, organize and execute an impeccable Marketing Strategy for your company.
Easily manage, control and evaluate your suppliers.
For supply chain areas that want to manage their production resources.
Manage your treasury team tasks.
Ensure the security of your company and control who gets into your facilities.
Designed to manage requests for facilities adjustments.
Want to start from scratch?
Create a customized pipe