Pipefy Features

Custom branding can be applied through signature process

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Allows signor to easily and intuitively sign documents

Reminds signors of documents that are waiting to be signed and document expiration dates

Process of authenticating is secure and seemless

User can easy send and sign documents on mobile devices

Sendor/Adminstrators can easily set up and track documents through multiple signature steps

Send documents requiring signature to 1000's of signers at once

Provides standard reports and easy creation of custom reports to manage signature process

Easy to create signature blocks on all required electronic document types/formats

Meets required regulartory compliances

Tracks all document signing history to comply with required regulations

Provides features to allow scaling for large organizations

Provides a customizable soltution that HR professionals can adjust to suite the organization's needs.

Integrates with core HR software to access employee information.

A place to create articles with important information about processes and other crucial information that is easily accessible by employees.

Tools to create and deliver content throughout an organization.

The ability to organize and manage a variety of documents.

Secure solution so administers can maintain access rights and security.

Employee portal lets employees log into the system to access all company and employee information.

Uses AI processes to automate workflows by developing a comprehensive HR-knowledge base.

Tools that help create and manage a ticketing platform that facilitates cross-departamental communication.

The ability to sign onto a platform once and access a variety of software solutions without needing to sign into each one individually.

Tools to create and organize business process flowcharts and documentation.

Web-based or intranet self-service portal enables employees to submit service requests.

Dashboard and reporting on HR activities with workforce analytics capabilities.

Ability to update multiple workflows at the same time This feature was mentioned in 90 Pipefy reviews.

Maintain a history of all workflow changes 85 reviewers of Pipefy have provided feedback on this feature.

Based on 79 Pipefy reviews. Integrate with ERP or project management software

Provide standard activities and tasks that can be customized by users This feature was mentioned in 96 Pipefy reviews.

As reported in 98 Pipefy reviews. Users can easily create flows using drag and drop features

Define and manage dependencies between tasks and workflows This feature was mentioned in 95 Pipefy reviews.

Include alters that can be used with workflows This feature was mentioned in 94 Pipefy reviews.

Manage workflows and business processes for procurement.

Provide standard procurement contracts that can be customized.

Maintain a repository of content such as catalogs and other documents.

Define requisition rules for various types of procurement.

Identify and assess suppliers for different products and services.

Create and manage purchase orders for products and services.

Include features for procurement invoicing and e-invoicing.

Improve visibility into procurement activities across the company.

Monitor the performance of procurement operations.

Analyze procurement spending and identify future trends.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

As reported in 12 Pipefy reviews. Allows users to generate text based on a text prompt.

Notifies users of pending approvals with alerts and notifications

Allows for predefined approval workflows based on roles, departments, or spending limits

Automates the creation, submission, and approval of purchase requisitions

Monitors supplier compliance to guidelines and standards while also managing risks

Provides tools for suppllier onboarding and assessing their performance

Maintains a repository for storing and organizing supplier details

Uses tools for examining expenditures and generation reports to identify trends

Provides real-time insight into procurement costs within categories, departments or projects

Uses risk assessment tools for identifying potential supplier or contract risks

Automates the enforcement of procurement policies, regulatory requirements, and compliance checks

Creates audit trails and reporting for transparency and accountability

Provides onditional routing for purchase approvals, contract reviews, and supplier selection

Allows for flexible workflow configurations to suit specific business needs

Adjusts approval processes based on project, department, or spending thresholds

Ability to break down and plan multi-step processes

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Helps to engage employees through natural-language dialog to answer HR questions and guide workflows.

Interacts fluently across multiple languages and regions, adapting tone and HR context.

Helps perform end-to-end HR tasks like onboarding, leave approvals, or resume screening with minimal guidance.

Supports analysis sentiment and behavior data to signal disengagement or flight risk.

Automatically enforce local regulation and company policy during HR workflows.

Helps fetch data from HRIS, ATS, payroll, ERP, and external sources to inform agent actions.

Initiate timely prompts like nudges for development, simulated difficult conversations, or manager reminders.

Helps routing complex or critical decisions to humans, keeping oversight central to operations.

Automates the evaluation of applicants by matching resumes to job requirements and shortlisting top candidates.

Autonomously schedules interviews, follows up with candidates, and manages communication.