What about having one single place for your guests to find and submit their requests, communicate about them, and have real-time updates while you guarantee information security?
Meet Pipefy’s new Guest Experience, a set of new features to improve how you interact with guest users, keeping communication centralized and increasing the satisfaction of your stakeholders.
To unlock a better experience, you can start inviting guest users without extra cost and choose what role they will have inside your organization within Pipefy:
New Company Guest role: For members of your company that does not manage processes inside Pipefy, but need to send requests, such as PTO and reimbursements.
New External Guest role: For external stakeholders, such as vendors and customers.
When logged in, guests will be able to access the new Request Area with two tabs:
Portals: where they can find the forms they have access to and submit new requests;
Requests: where they can find submitted requests, communicate and follow updates every time a card moves to another phase.
Go now to your company settings and start inviting new guest users to take advantage of the brand new Request Area.