Features

Templates

Templates are predefined process diagrams you can use as a starting point. They are available for all plans and are fully editable.

How to use a template

1In the main panel, go to the "View Diagrams" section.
2Click "New process" and select the "Use template" option.
3Browse available templates by category or search by name.
4Click on a template to preview it.
5Click "Use this template" to create a new process based on it.
6The editor will open with the diagram preloaded. Edit it to adapt it to your company.

Templates are independent copies. Modifying a process created from a template does not affect the original template.

Available templates

Sales process

Sales

From lead acquisition to contract closure and customer onboarding.

Lead acquisition→Qualification→Commercial proposal→Negotiation→Closure & signing→Onboarding

Invoice management

Finance

Invoice issuance, payment tracking and overdue management process.

Invoice issuance→Send to client→Follow-up→Payment received→Overdue management

Employee onboarding

New employee onboarding from contract signing to full team integration.

Contract signing→System registration→Initial training→Team introduction→Task assignment→Probation review

Procurement management

Logistics

Procurement process: purchase request, supplier selection, order, receipt and validation.

Purchase request→Approval→Supplier selection→Order issuance→Receipt & validation→Accounting

Customer support

Support

Incident and query resolution flow from receipt to closure and satisfaction survey.

Request receipt→Classification→Assignment→Resolution→Client communication→Closure & survey

Technical incident resolution

IT / Support

Internal technical support process: ticket registration, diagnosis, escalation if needed and documented resolution.

Ticket opening→Initial diagnosis→Escalation→Resolution→Documentation→Ticket closure

Create custom templates

Creating custom templates is available to system administrators (SUPERADMIN). Contact support if you need to add templates specific to your sector.

If you have frequently recurring processes and want to turn them into reusable templates, write to us at soporte@mapaflow.com. We'll look into including them in the general catalogue or enabling them for your company.

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