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Sendocki provides three pre-built pipeline templates. Each is designed for a type of business, with stages already linked to the right standard states so your indicators work from day one.
You can apply a template then adjust it: rename a stage, add one, change a color. The template is a starting point — not a prison.
For cash on delivery sales, the most common case in Morocco. Covers the confirmation call, preparation, shipping and after-sales.
The “Preparation” stage intentionally has no standard state: it’s a purely logistical stage that changes nothing for indicator calculations or automations.

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Why this template works well

  • Separates call and confirmation: your call center has a clear work queue, distinct from already-confirmed orders.
  • Distinguishes failure and return: delivery failure stays “recoverable” (rebooking), return is definitive and restores stock.
  • All critical indicators are covered: confirmation rate, delivery rate, cancellation rate, revenue.

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Template 2 — Digital Business

For selling digital products or services with online payment. No carrier, no call — ultra short flow.

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Key takeaways

  • “Payment received” plays the role of “Confirmed”: for digital, confirmation happens via payment, not call.
  • “Refunded” plays the role of “Returned”: it’s the functional equivalent for indicators (the order is out of revenue).

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Template 3 — Service Providers

For service providers (craftsmen, professionals on intervention, home services). Flow oriented planning → execution → closure.

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Key takeaways

  • “Scheduled” plays the role of “Confirmed”: it’s the customer commitment.
  • “Completed” plays the role of “Delivered”: it’s what feeds the revenue.

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How to apply a template

1

Go to Pipeline

From the main navigation, open Pipeline.
2

Choose 'Apply a template'

The wizard displays the three templates with a preview of stages.
3

Select the appropriate template

Click the template that matches your business. You see the complete list of stages and their standard state before validation.
4

Validate

The stages are created and already associated with the right state. You can start receiving orders immediately.
5

Adjust if needed

Rename a stage, change a color, add one. See Manage your stages.
Applying a template replaces your existing pipeline. If you already have orders in stages that disappear, they are automatically reclassified to the closest stage of the new template.

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Adapt a template to your case

Some frequent adaptations:
Duplicate the “To confirm by call” stage into two: “To confirm — team A” and “To confirm — team B”. Both remain associated with the “To confirm by call” state. Your indicators keep working and each team has its own queue.
Add a “Assigned to driver” stage between “Shipped” and “Delivered”. Leave its standard state empty (purely logistical stage) or attach it to “Shipped” if you want shipping to count at that moment.
Add a “Waiting supplier” stage between “Confirmed” and “Shipped”. Standard state: none (logistical stage). Rename “Shipped” to “Shipped by supplier” if needed.
Create several stages associated with the “Cancelled” state with different reasons (customer refusal, duplicate, etc.). Your reports will have the detail by reason. See Order states.

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What’s next?

Manage your stages

Add, rename, reorder, delete

Order states

The detail of states and reasons