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Real Estate – Property Listing Agreement

By Templates: Legal No Comments

Description

In the field of real estate, contracts are king. Use this property listing agreement out of the box, or let it inspire other types of legal documents that S-Docs can help you generate and send for e-signature in just a few clicks.

Output Type: PDF

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Invoice – Simple

By Templates, Templates: Finance No Comments

Description

Invoices are necessary for any B2B business. They help get you paid on time and serve as a record of transaction. They can also act as a first impression for your business, so you shouldn't risk sending invoices that have errors or aren't well-designed. This invoice template will ensure your invoices are polished and correct, every time - with just a few clicks.

Output Type: PDF

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Download this template in 3 easy steps. For more detailed instructions, click here.

1. Download Template File

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2. Download Unmanaged Package (For Custom Fields/Images)

3. Import Template Into S-Docs

Golf Invitation

By Templates: Customer Service No Comments

Customize this golf invitation template for any event your business hosts. This template allows you to create hundreds of custom invitations at once (and if you leverage our mailing labels template, you can easily create printable mailing labels for those same contacts).

Output type: PDF

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Download this template in 2 easy steps. For more detailed instructions, click here.

1. Download Template File

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2. Download Unmanaged Package (For Custom Fields/Images)

3. Import Template Into S-Docs

Customer Survey

By Templates: Customer Service No Comments

Description

You can't improve your business without talking to your customers. This customer survey template allows you to gather customer feedback so that you can continue providing outstanding experiences.

Output Type: PDF

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Download this template in 3 easy steps. For more detailed instructions, click here.

1. Download Template File

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2. Download Unmanaged Package (For Custom Fields/Images)

3. Import Template Into S-Docs

Case Summary

By Templates: Customer Service No Comments

Description

This case summary template is perfect for team meetings or reporting to customer service leads. With one click, you can create a summary document with all the details you need about your highest-priority cases. This template includes standard case fields like number, description, case owner, and contact information. It also pulls in Activity History and recent Chatter posts.

Output Type: PDF

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Download this template in 3 easy steps. For more detailed instructions, click here.

1. Download Template File

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2. Download Unmanaged Package (For Custom Fields/Images)

3. Import Template Into S-Docs

Welcome Letter

By Templates: Customer Service No Comments

Description

Creating personalized assets to send to customers is incredibly important, but it’s also extremely time consuming -- and when you have thousands of customers to communicate with, it quickly becomes impossible to handle manually. This welcome letter template can be used to show your customers that they are valued by your organization. This template can be easily set up to be automatically emailed to contact roles related to new accounts in your org -- freeing up customer service reps’ time to deliver on their promises.

Output Type: PDF

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Download this template in 3 easy steps. For more detailed instructions, click here.

1. Download Template File

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2. Unmanaged Package (For Custom Fields/Images)

3. Import Template Into S-Docs

Boiler Inspection Follow-up Letter Update

By Templates: Customer Service No Comments

This template leverages the Runtime Prompts feature and the RENDER feature in order to create a dynamic document whose output varies based on input gathered from the user immediately prior to document generation. In other words, when the user decides to generate this document, they will be prompted to fill out a form, and the answers provided in this form are used in the template as merge fields. This is the case for any template leveraging the Runtime Prompts feature.

More specifically, when a user decides to generate this document, that user will be prompted to select from a list of boiler parts that need to be replaced. Once the user makes their selection, the selected parts are merged into the final document as a bullet-delimited list. Additionally, whenever the user generates this document, the user will be prompted for a return date (if applicable) and whether the customer has decided to repair the boiler themselves; depending on the values provided, certain sections will appear. For example, if the user confirms that the customer has decided to self repair, the final document will include a recommendation for a home repair guide intended for customers who've opted to repair their boiler themselves.

Output type: PDF

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Download this template in 2 easy steps. For more detailed instructions, click here.

1. Download Template File

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2. Import Into S-Docs

Team Pipeline Report

By Templates: Sales No Comments

Description

Transparency is key for any effective sales team - it increases accountability, allows for strategic decisions, and facilitates collaboration between departments. This team pipeline report template will create a list of all opportunity owners in your Salesforce org along with all of the opportunities owned by each of them. You can use this document for reporting purposes, performance evaluations, or any other use case specific to your business.

Output Type: PDF

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Download this template in 3 easy steps. For more detailed instructions, click here.

1. Download Template File

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2. Download Unmanaged Package (For Custom Fields/Images)

3. Import Template Into S-Docs

Work Order Form

By Templates: Sales No Comments

Description

Work order forms are essential documents used in the field services industry. In the office or on the go, this document allows you to generate work orders with just a few clicks no matter where you’re getting work done. In just a few seconds, you can create a detailed overview of services to be rendered and automatically merge in contact information and special comments. This template provides a signature area at the bottom as well, allowing you to print this document to get it physically signed, or streamline your workflows by implementing e-signature. However you do business, this work order is here to help.

Output Type: PDF

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Download this template in 3 easy steps. For more detailed instructions, click here.

1. Download Template File

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2. Download Unmanaged Package (For Custom Fields/Images)

3. Import Template Into S-Docs

Statement Of Work

By Templates: Sales No Comments

Description

Successful projects require excellent organization. Statements of work help assemble the moving parts into a single structured overview. This SOW template helps you get there faster by automatically pulling in all of the relevant information directly from Salesforce so that you can spend more time on higher-value work.

Output Type: PDF

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Download this template in 3 easy steps. For more detailed instructions, click here.

1. Download Template File

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2. Download Unmanaged Package (For Custom Fields/Images)

3. Import Template Into S-Docs

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