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Templates

Jun 02
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Quote By Product Family

By Templates: Sales No Comments

Quotes are staples of the sales world, but putting them together by hand can be tedious and error-prone. This quote template allows you to leave the manual work behind by automatically pulling data from your Salesforce Opportunity records into one clean, professional document. Contact information, products and prices, and terms and conditions are merged in automatically, meaning you can stop hunting through pricebooks and spend more time selling. Products are grouped by family for easy readability. Use this template to move deals quicker and be confident in the polished, error-free documents that you send.

Output type: PDF

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

1. Download Template File

Download Now

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

3. Import Template Into S-Docs

Jun 02
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Quote

By Templates: Sales No Comments

Description

Quotes are staples of the sales world, but putting them together by hand can be tedious and error-prone. This standard quote template pulls data from your Salesforce Opportunity records into one clean, professional document. Contact information, products and prices, and terms and conditions are merged in automatically, meaning you can stop hunting through pricebooks and spend more time selling. Use this template to move deals quicker and be confident in the polished, error-free documents that you send.

Output Type: PDF

Download

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

1. Download Template File

Download Now

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

3. Import Template Into S-Docs

Jun 02
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Opportunity Summary

By Templates: Sales No Comments

This opportunity summary template pulls data from Salesforce opportunity records to provide a comprehensive Opportunity overview. The template includes standard opportunity fields such as description, amount, and stage, as well as related line items. In addition, this template includes details about the most recent activity in the Activity History, as well as recent messages from the Chatter feed. This template is ideal for creating detailed, custom reports in seconds that can be shared with sales leads and executives.

Output type: PDF

Download

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

1. Download Template File

Download Now

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

3. Import Template Into S-Docs

Jun 02
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Account Summary for Contact

By Templates: Sales No Comments

Account managers need to understand the accounts they are working with, and sales leads and executives need actionable insights to make strategic business decisions. This account summary template pulls your Salesforce contacts’ account and related record data into one clean, easy to read document. Customize this template as needed to meet your own business requirements.

Output type: PDF

Download

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

1. Download Template File

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

3. Import Template Into S-Docs

Jun 02
Love0

Account Summary With Chatter

By Templates: Sales No Comments

Account managers need to understand the accounts they are working with, and sales leads and executives need actionable insights to make strategic business decisions. This account summary template pulls your Salesforce account and related record data into one clean, easy to read document. Customize this template as needed to meet your own business requirements.

Output type: PDF

Download

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

1. Download Template File

Download Now

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

3. Import Template Into S-Docs

Jan 24
Love0

Invoice – Group Product Family

By Templates: Finance No Comments

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. Products are grouped by family for easy readability.

Output type: PDF

Download

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

1. Download Template File

Download Now

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

3. Import Template Into S-Docs

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