Category

Templates: Sales

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

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

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

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

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

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

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

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

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

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

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

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

Top