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 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