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The Only Sales Templates You'll Ever Need—We Promise

  • There's a lot of sales content out there. We teamed up with PandaDoc to give you the necessary compilation of sales templates that will have any salesperson set up and ready to go from Day 1. Send this template pack to your new and established sales team members to help them do their work quickly, efficiently, and with proven templates that have driven clear results.

    In this guide, you'll find 24 sales-friendly templates that we've actually used, as well as insights on how well they worked for us, and what you should know when using them. This incredibly well-researched guide is going to put your sales team on the path to success.

  • These 24 sales templates will have your team ready to hit the ground running. We've got you set up from start to finish, including templates for qualifying leads, discovery calls, follow ups emails, proposals, invoicing, and so much more. 

    Hear from Head of PandaDoc Sales, Michael Paladino, who felt that updating his sales team’s contracts with the provided template worked wonders for his team: “Overhauling our contracts with this template made our lives easier and our wallets fatter -- it was a no brainer.” There are more success stories in here—jump in and get your revenue moving up and to the right!

You'll learn all about:

  • Templates for qualifying leads
  • Templates for discovery calls & presentations
  • Templates for follow up communications
  • Proposal and cost negotiation templates
  • Contracting and invoicing templates
  • E-signature best practices and workflows

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