{"id":76559,"date":"2020-09-10T17:52:15","date_gmt":"2020-09-10T12:22:15","guid":{"rendered":"https:\/\/simpledocsbu.wpengine.com\/?p=76559"},"modified":"2022-11-24T15:28:54","modified_gmt":"2022-11-24T09:58:54","slug":"11-sales-document-templates-ensure-smooth-business-process","status":"publish","type":"post","link":"https:\/\/www.revv.so\/blog\/sales\/11-sales-document-templates-ensure-smooth-business-process\/","title":{"rendered":"11 Must-Have Sales Document Templates to Ensure a Smooth Business Process"},"content":{"rendered":"\n

Sales as a function is very critical to any business. It operates on a two-way street. On one side it brings insight from customers to make the product or service better. While on the other hand, it fulfills the customer\u2019s demand. This not only helps in retaining an already established customer base but also grow it by converting prospects to a sale. This can be achieved with the help of several sales document templates like sales agreements, sales orders, proposals quotations, and many more.<\/p>\n\n\n\n

We have listed 11 such sales document templates (that include documents for both internal and external use) that will help you establish a sales process that flows and grows.<\/p>\n\n\n\n

Quotations or Quotes or Price Quote<\/strong><\/th><\/tr><\/thead>
A quotation or a quote is a sales document<\/a> that lists the price of goods and services offered by the seller. This document is used to convert that information to potential buyers before they make a purchase. Quotations<\/a> are not usually legally binding but it is generally committed that a sale is made if the customer accepts the quote.<\/td><\/tr>
Purpose of quotation<\/strong>
\u2022 Helps the buyer to make a sound decision
\u2022 Helps the seller to engage with the right buyer
\u2022 Sets the bar in case of negotiations<\/td><\/tr>
Key elements to be included<\/strong>
\u2022 Price list of goods or service offered
\u2022 Time schedule (duration of the service to be provided or scheduled of goods delivery)
\u2022 Company details (Business name, address, contact info, email address)
\u2022 Terms or provisions of modifications and its impact on the quoted price<\/a><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

\ud83d\udc49 Automate sales document processes and increase your sales team’s productivity by 100X<\/strong>
Sign up and start your journey today<\/a>! No Credit Card Required<\/p>\n\n\n\n

Sales Proposals<\/strong><\/th><\/tr><\/thead>
Convincing a potential client to buy your products or avail your services is a challenging task. A sales proposal<\/a> document helps the salespeople with this first step. It outlines the details of the goods or services that the seller offers and lists down the benefits, deliverables, and costs associated with it. Proposals are drafted after extensive research to be customer-centric, addressing how the offering of their goods or services will help the customer.<\/td><\/tr>
Purpose of Sales proposals<\/strong>
\u2022 Makes it easier to reach out to prospects
\u2022 Provides solutions and benefits that address the buyer\u2019s requirements<\/td><\/tr>
Key elements to be included<\/strong>
\u2022 Executive summary
\u2022 Details about the product or service
\u2022 Pricing details
\u2022 Benefits and reason to buy
\u2022 Details about the company
\u2022 Info on how it helps the<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Create powerful sales proposals<\/a> keeping these three essential tips in mind!<\/p>\n\n\n\n

Sales Agreement or Sales Contract<\/strong><\/th><\/tr><\/thead>
It is a legally binding sales document<\/a> that contains information about the ownership or possession of goods or entitlement of services. The agreement confirms that the goods and services are to be transferred from a seller to a buyer in exchange for a specified sum of money. It also contains the terms and conditions of how the transfer will take place between the two parties and lists provisions to deal with unexpected situations.<\/td><\/tr>
Purpose of Sales Agreement or Sales Contract<\/strong>
\u2022 Legally binds the parties
\u2022 Acts as s working documents for the contract term
\u2022 Serves as a mediator in case of disagreements<\/td><\/tr>
Key elements to be included<\/strong>
\u2022 Parties to the agreement
\u2022 Agreements to sell and purchase
\u2022 Consideration amount
\u2022 Terms and conditions of the agreement
\u2022 Restricted covenants
\u2022 Warranties and indemnities<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

\ud83d\udc49 Make your sales document processes intuitive and self-driven<\/strong>
Schedule a demo today with our experts<\/a>!<\/p>\n\n\n\n

Statement of Work or SOW<\/strong><\/th><\/tr><\/thead>
SOW<\/a> is a very important sales document. It defines the scope of work. It provides clarity to the seller regarding the exact requirements of the buyer. The document defines the responsibilities and conveys a detailed specification of what service is required and how it should be provided.<\/td><\/tr>
Purpose of a Statement of Work or SOW<\/strong>
\u2022 Clearly defines the deliverables
\u2022 Legally binding for parties involved
\u2022 Used both internally and externally to govern the project activities<\/td><\/tr>
Key elements to be included<\/strong>
\u2022 Purpose and scope of work
\u2022 List of deliverables
\u2022 Deliverable due date
\u2022 Responsibilities and liabilities
\u2022 Criteria for acceptance<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Lack of direction, not lack of time, is the problem. We all have 24-hour days.<\/p>ZIG ZIGLAR<\/a><\/cite><\/blockquote><\/figure>\n\n\n\n

Change request<\/strong><\/th><\/tr><\/thead>
A change request document is usually drafted in furtherance to an SOW. This document will include a list of modifications requested by the buyer against the already drafted scope of work. These modifications need to be conveyed to the seller and addressed as per the terms mentioned in the sales agreement that was approved by both parties.<\/td><\/tr>
Purpose of a Change Request<\/strong>
\u2022 Able to modify services or goods as per the requirement of the customer before the final deliverable<\/td><\/tr>
Key elements to be included<\/strong>
\u2022 List of modifications
\u2022 Terms governing the change
\u2022 Due date to deliver
\u2022 Signature of both parties approving the change<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

\ud83d\udc49 Automate sales document processes and increase your sales team’s productivity by 100X<\/strong>
Sign up and start your journey today<\/a>! No Credit Card Required<\/p>\n\n\n\n

Pro Forma Invoice<\/strong><\/th><\/tr><\/thead>
A pro forma invoice is a preliminary bill of sale that is sent to the buyer ahead of the delivery of his goods by the seller.<\/td><\/tr>
Purpose of a Pro Forma Invoice<\/strong>
\u2022 Streamlines the sales process
\u2022 Represents good faith by avoiding buyer from being exposed to unexpected charges on final transactions<\/td><\/tr>
Key elements to be included<\/strong>
Most pro forma invoices usually list the sale price and estimate commission and shipping costs. But some extra specifications are required to pass goods through customs in the US which might require you to add the following details to your document
\u2022 Information about the buyer and seller
\u2022 Description of goods
\u2022 Quantity of goods
\u2022 Value of all the shipped items
\u2022 Location of purchase<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
Sales Order (SO)<\/strong><\/th><\/tr><\/thead>
A sales order is a commercial document<\/a> issued by the seller to the buyer. It specifies the details about the product or service along with its price and quantity. This is used by the seller as a confirmation document that is sent to the customer.<\/td><\/tr>
Purpose of a Sales Order<\/strong>
\u2022 Useful for the seller to track orders
\u2022 Vital for inventory and order management system<\/td><\/tr>
Key elements to be included<\/strong>
\u2022 Sold-to-party
\u2022 Pricing date
\u2022 Document date
\u2022 Billing schedule
\u2022 SO number
\u2022 Shipping address<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

The above-listed sales document templates form an integral part of the process when you are working with the customer.<\/p>\n\n\n\n

Here are some sales document templates that your teams can use to use to make your internal sales process more efficient and productive.<\/p>\n\n\n\n