PandaDoc

14 must-have templates for your document library

14 must-have templates for your document library

We don’t want to sound dramatic, but documents are the lifeline of a business. Think about it. You need documents to start, operate, and grow a business.

Documents play a huge role in protecting business owners and their businesses. Business documents provide details related to the company’s agreements and other financial and customer data.  

The type of documents you use daily depends on your business, but there are some documents that every business owner needs to have in their document library. 

Basic Offer Proposal Template by Onlinevanstart

Sales Proposal by Ticket IT

Proposals

Before you can get started with a new partnership or service, you need a business proposal. A proposal is a written offer that breaks down the products and services a seller can offer a prospect.

Proposal Template from Alice & Bob.Company

A good proposal should introduce your company, outline the products and services you offer, and explain your approach to the project or business relationship.

Check out this great proposal template example from Alice & Bob.Company pictured above.

Agreements

Employment Agreement for Casual Employees by Envision

Agency Agreement Template by Lantern

In a nutshell, an agreement protects your legal rights when working with others, be that freelancers, third-party vendors, or employees.

The agreement should outline the responsibility of each party. It also should include a timeline for deliverables and any associated costs and fees. 

This Design Service Agreement from O0 Design is a great example for those working in the creative industry. O0 Design’s service agreement covers fees, testing and compliance, and trademark rules regarding client content.

Design Service Agreement from O0 Design

Price quote

Animation Studio Quote by Start A Studio

Quote Template by beadedstream

Quotes are the bread and butter of service-based businesses. Quotes help clients understand the scope and pricing of a project. 

If you want to set yourself apart from the competition, try including a well-designed pricing table and multimedia elements (photos and videos).

Kitchen Art Design does a great job at balancing text and multimedia elements in the quote template below. 

Quote Template from Kitchen Art Design

Additional documents you could benefit from having include: contracts, invoices, non-disclosure agreements, quarterly business reports, and a business (or marketing) plan. 

Now that you know about the important documents you should have let’s move on to document creation. Creating a new business document from scratch isn’t as simple as it may seem. 

Between formatting and researching local, state, and federal laws, creating the perfect document for your business can take hours or days. Trust us, we know. 

The idea of PandaDoc was born after our founders spent six hours designing a business proposal. The idea of spending hours crafting a document is why more and more businesses are turning to templates. 

What is a template? 

A template serves as a model for arranging information in a document. Think of it as a framework for jump-starting your document creation. Templates also offer an array of benefits for businesses of all sizes. 

Benefits of document templates 

We’ll start with the obvious. Templates can save you time allowing you to focus on more important things like employee development or lead generation. 

Instead of reinventing the wheel every time you need to create a document for a client, just use a template.

With a template, all you have to do is auto-populate your client’s information, and voilà the document is ready for eSign. With the right document automation tool, this can get done in just a few clicks. 😉

Another benefit of templates is the ability to create structure and brand consistency among all documents. In today’s digital world, branding is everything. Brand consistency helps develop trust with customers and creates brand awareness. 

You may be thinking to yourself – templates sound amazing. Where can I find them? 

Well, look no further than PandaDoc’s Community Gallery. Our new Community Gallery features some of our favorite templates from PandaDoc customers and partners. Here’s a look at some of the templates you’ll find in our Community Gallery. 

Client Agreement Template by Learnerbly

Client Agreement Template by Learnerbly

Make it easy to finalize client purchases by using this thorough, beautiful client agreement template from Learnerbly. 

Create a comprehensive performance marketing proposal with this template that shows off everything your brand can do to improve a company’s website, social media, and marketing. 

Performance marketing proposal template by Two Six

Performance marketing proposal template by Two Six

Create a comprehensive performance marketing proposal with this template that shows off everything your brand can do to improve a company’s website, social media, and marketing. 

Digital Marketing Services Proposal Template by SLON Media

Proposal Template by SLON Media

Capture the attention of future clients with this innovative digital marketing services proposal template from SLON Media. 

Software Implementation Template by Envision Digital

Software Implementation Template by Envision Digital

With Envision Digital’s software implementation template, itself a bit of proposal software with impressive video capabilities, you can maximize the benefits of the new technological systems you provide to your clients. 

Services Agreement Template by Lone Fir Creative

Services Agreement Template by Lone Fir Creative

Create a custom services agreement anytime you need one using this template by Lone Fir Creative. You can use the template as a guide to writing your own services agreement, or you can modify the template itself, as needed, for your purposes.

Ready to find inspiration for your next – or first document? Head over to our Community Gallery

Bethany Fagan

Bethany Fagan Senior Manager, Content Marketing at PandaDoc

Bethany is the Senior Manager, Content Marketing at PandaDoc. She has over 10 years in the sales and marketing industry and loves crafting new stories and discovering new content distribution channels. Outside of the office, she spends her time reading, working out at Orangetheory or trying a new Brooklyn brewery with her husband and two French Bulldogs, Tater Tot and Pork Chop.

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