Sales documents

Sales documents help salespeople conduct each step in a sale. PandaDoc provides many standard sales document templates that help to streamline the process of creating, sending, and tracking business documents. With PandaDoc, you can win back time, save money by building up-to-date sales content and increase team productivity.

Sales Invoice Template

Sales Invoice Template

Use this professional sales invoice template as a sample on which to base all the sales invoicing of your product or service.

Executive Summary Template

Executive Summary Template

Your potential investors are spending the most time reading one part of your business plan. Use this executive summary template to make your business idea shine.

Sales Quote Template

Sales Quote Template

Use this free Sales Quote template to let your prospective client know how you can help them, as well as how much it may cost them.

Sales Agency Agreement

Sales Agency Agreement Template

This sales agency agreement template should be used if your company is hiring another company to sell products that you own or manufacture in a defined geographic region.

Sales Documents Templates

As indicated in the latest report by Statista, the global retail sales market was about $23.74 tln in 2020 and will hit $31.7 trillion by 2025. The specified branch stands out for its highly competitive environment. That’s why businesses in this sector strive to employ any opportunity to improve their competitiveness. Sales document templates help them to achieve such a purpose.

Commercial documentation requires specific knowledge and skills to make it. Therefore, experts recommend using only the mentioned papers’ samples proposed by trustworthy platforms. PandaDoc.Com offers plenty of examples of sales documents made by proficient experts. Specialists also consistently improve templates at pandadoc.com. That’s why commercial documentation based on PandaDoc samples always complies with applicable laws and marketing trends.

Tips on How to Implement Standardized Documents

Using examples of sales documentation in the company’s paperwork demands some preparation. You should follow the subsequent recommendations to prepare your employees:

PandaDoc offers its customers many commercial paper templates that suit different business industries. All samples at pandadoc.com have thoughtful structure but, at the same time, are simple to use. So, your sales managers won’t have any issues when employing them.

Advantages of Commercial Documentation Templates

One of the key benefits is the possibility of saving time. According to Harvard Business Review, some companies’ sales reps spend up to 22% of their time at work on commercial offerings development. This problem may be solved by using PandaDoc pre-sale document templates. The other pros are:

Some documentation, like sales proposals, should look catchy to attract prospects. You may find commercial offer templates with excellent design at pandadoc.com.

What Kinds of Commercial Doc Samples Does PandaDoc Offer?

Customers may view the available examples of the specified documentation by visiting pandadoc.com. However, they should authorize or go through the registration procedure to download the necessary samples. The list of sales documents proposed by PandaDoc includes the following most popular forms:

PandaDoc offers its visitors many more examples of sales documents. Just visit pandadoc.com to download the necessary free sale templates!

FAQ: Sales Documents

What are examples of sales documents?

Sellers use these papers to make deals, hire sales reps, and employ trade representatives to sign commercial contracts. Such forms already contain general sales information. So, sellers or sales representatives need to fill empty lines and fields. You may use the templates to create commercial proposals, agreements, invoices, receipts, etc.

What is a selling document?

Such papers are used to close commercial deals or employed in pre-sale phases. The specified documents should have a thoughtful structure. Some of the mentioned papers, like commercial proposals, must be catchy to attract clients. Entrepreneurs and sales reps usually employ commercial templates to create the described documents. It allows for avoiding making mistakes, saving time, and so on.

How do you prepare sales documents using Pandadoc?

Visitors should authorize or sign up at pandadoc.com to receive the right to download commercial samples. Then, they should pick a section with suitable sales templates and view the available forms. Each commercial template has its page where you can see it in detail. You should click the download button to get a suitable sample. PandaDoc customers have to notify some necessary information in downloaded templates. After that, you can send a ready-made document to your prospects.