$
0
FREE
Your sales team works hard to develop strategies, follow up with prospects, provide demos, and more, but it can be difficult to keep track of all the information and documents that are generated during the sales process. Here at Notion, our sales team uses this template to consolidate all the documents required to complete a sale, from beginning to end. With Notion's database feature, it's easy to track document status, next steps, and due dates, ensuring that everyone has the information they need to stay on track and get reviews completed on time. By using this template, teams can streamline their sales process and stay organized throughout the entire cycle.
USE
FOR
OFF
Your sales team works hard to develop strategies, follow up with prospects, provide demos, and more, but it can be difficult to keep track of all the information and documents that are generated during the sales process. Here at Notion, our sales team uses this template to consolidate all the documents required to complete a sale, from beginning to end. With Notion's database feature, it's easy to track document status, next steps, and due dates, ensuring that everyone has the information they need to stay on track and get reviews completed on time. By using this template, teams can streamline their sales process and stay organized throughout the entire cycle.
More templates from
Notion
This template allows students to plan their semester or quarter by tracking the weight of assignments, exams, and projects towards their final grade. Students can enter their grades to see how they are doing and prioritize their time accordingly. The template includes formulas to automatically calculate and update the student's progress.
Camilla Alvarez is a busy entrepreneur who has successfully balanced the demands of running a startup with maintaining a healthy personal life. Our video "The Search" features a look at Camilla's workspace and how she uses Notion to manage both her personal habits and her business. Currently, Camilla is focused on achieving her daily fitness goals and hiring a Head of Engineering, but her dashboards can be adapted to fit any changing priorities. You can duplicate her entire workspace, including her workout tracker and engineering interview guidelines, and customize it to suit your own needs.
The product is designed to help you plan and write a thesis or dissertation. It includes features that can help you brainstorm and evaluate potential topics, keep track of your sources and notes, and stay on schedule with a timeline of due dates. You can also use this tool to draft your content in the same space, making it easy to keep everything organized and accessible. Overall, this product is intended to provide you with a comprehensive and convenient workspace for working on your thesis or dissertation.
Track your habits and stay accountable by using this table. Simply replace the existing column titles with the habits you want to track. You can check off items, enter numerical data, or even write text to build a journaling habit. Each day, create a new row and record your progress. Use filters and sums to track your progress over time and monitor any trends. This table is great for daily challenges or keeping track of your habits.
In the 1940s, Walter Pauk, a professor at Cornell University, created a new method of taking notes to help college students organize, condense, and understand the material they were learning. This system has been shown to be very effective as a learning tool. Here, we will explain how to use it in Notion.
This product allows you to manage the entire job application process on one page. You can organize your resume, cover letter, and portfolio for easy access, and keep track of companies you've applied to with statuses and deadlines. You can sort or filter your applications by stage or due date on a calendar, and take notes on the company, position, hiring manager, your personal preferences, and anything else you need to remember during the application and interviewing process. This can help you stay organized and on top of your job search.
As a startup, having a data room can be invaluable during the fundraising process. It allows potential investors to gain a thorough understanding of your business and its operations. This template can help you quickly set up your own data room, providing a centralized location to store important documents, business details, and data. This can help you present a professional and organized image to investors, increasing the likelihood of securing funding.
This product helps you track your spending and reach your financial goals. You can set a monthly budget and enter your expenses in the database. The filters allow you to view your expenses in different ways, such as by category or by month. You can also view your expenses on a calendar or in a Kanban-style board, broken down by category. This can give you a better understanding of your spending habits and help you make more informed financial decisions.
Through its partnership with Unsplash, Notion offers access to a library of 950,000 photos, which can be easily searched and added to your content. This feature is particularly useful for creating mood or inspiration boards for events, products, brand campaigns, and more. The template provided is just one example of how you can take advantage of this feature in Notion.
Related templates
With this template, you can check off the habits you're interested in tracking and see a graphical view of your consistency. The chart automatically refreshes its values every month, so you can see only the current month's results. This template simplifies the way you track your habits and visualize your progress.
This template can help you save hours of time and effort in building your own customer relationship management (CRM) system. It eliminates the need for you to set up databases, select categories, and link everything together manually. With this template, you can run your business using Notion as your CRM, and keep all your information and data organized in a single, easy-to-use platform. This means you won't have to spend hundreds of dollars per year on CRM software.
This template can be used to keep all of your sales documentation and projects organized and in one place. Simply replace the sample content with your own information to get started. By using this template, you can ensure that all of your sales-related information is easy to find and access, which can help you stay organized and on top of your tasks. This can save you time and help you be more productive, so you can focus on what matters most: growing your business.
If you struggle with keeping track of multiple projects that are constantly changing and have trouble prioritizing your tasks each day, this template may be helpful. It provides a comprehensive view of your ongoing projects, daily tasks, and events, allowing you to organize and manage your workload more effectively.
The Notion team uses this database to track all product and engineering work. Every project includes key information to help teams like Legal, Sales, and Marketing understand what is being shipped and why. The customizable properties allow us to track the status, project descriptions, and launch dates side by side. Within each project page, we embed a filtered view of the tasks related to that project, as well as link previews for Github and Figma. This way, all our work is kept in one place. This template is part of a larger product management system template - read more about how we use it in this blog post.
Post-mortem meetings provide a comprehensive view of projects, unlike other meetings in the project management process. By conducting regular post-mortem meetings after every project, you can build up institutional knowledge that can be used to create structured processes and improve team communication. This template can help you streamline future projects and enhance organizational learning. By using this template, you can improve the effectiveness of your post-mortem meetings and gain valuable insights into your projects.
If you want to get a head start on tracking your business, consider using business frameworks to help you get organized. These frameworks are customizable, so you can tailor them to meet your specific needs. They come with templates for project management and guides from experienced business leaders, so you can get the information you need to succeed. Using these frameworks can help you stay on track and keep your business moving in the right direction.
Say goodbye to hours of weekly menu preparation, including grocery shopping and budget planning. The Perfect Meal Planner allows you to plan your meals in just a few minutes. Select your favorite recipes and get an instant grocery list, complete with estimated costs. It's the easy and efficient way to plan your meals and stay on budget.