$
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.

This 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.

A standard operating procedure (SOP) is a document that outlines how certain tasks or processes should be carried out within a company. Although SOPs can be used for a variety of purposes, the most effective ones share certain characteristics. Here, we have outlined these characteristics to help your team customize this SOP to meet the needs of various departments.

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.

As an interviewer, your goal should be to get to know your candidate and help them feel prepared and confident. That's why at Notion, we have created a guide to help you prepare for interviews with us. We have included tips and resources to help your candidate feel more at ease, as well as customizable templates for different roles and departments. By using these templates, you can provide your candidate with important information, such as videos, links, schedules, and more, to help them prepare for their interview.
Related templates

Company goals are an important tool for driving focus and morale, but it can be easy to lose track of them in the hustle and bustle of daily work. Here at Notion, we use this template to consolidate our company goals and make it easy to track their performance, timelines, status, and more. By using this template, teams can systematize knowledge transfer and collaborate on building out their company goals, ensuring that everyone is working towards the same objectives and making progress towards achieving them.

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're looking for a way to keep your client projects, prospecting, contacts, financials, distribution channels, and performance organized and accessible, consider using a system of linked workspaces. This system has over 55 workspaces that can help you stay on top of all your important information. You can consolidate your planning and strategy using persona templates, positioning boards, pricing information, and competitor research. Plus, you can quickly generate fresh client portals, plan large campaign timelines, and assign specific tasks to your team members. All of these features can help you streamline your work and keep everything in one convenient place.

There are many finance tracker options available in the Notion community. However, this particular finance tracker stands out as unique and offers more than just the basic features. In addition to the standard features you would expect in a finance tracker, this tool provides additional features to help users better manage their finances and improve their wealth.

As a talent agency, it's important to keep track of your talent roster and their information in order to effectively market and find work for them. This talent agency CRM simplifies the process of pitching your talent by allowing you to embed viewership metrics, channel genre, and more. Use this template to create an interactive talent roster that you can share with anyone, and easily market your creative professionals. This template will help you manage your talent roster and make it easier to find success for your clients.

Planning a wedding is a challenging and complex process. It's easy to feel overwhelmed and unsure of where to start. It can be difficult to keep track of all the details and stay organized, and it's common for couples to feel like they are the only ones struggling. However, it's important to remember that most couples find wedding planning stressful and overwhelming. You are not alone in your struggles.

The product simplifies the process of creating proposals for freelancers. Traditional methods can be time-consuming and online tools can be overly complicated and expensive. The product allows users to easily create mobile responsive proposals and manage them in a MiniCRM. It also enables users to easily reuse and interlink existing content. Overall, the user experience is more user-friendly than other solutions.

At Notion, our sales team uses a weekly digest to keep everyone informed about the latest metrics, product updates, upcoming events, and more. We create consistency by using the database template feature and filling out action items with weekly to-do's. This template helps us host our weekly sales sync and makes complex collaboration easy and enjoyable.

+1 Labs, the innovation lab at Match Group (Tinder, Hinge, Match, OkCupid), developed this roadmap template to help teams prioritize their big bets for the year and maintain a clear vision and focus. The template is designed to provide clarity around what the team wants to pursue and when, allowing them to move forward with confidence and direction. By using this template, teams can better align their efforts and resources towards achieving their most important goals.