Notion's sales document tracker
$
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.
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
This template from [company name] is designed to help you keep track of your team's tools and how they are working for your workflows. Add feedback, monitor usefulness, and track cost as you go.
This product is designed for people who want to manage their finances more effectively. It offers a simple and user-friendly interface that allows users to track their bills and expenses, helping them to stay on top of their budget and avoid late payments. The template also includes a feature that automatically calculates the next billing date, allowing users to easily input their monthly rate and have the rest of the work done for them. Overall, this product is an essential tool for anyone looking to get their finances in order.
Keep track of details and notes on your nonprofit's donors in this shared database from another company.
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.
This template is an essential tool for anyone looking to create detailed and effective customer journey maps. Unlike traditional 5x5 grids, it allows you to use Notion's infinite canvas to map out rich and complex customer journeys that convert. With this template, you can easily map out key stages in the user journey, target personas, goals and pain points, actions and endpoints, use cases and touch points, key projects and campaigns, and even surveys, targets, and KPIs. Whether you're working on marketing or product strategy, this template is a valuable resource.
The template is designed to assist marketing or product managers in defining all necessary events, calls, and groups for their Segment instance. It includes step-by-step instructions for creating a tracking plan and pre-defined calls commonly used in most cases. Additionally, it provides recommendations on how to maximize the value of a Segment instance. By following the guidelines in the template, developers can quickly implement the plan and help users begin gaining insights from their data.
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.
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.
The following is a comprehensive project management template that can be easily copied and pasted to help you get started planning your next project. This template includes a range of tools and features to help you manage every aspect of your project, from initial planning and design to execution and review. With its easy-to-use format and customizable features, this template can be a valuable resource for any project manager.
Conducting marketing experiments can help you uncover new opportunities and refine your marketing strategy. Use this template to organize and track your experiments, from hypothesis to conclusion. Share this with your team and encourage them to upvote the experiments that interest them the most. Duplicate this template to create a central database for all your marketing experiments.
