$
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.
Related templates

Every company, especially startups, needs to have a clear product vision and strategy in order to guide their efforts and focus their team. Roman Pichler has created a product vision board to help new startups identify their product vision, even if they don't have a lot of data on their customers. The board is designed to be concise and avoid unnecessary details, such as user stories, personas, and design sketches, in order to help startups stay focused on their overall goals.

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.

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.

An essential tool for anyone looking to manage their finances, this simple and easy-to-use template helps track bills and expenses. With automatic calculations for your next billing date, all you have to do is input your monthly rate and the rest is taken care of for you. Stay on top of your budget and avoid late payments with this helpful tool.

This checklist and timeline management tool is designed to help businesses plan and execute successful pre-launch, launch, and post-launch tactics. It outlines all the necessary tasks and provides a framework for identifying goals, developing strategies, and assigning tasks to teams and individuals. By using this guide, businesses can ensure that they are able to drive disruptive growth and achieve their goals.

The following text describes a project plan template used by Loom to help their team organize their ideas and create project proposals efficiently. By standardizing the project plan, the team is able to identify important questions and receive valuable feedback. This template allows for the inclusion of Figma files, Loom videos, metrics, and other relevant information to support the project. Using this template can help improve collaboration among team members and produce a strong project plan.















