FREE TEMPLATES

Free Sales Templates for Every Deal

25+ free templates for sales proposals, mutual action plans, digital sales rooms, business cases, and more. Built for modern GTM teams.

Sales

Sales Proposal Template

Stop sending static PDFs that disappear into inboxes. Create interactive, trackable sales proposals that engage buyers a...

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Sales

Mutual Action Plan Template

Stop losing deals to inaction. Create a shared plan with your buyer that defines every milestone from evaluation to go-l...

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Sales

Digital Sales Room Template

Give every deal its own branded space. Centralize proposals, demos, case studies, and next steps in one trackable link t...

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Sales

Business Case Template

Help your champion sell internally with a data-driven business case. Quantify ROI, map costs and benefits, and present a...

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Customer Success

QBR Template

Transform your quarterly business reviews from routine check-ins into strategic conversations. Showcase the value you ha...

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Customer Success

Customer Onboarding Template

Give new customers a seamless onboarding experience with a structured, interactive workspace. Reduce time-to-value and s...

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Sales

Sales Follow-Up Template

Stop sending forgettable follow-up emails that disappear in crowded inboxes. Send interactive, trackable follow-up pages...

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Sales

Executive Summary Template

Executives don't read long proposals—they scan for impact. This template helps you distill your entire value proposition...

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Sales

Deal Room Template

Stop scattering your deal materials across email threads, Slack messages, and shared drives. Create a centralized deal r...

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Cross-Functional

Case Study Template

Nothing sells like proof. This template helps you craft professional, data-driven case studies that showcase real result...

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Sales

Sales One-Pager Template

Condense your value proposition into one powerful page that buyers remember and share. Built from the best-performing on...

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Sales

Pricing Proposal Template

Remove pricing friction with a transparent, professional proposal that buyers can approve without back-and-forth. Struct...

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Implementation

Implementation Plan Template

Give every stakeholder a clear view of milestones, owners, and deadlines from kickoff to go-live. Built from the playboo...

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Sales

Demo Follow-Up Template

The demo is only half the battle. Send a structured follow-up that reinforces your key points, addresses lingering conce...

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Customer Success

Customer Success Plan Template

Align with your customers on measurable goals, track progress against milestones, and prove the ongoing value of your pa...

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Sales

Sales Battlecard Template

Stop losing deals to competitors because your reps lack the right intel. Equip your entire sales team with real-time com...

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Sales

MEDDIC Template

Stop wasting cycles on deals that were never going to close. Use a structured MEDDIC framework to qualify opportunities ...

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Sales

Account Plan Template

Stop managing key accounts reactively. Build structured account plans that map stakeholders, identify expansion opportun...

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Customer Success

Renewal Proposal Template

Stop treating renewals as a formality. Create interactive renewal proposals that demonstrate the value you have delivere...

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Sales

ROI Calculator Template

Stop relying on abstract promises to sell your solution. Build an interactive ROI calculator that lets prospects see the...

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Sales

Enterprise Sales Template

Enterprise deals involve dozens of stakeholders, long sales cycles, and mountains of information. This template gives yo...

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Customer Success

Client Onboarding Template

First impressions set the tone for the entire client relationship. This template gives you a structured, interactive onb...

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Implementation

Project Kickoff Template

Misaligned expectations kill projects before they start. This template ensures every stakeholder is on the same page wit...

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Founders

Partnership Proposal Template

Great partnerships start with great proposals. This template helps you articulate mutual value, define collaboration fra...

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Sales

Competitive Battlecard Template

Your reps encounter competitors in nearly every deal. This template arms them with the positioning, objection responses,...

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