Sales Template Types

Template Type	Description and Available Templates
Order booking	Order forms are widely used by businesses to sell their products and request more products from a vendor. Whether you have any business like grocery, medicine, banquets, you will require an order booking form which helps you to collect the order details and customers information. You can use these order booking templates to leverage your business and simplify the sales process. These templates can cover all types of businesses like catering services, online food orders, business sales, grocery, pharmacy, etc.The available templates in this type are: Order Dispatch Form Order Catering Services Order Form Digital Product Order Form Online Food Ordering Form Online Taxi Booking Product Order Form Flower Order Booking Flower Order form Type 2 Gift Card Order Form Gift Card Order Form 2 Railway Booking Form Business Sales Form Banquet Booking Form Grocery order booking Medical Order Order Booking Saravani Sweets Order Form Order Phar
Purchase Order	A purchase order (PO) is a type of order form for goods or services that is typically used in business-to-business transactions between a buyer and a supplier. You can use these purchase order templates to manage your ordering process. These can help standardize the ordering process, ensure accurate record-keeping, and save time. The available templates in this type are: Invoice Proforma Invoice Internal Purchase Request
Collection	The collection plays a crucial role in the financial industry. You must have a record for any type of collection to keep track of every transaction. You can use these templates to simplify the collection process and serves as transaction management tools. You can capture the necessary documents like cheques, DDS, signatures with these templates. You can customize these templates by adding more fields to serve any business requirement. This type is pre-equipped with some templates which can manage activities like collection, deposits, cash, and stock reconciliation, etc. The available templates in this type are: Collection Cancel Request Complete Deposit Cash Collection Form Deposit Form Chits Amount Collection Collections For Sarvani Sweets Supervisor Cash Reconciliation Supervisor Stock Reconciliation
Receipt Submission	The receipt submission templates help you transform your paper receipts into digital files. These templates provide solutions to any type of business receipts, and you can generate a printable PDF copy after the form submission. This type is pre-equipped with some sample templates which can manage business receipting activities. The available templates in this type are: Receipt Business Receipt PTP Form Receipts Form
Field Inspection	Field inspection is an essential thing, mostly in the manufacturing and construction field. It involves verifying the work progress, machinery, or any other. You need to record all the observations after completing or while doing the verification. Using these templates, you can record all your observations easily, keep track of every inspection, and provides easy access to the data when required. You can capture the photos of your findings, upload any supporting documents, observation notes, etc. The available templates in this type are: Field Inspection forms LWB ILLEGAL CONNECTION FIELD INVESTIGATION REPORT
Field Visits	Field visits are often required in many industries to meet a customer or any other entity related to your business. After completing a meeting, you may need to share the meeting details with the higher management. You can simplify these kinds of activities using these templates. Capture any information, whether it might be meeting details, work progress, distributing any stuff, house visit for students enrollment, etc. These are very convenient to use and provides easy access to the data when required. This type is pre-equipped with some templates which can manage the activities like a farmer visit, a customer visit, house visit, etc. The available templates in this type are: Farmer Visit Customer Visit Staff Visit Customer Visit Form Agriculture Department Visit Field Day Govt Office Visit Retailer or Distributor Visit Customer Visit Form House Visit (Enroll Students) Distributor & Retailer Visit Form
Site inspection	Site inspections are a set of regular activities to check and verify the on-field compliance, including safety standards, working conditions, and other critical areas of the worksite. Site inspection is being conducted and carried out using traditional methods of field visits with a pen and paper checklist. The site inspection templates are used to observe and record site hazards and assign corrective actions immediately while conducting your inspection. You can capture the relevant photos, location, digital signature, etc. You can make use of the below form templates to perform the site inspection. Site Inspection 1 Site Inspection 2 Site Inspection 3 Inspection Request Report Farmer Visit
Client On-boarding checklists	Client onboarding is the process of bringing on a new client to your business. Using these templates, you can make the client onboarding process easier. You can capture the client details, journey details, and feedback which are very helpful to improve the client onboarding experience. You can add more fields to customize the template for collecting more details like photos, signatures, documents, etc. This type is pre-equipped with the below templates. Client On boarding Checklist Client On-boarding Checklist
Customer registration	Use these customer registration form templates to capture the information you need to welcome your customers easily. Whether you’re registering clients for beauty services, healthcare, or any other service, use these templates to quickly gather important client information online and convert form submissions into valuable leads for your company. You can capture any type of customer information such as photos, documents, signatures, locations, etc. This type is pre-equipped with some templates which can manage activities like new customer registration, customer onboarding, event registrations, customer inquiry, etc. The available templates in this type are: New Customer Registration Customer Onboarding Gym Registration Form Ski Lodge Reservation Form Customer Registration Visitor Form Customer Potential Customer Enquiry Farmer Form Visitor Registration Form-Expo Farmer Form
Sales	The sales templates help you implement sales techniques, manage sales operations to boost productivity and ramp up sales. You can use these templates to keep track of your daily sales and other related activities like customer meetings, product sampling, calls made, customer feedback, etc. These templates let you observe and compare your team’s current sales performance with the pre-set sales targets by generating target vs achievement reports. Here are some sample templates which help you to manage sales-related activities. Sales Recruitment Workshop Packaging Sales Form Daily Sales Phar Discovery Call Feedback Form Supervisor Stock reconciliation

Order booking

Order forms are widely used by businesses to sell their products and request more products from a vendor. Whether you have any business like grocery, medicine, banquets, you will require an order booking form which helps you to collect the order details and customers information. You can use these order booking templates to leverage your business and simplify the sales process. These templates can cover all types of businesses like catering services, online food orders, business sales, grocery, pharmacy, etc.The available templates in this type are:

Order Dispatch Form
Order
Catering Services Order Form
Digital Product Order Form
Online Food Ordering Form
Online Taxi Booking
Product Order Form
Flower Order Booking
Flower Order form Type 2
Gift Card Order Form
Gift Card Order Form 2
Railway Booking Form
Business Sales Form
Banquet Booking Form
Grocery order booking
Medical Order
Order Booking Saravani Sweets
Order Form
Order Phar

Purchase Order

A purchase order (PO) is a type of order form for goods or services that is typically used in business-to-business transactions between a buyer and a supplier. You can use these purchase order templates to manage your ordering process. These can help standardize the ordering process, ensure accurate record-keeping, and save time. The available templates in this type are:

Invoice
Proforma Invoice
Internal Purchase Request

Collection

The collection plays a crucial role in the financial industry. You must have a record for any type of collection to keep track of every transaction. You can use these templates to simplify the collection process and serves as transaction management tools. You can capture the necessary documents like cheques, DDS, signatures with these templates. You can customize these templates by adding more fields to serve any business requirement. This type is pre-equipped with some templates which can manage activities like collection, deposits, cash, and stock reconciliation, etc. The available templates in this type are:

Collection
Cancel Request
Complete Deposit
Cash Collection Form
Deposit Form
Chits Amount Collection
Collections For Sarvani Sweets
Supervisor Cash Reconciliation
Supervisor Stock Reconciliation

Receipt Submission

The receipt submission templates help you transform your paper receipts into digital files. These templates provide solutions to any type of business receipts, and you can generate a printable PDF copy after the form submission. This type is pre-equipped with some sample templates which can manage business receipting activities. The available templates in this type are:

Receipt
Business Receipt
PTP Form
Receipts Form

Field Inspection

Field inspection is an essential thing, mostly in the manufacturing and construction field. It involves verifying the work progress, machinery, or any other. You need to record all the observations after completing or while doing the verification. Using these templates, you can record all your observations easily, keep track of every inspection, and provides easy access to the data when required. You can capture the photos of your findings, upload any supporting documents, observation notes, etc. The available templates in this type are:

Field Inspection forms
LWB ILLEGAL CONNECTION FIELD INVESTIGATION REPORT

Field Visits

Field visits are often required in many industries to meet a customer or any other entity related to your business. After completing a meeting, you may need to share the meeting details with the higher management. You can simplify these kinds of activities using these templates. Capture any information, whether it might be meeting details, work progress, distributing any stuff, house visit for students enrollment, etc. These are very convenient to use and provides easy access to the data when required. This type is pre-equipped with some templates which can manage the activities like a farmer visit, a customer visit, house visit, etc. The available templates in this type are:

Farmer Visit
Customer Visit
Staff Visit
Customer Visit Form
Agriculture Department Visit
Field Day
Govt Office Visit
Retailer or Distributor Visit
Customer Visit Form
House Visit (Enroll Students)
Distributor & Retailer Visit Form

Site inspection

Site inspections are a set of regular activities to check and verify the on-field compliance, including safety standards, working conditions, and other critical areas of the worksite. Site inspection is being conducted and carried out using traditional methods of field visits with a pen and paper checklist. The site inspection templates are used to observe and record site hazards and assign corrective actions immediately while conducting your inspection. You can capture the relevant photos, location, digital signature, etc. You can make use of the below form templates to perform the site inspection.

Site Inspection 1
Site Inspection 2
Site Inspection 3
Inspection Request Report
Farmer Visit

Client On-boarding checklists

Client onboarding is the process of bringing on a new client to your business. Using these templates, you can make the client onboarding process easier. You can capture the client details, journey details, and feedback which are very helpful to improve the client onboarding experience. You can add more fields to customize the template for collecting more details like photos, signatures, documents, etc. This type is pre-equipped with the below templates.

Client On boarding Checklist
Client On-boarding Checklist

Customer registration

Use these customer registration form templates to capture the information you need to welcome your customers easily. Whether you’re registering clients for beauty services, healthcare, or any other service, use these templates to quickly gather important client information online and convert form submissions into valuable leads for your company. You can capture any type of customer information such as photos, documents, signatures, locations, etc. This type is pre-equipped with some templates which can manage activities like new customer registration, customer onboarding, event registrations, customer inquiry, etc. The available templates in this type are:

New Customer Registration
Customer Onboarding
Gym Registration Form
Ski Lodge Reservation Form
Customer Registration
Visitor Form
Customer Potential
Customer Enquiry
Farmer Form
Visitor Registration Form-Expo
Farmer Form

Sales

The sales templates help you implement sales techniques, manage sales operations to boost productivity and ramp up sales. You can use these templates to keep track of your daily sales and other related activities like customer meetings, product sampling, calls made, customer feedback, etc. These templates let you observe and compare your team’s current sales performance with the pre-set sales targets by generating target vs achievement reports. Here are some sample templates which help you to manage sales-related activities.

Sales Recruitment Workshop
Packaging Sales Form
Daily Sales Phar
Discovery Call Feedback Form
Supervisor Stock reconciliation