Sales Template Types
| Template Type | Description and Available Templates |
|---|---|
| Order booking |
The order booking process is 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 process
template that can manage every activity like collecting order details and
customer information, delivery, payment, feedback, etc. You can use these
order booking process 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:
|
| Purchase Order |
A purchase order (PO) is a type of document for goods or services that is
typically used in business-to-business transactions between a buyer and a
supplier. You can use these process templates to manage the activities
involved in generating a purchase order. These activities include collecting
required item details, managing all the approvals, and PO generation. These
can help standardize the ordering process, ensure accurate record-keeping,
and save time. The available templates in this type are:
|
| Collection |
The collection plays a crucial role in the financial industry. You must need
a record for any type of collection to keep track of every transaction.
These process templates help you simplify the collection process and serves
as transaction management tools. You can manage every activity in collection
process. 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 payment collection, deposits, data
collection, biker delivery, etc. The available templates in this type are:
|
| 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. These process templates help you manage various activities
involved in an inspection workflow like technician visits, spare parts
requisition if needed, higher-level inspections, approvals, etc. Using these
templates, you can record all your observations, 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 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, and based on
the details, the process has to go further. Using these templates, you can
simplify any kind of workflows such as production process, pickup, etc.
These are very convenient to use and provides easy access to the data when
required. The available templates in this type are:
|
| 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. These templates help you manage each and every activity in a
workflow while onboarding a new client. These activities include capturing
the client details, KYC, verification, approvals, feedback, and more. This
type is pre-equipped with the below template, which makes client onboarding easier.
|
| Customer registration |
Use these customer registration process templates to capture and verify the
customer's information easily. These templates allow you to manage every
activity in a workflow like gathering important client information, client
verification, approval-related activities, monitor the status, and more. You
can manage capture any type of customer information such as photos,
documents, signatures, locations, etc. This type is pre-equipped with some
sample templates which can manage workflows like merchant onboarding,
prospect creation, farmer process creation, etc. The available templates in
this type are:
|
| Sales |
The sales process templates help you manage sales workflows that can boost
productivity and ramp up sales. These templates allow you to manage various
activities in sales-related workflows like product delivery, product
demonstration, product sampling, and more. You can use these templates to
keep track of your daily sales and monitor the status of every activity.
Here are some sample templates which help you to manage sales-related workflows.
|