Looking for Medical Representative Templates to download? See the main templates that a Medical Representative would use in their day-to-day work.
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Medical Representative Templates
Contents
Medical Representative Templates
There is a huge number of templates that someone in the Medical Representative role uses in their daily work. In this article, we’ll outline the main templates they use.
Documents & Spreadsheets
These templates are some of the most commonly used templates by a Medical Representative. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Monthly Sales Report
2. Customer Visit Report
3. Product Presentation Template
4. Expense Reimbursement Form
5. Sales Territory Analysis
6. Sales Forecast Spreadsheet
7. Competitor Analysis Template
8. Product Training Manual
9. Sales Target Tracker
10. Customer Feedback Survey
Reports
Reports are often prepared by a Medical Representative to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Sales Performance Report
2. Territory Analysis Report
3. Customer Satisfaction Report
4. Competitor Analysis Report
5. Product Performance Report
6. Market Trends Report
7. Key Account Analysis Report
8. Sales Forecast Report
9. Expense Report
10. Call Activity Report
SOPs
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Medical Representative does and how they do it.
1. Sales Visit SOP
2. Product Demonstration SOP
3. Customer Relationship Management SOP
4. Sales Training SOP
5. Territory Management SOP
6. Market Research SOP
7. Sales Report SOP
8. Competitive Analysis SOP
9. Sales Forecasting SOP
10. Customer Complaint Handling SOP
Presentations
Medical Representative presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Monthly Sales Performance Report
2. Product Training Presentation
3. Competitive Analysis Presentation
4. New Product Launch Presentation
5. Key Account Review Presentation
Legal Docs
There are several key times when a Medical Representative needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Sales Agreement Template
2. Non-Disclosure Agreement Template
3. Sales Commission Agreement Template
4. Product Liability Waiver Template
5. Sales Territory Agreement Template
Health & Safety Templates
Health & Safety templates for a Medical Representative ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Monthly Safety Inspection Checklist
2. Incident Report Form
3. Emergency Evacuation Plan
4. Personal Protective Equipment (PPE) Assessment Form
5. Health and Safety Training Attendance Record
Calendars
Setting up Medical Representative calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Sales Calendar
2. Meeting Schedule Calendar
3. Travel Itinerary Calendar
4. Product Launch Calendar
5. Training Schedule Calendar
Invoice Templates
Several types of Medical Representative invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Sales Invoice: This invoice is used to bill customers for the products or services they have purchased from the medical representative.
2. Commission Invoice: This invoice is used to calculate and bill the commission earned by the medical representative based on their sales performance.
3. Expense Invoice: This invoice is used to track and bill the expenses incurred by the medical representative, such as travel expenses or promotional materials.
4. Reimbursement Invoice: This invoice is used to request reimbursement for any out-of-pocket expenses that the medical representative has paid for on behalf of the company.
5. Monthly Summary Invoice: This invoice provides a summary of all the sales, commissions, expenses, and reimbursements for the month, giving an overview of the medical representative’s financial performance
Survey Templates
For a Medical Representative to get insights related to the work they do, they need to send out Medical Representative surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Market Research Survey
4. Sales Performance Survey
5. Competitor Analysis Survey
Meeting Agendas
Having premade Medical Representative meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Sales Performance Review Meeting
2. Territory Planning Meeting
3. Product Training Meeting
4. Key Account Management Meeting
5. Team Collaboration Meeting
Budget Templates
To manage finances well, a Medical Representative would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Sales Forecast Budget Template
2. Marketing and Advertising Budget Template
3. Travel and Entertainment Budget Template
4. Employee Compensation and Benefits Budget Template
5. Miscellaneous Expenses Budget Template
Dashboards
Dashboards are a useful way for a Medical Representative to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Territory Analysis Dashboard
3. Customer Relationship Management (CRM) Dashboard
4. Product Performance Dashboard
5. Market Trends Dashboard
Proposal Templates
For bidding or requesting work, a Medical Representative needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Monthly Sales Proposal
2. New Product Launch Proposal
3. Territory Expansion Proposal
4. Customer Retention Proposal
5. Marketing Campaign Proposal
Get Your Template Made
We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Medical Representative templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.
