Looking for Pharmaceutical Sales Representative Templates to download? See the main templates that a Pharmaceutical Sales Representative would use in their day-to-day work.
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Contents
There is a huge number of templates that someone in the Pharmaceutical Sales Representative role uses in their daily work. In this article, we’ll outline the main templates they use.
These templates are some of the most commonly used templates by a Pharmaceutical Sales 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. Territory Visit Plan
3. Customer Contact Log
4. Product Price List
5. Sales Presentation Template
6. Expense Report
7. Sales Forecast
8. Product Sample Request Form
9. Competitive Analysis Template
10. Sales Training Schedule
Reports are often prepared by a Pharmaceutical Sales 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. Product Performance Report
5. Competitor Analysis Report
6. Market Share Report
7. Sales Forecast Report
8. Call Activity Report
9. Expense Report
10. Inventory Report
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Pharmaceutical Sales Representative does and how they do it.
1. Sales Call SOP
2. Product Presentation SOP
3. Territory Management SOP
4. Customer Relationship Management SOP
5. Sales Meeting SOP
6. Product Knowledge Training SOP
7. Sales Report SOP
8. Competitive Analysis SOP
9. Sales Forecasting SOP
10. Sales Target Achievement SOP
Pharmaceutical Sales 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. New Product Launch Presentation
3. Competitive Analysis Presentation
4. Key Account Review Presentation
5. Sales Training Workshop Presentation
There are several key times when a Pharmaceutical Sales 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. Product Liability Waiver Template
4. Sales Commission Agreement Template
5. Sales Territory Agreement Template
Health & Safety templates for a Pharmaceutical Sales 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 Response Plan Template
4. Hazard Communication Program Template
5. Personal Protective Equipment (PPE) Assessment Form
Setting up Pharmaceutical Sales Representative calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Sales Calendar
2. Territory Visit Calendar
3. Product Launch Calendar
4. Conference and Event Calendar
5. Training and Development Calendar
Several types of Pharmaceutical Sales 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 pharmaceutical products they have purchased from the sales representative.
2. Commission Invoice: This invoice is used to calculate and bill the sales representative’s commission based on the sales they have made.
3. Expense Invoice: This invoice is used to track and bill the sales representative’s expenses incurred during their sales activities, such as travel expenses.
4. Sample Invoice: This invoice is used to bill customers for the samples of pharmaceutical products provided by the sales representative.
5. Training Invoice: This invoice is used to bill customers for any training sessions or workshops conducted by the sales representative to educate them about the pharmaceutical products
For a Pharmaceutical Sales Representative to get insights related to the work they do, they need to send out Pharmaceutical Sales 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
Having premade Pharmaceutical Sales 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 Team Meeting
2. Product Training Meeting
3. Territory Planning Meeting
4. Key Account Review Meeting
5. Sales Performance Review Meeting
To manage finances well, a Pharmaceutical Sales Representative would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Sales Revenue Budget Template
2. Marketing and Advertising Budget Template
3. Travel and Entertainment Budget Template
4. Employee Compensation and Benefits Budget Template
5. Research and Development Budget Template
Dashboards are a useful way for a Pharmaceutical Sales 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 Share Analysis Dashboard
For bidding or requesting work, a Pharmaceutical Sales 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 Forecast Proposal
2. New Product Launch Proposal
3. Territory Expansion Proposal
4. Key Account Management Proposal
5. Promotional Campaign Proposal
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 Pharmaceutical Sales 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.
