Sales Engineer Templates

Sales Engineer Templates

There is a huge number of templates that someone in the Sales Engineer 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 Sales Engineer. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Sales Proposal Template
2. Customer Presentation Template
3. Project Cost Estimation Template
4. Technical Specification Template
5. Sales Order Template
6. Sales Forecasting Spreadsheet
7. Customer Relationship Management (CRM) Template
8. Sales Performance Dashboard Template
9. Competitive Analysis Template
10. Monthly Sales Report Template

Reports

Reports are often prepared by a Sales Engineer 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. Customer Acquisition Report
3. Sales Pipeline Report
4. Revenue Forecast Report
5. Product Performance Report
6. Competitor Analysis Report
7. Customer Satisfaction Report
8. Sales Territory Analysis Report
9. Lead Conversion Report
10. Sales Target Achievement 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 Sales Engineer does and how they do it.

1. Sales Visit SOP
2. Proposal Creation SOP
3. Product Demonstration SOP
4. Customer Needs Assessment SOP
5. Sales Follow-up SOP
6. Sales Forecasting SOP
7. Competitive Analysis SOP
8. Sales Training SOP
9. CRM Management SOP
10. Sales Reporting SOP

Presentations

Sales Engineer 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. Sales Performance Report
2. Product Demonstration
3. Competitive Analysis
4. Customer Success Stories
5. Sales Forecast and Projections

Legal Docs

There are several key times when a Sales Engineer 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 Contract Template
2. Non-Disclosure Agreement Template
3. Proposal Template
4. Service Agreement Template
5. Purchase Order Template

Health & Safety Templates

Health & Safety templates for a Sales Engineer ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Emergency Response Plan Template
5. Training Attendance Record Template

Calendars

Setting up Sales Engineer calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Sales Calendar
2. Project Timeline Calendar
3. Meeting Schedule Calendar
4. Travel Itinerary Calendar
5. Product Launch Calendar

Invoice Templates

Several types of Sales Engineer 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 clients for the products or services sold by the sales engineer.
2. Service Invoice: This invoice is used to bill clients specifically for the engineering services provided by the sales engineer.
3. Purchase Order Invoice: This invoice is used to bill clients for any purchases made on their behalf by the sales engineer.
4. Expense Invoice: This invoice is used to bill clients for any expenses incurred by the sales engineer during the course of their work.
5. Commission Invoice: This invoice is used to bill clients for any commission earned by the sales engineer on sales made

Survey Templates

For a Sales Engineer to get insights related to the work they do, they need to send out Sales Engineer 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. Competitive Analysis Survey

Meeting Agendas

Having premade Sales Engineer 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. Client Presentation Meeting
3. Project Status Meeting
4. Sales Strategy Meeting
5. Technical Training Meeting

Budget Templates

To manage finances well, a Sales Engineer would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Sales Forecast Budget Template
2. Expense Budget Template
3. Revenue Budget Template
4. Travel and Entertainment Budget Template
5. Marketing and Advertising Budget Template

Dashboards

Dashboards are a useful way for a Sales Engineer to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Performance Dashboard
2. Customer Acquisition Dashboard
3. Pipeline Analysis Dashboard
4. Revenue Forecasting Dashboard
5. Competitor Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Sales Engineer 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. Engineering Solution Proposal
3. Project Cost Estimation Proposal
4. Technical Product Proposal
5. Service Contract 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 Sales Engineer 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.