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Sales Representative (Printing) Templates
Contents
Sales Representative (Printing) Templates
There is a huge number of templates that someone in the Sales Representative (Printing) 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 Representative (Printing). 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 Report
2. Sales Forecast
3. Customer Order Form
4. Price List
5. Sales Presentation
6. Sales Contract
7. Sales Invoice
8. Sales Territory Analysis
9. Sales Performance Dashboard
10. Sales Meeting Agenda
Reports
Reports are often prepared by a Sales Representative (Printing) 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. Customer Retention Report
4. Sales Forecast Report
5. Product Performance Report
6. Competitor Analysis Report
7. Sales Territory Analysis Report
8. Sales Conversion Report
9. Sales Funnel Report
10. Sales Commission 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 Representative (Printing) does and how they do it.
1. Sales Order Processing SOP
2. Customer Relationship Management SOP
3. Lead Generation SOP
4. Sales Presentation SOP
5. Sales Negotiation SOP
6. Sales Closing SOP
7. Sales Follow-up SOP
8. Sales Reporting SOP
9. Sales Training SOP
10. Sales Performance Evaluation SOP
Presentations
Sales Representative (Printing) 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. Client Proposal Presentation
3. Product Catalogue Showcase
4. Competitive Analysis Presentation
5. Monthly Sales Forecast
Legal Docs
There are several key times when a Sales Representative (Printing) 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. Purchase Order Template
4. Sales Invoice Template
5. Sales Proposal Template
Health & Safety Templates
Health & Safety templates for a Sales Representative (Printing) ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Monthly Safety Inspection Checklist
2. Accident/Incident Report Form
3. Emergency Evacuation Plan Template
4. Personal Protective Equipment (PPE) Assessment Form
5. Health and Safety Training Attendance Record
Calendars
Setting up Sales Representative (Printing) calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Sales Calendar
2. Client Meeting Calendar
3. Production Schedule Calendar
4. Marketing Campaign Calendar
5. Sales Target Calendar
Invoice Templates
Several types of Sales Representative (Printing) invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Sales Invoice – This template is used to bill customers for the printing products and services they have purchased from the sales representative.
2. Proforma Invoice – This template is used to provide customers with a preliminary invoice before the actual sale is made, outlining the estimated costs of the printing products or services.
3. Credit Memo – This template is used to issue a credit to customers for any returned or cancelled printing products or services.
4. Purchase Order – This template is used to request printing products or services from suppliers, specifying the quantity, price, and other details.
5. Commission Invoice – This template is used to calculate and bill customers for the sales representative’s commission on the printing products or services sold
Survey Templates
For a Sales Representative (Printing) to get insights related to the work they do, they need to send out Sales Representative (Printing) 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. Lead Generation Survey
Meeting Agendas
Having premade Sales Representative (Printing) 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 Weekly Update Meeting
2. Monthly Sales Performance Review Meeting
3. Client Account Strategy Meeting
4. Sales Training and Development Workshop
5. Quarterly Sales Forecast and Planning Meeting
Budget Templates
To manage finances well, a Sales Representative (Printing) would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Sales Revenue Budget
2. Sales Expense Budget
3. Marketing and Advertising Budget
4. Travel and Entertainment Budget
5. Miscellaneous Expenses Budget
Dashboards
Dashboards are a useful way for a Sales Representative (Printing) 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. Sales Funnel Dashboard
4. Revenue Analysis Dashboard
5. Customer Retention Dashboard
Proposal Templates
For bidding or requesting work, a Sales Representative (Printing) 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 Client Acquisition Proposal
3. Product Promotion Proposal
4. Custom Printing Solutions Proposal
5. Competitive Pricing Proposal
Get Your Template Made
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