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Sales and pricing templates

Sales documents go out fastest when nobody has to duplicate the previous version and edit it. These templates are designed to be filled from the opportunity record, so scope, pricing and line items are current and on-brand every time.

11 templates · background reading: Proposal automation software

Business proposal template for Google Docs: the actual Google Docs template Google Docs

Business proposal template for Google Docs

A client-facing proposal with scope, deliverables and pricing, generated one per opportunity from your deal data.

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Price list template: the actual Google Docs template Google Docs

Price list template

A grouped list of products and prices, generated from your catalogue so every version you send is current.

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Product one-pager template: the actual Google Slides template Google Slides

Product one-pager template

A single-page product summary with positioning, features and pricing, generated one per product from your catalogue.

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Quote template: the actual Google Docs template Google Docs

Quote template

A priced quotation with a line-item table and a validity date, generated one per enquiry from your pricing data.

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Case study template: the actual Google Docs template Google Docs

Case study template

A customer story with challenge, approach and measured results, generated one per project from your delivery data.

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Pitch deck template for Google Slides: the actual Google Slides template Google Slides

Pitch deck template for Google Slides

An investor pitch deck whose metric and traction slides are filled from your live numbers rather than retyped.

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Sales proposal deck template: the actual Google Slides template Google Slides

Sales proposal deck template

A presented sales proposal in deck form, generated one per opportunity from your CRM and pricing data.

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Capability statement template: the actual Google Docs template Google Docs

Capability statement template

A one-page government contracting summary with core competencies, codes and past performance, generated from one company record.

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Media kit template: the actual Google Slides template Google Slides

Media kit template

An audience and advertising summary with reach figures and rates, generated from your current analytics data.

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Rate card template: the actual Google Slides template Google Slides

Rate card template

A list of sellable units and their rates, generated per client or period from your pricing data.

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Sponsorship deck template: the actual Google Slides template Google Slides

Sponsorship deck template

A sponsorship pitch with audience figures and package tiers, generated one per prospect from your event data.

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Common questions, answered

Can these templates include e-signatures? +
SourceToDocs generates the document and hands it to your workflow, so signing happens in the e-signature tool you already use. If collecting a signature inside the same product is a hard requirement, a signing-first tool is the better fit for that step.
Can line items and pricing tables grow with the deal? +
Yes, and that is why several of these are Google Docs rather than Slides: the table repeats a row per line item and the pages break automatically, so a three-item quote and a thirty-item quote both come out correctly laid out.

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