Sales templates
Templates for winning and taking business: a pipeline from first lead to signed deal, a client CRM for follow-ups and an order form customers fill in.
Sales Pipeline
A new-business pipeline from lead to won: deal values, win chances by stage, a weighted forecast and a by-stage summary.PreviewClient CRM
A simple CRM for a studio or consultancy: every client and lead with contact details, source, stage and value, a dated next step that flags itself when it's overdue, and an activity log.PreviewOrder Form
A five-step order form for a florist or made-to-order shop: bouquet, event or weekly flowers with sizes and prices, colour palette, delivery or pickup, recipient and card message, and billing details.Preview
A closer look at Sales Pipeline.
A new-business pipeline from lead to won: deal values, win chances by stage, a weighted forecast and a by-stage summary. Here’s what it holds.
- 1Ten deals with client, value, owner, next step and close date
- 2A stage dropdown with colours, from lead to won or lost
- 3Win chance set by the stage, and the weighted value of every deal
- 4Tiles for the open pipeline, forecast, won work and win rate, plus a By stage sheet
About sales templates.
Something else on your mind? Ask us in the chat, bottom right of the page.
Are these sales templates free?
Yes. They open in Docsiv’s Spreadsheets and Forms app with a free account, which collects the responses in your workspace. The Free plan includes every Docsiv app and 500 AI credits a month.
Which app do they open in?
Spreadsheets: xLSX, CSV and PDF exports. Forms: responses exported as CSV.
Can Docsiv AI write the sales pipeline for me?
Yes. Choose Customise with Docsiv AI on any template, tell it about the client or the project, and it drafts the content in that template’s style for you to review and edit. AI uses credits; the Free plan includes 500 a month.
Can I change the design?
Yes, all of it: the colours, fonts, photos and every word, and you can add or remove questions. Your brand kit’s colours are in every colour picker.
Where do the responses go?
Responses are collected in Docsiv with the form, and you can export them as a CSV file. Share the form with its fill link.
Describe the sales pipeline you need
Docsiv AI drafts it in the style of these templates, with your details in place, ready for you to edit.