Sales documents and marketing planning templates for closing deals and running campaigns — invoices, quotations, proposals, sales trackers and content calendars, all editable and ready to brand with your own business details.
This category covers both sides of growing a business: getting paid, and getting noticed. The Invoice Template and Quotation Template are built with the calculations already in place, so totals, tax and discounts update automatically as you enter line items. The Sales Proposal Template is longer-form, designed for pitching a service or contract rather than a single transaction.
On the marketing side, the Content Calendar Template and Campaign Planner help schedule posts, launches and promotions across a month or quarter without needing separate marketing software.
A typical sale runs: Price List or Quotation Template first, to give the buyer a firm number. If they accept, an Order Form or Sales Order Template confirms exactly what's being supplied. A Sales Invoice Template requests payment once delivery happens, and a Sales Receipt Template confirms payment was received. Skipping straight to an invoice without a quotation is the most common source of disputes over what was actually agreed — having the quote in writing protects both sides.
The Delivery Note Template sits alongside the invoice for physical goods — it's proof of what was delivered and when, separate from proof of what was billed, which matters if there's ever a disagreement about a shipment.
A single invoice template is fine for occasional sales. Once you're issuing several a week, the Daily Sales Tracker and Sales Forecast Template become worth using alongside the invoices themselves — the tracker gives you a running total without opening every invoice file, and the forecast turns that history into a projection for planning stock or cash flow. The Sales Commission Tracker follows the same logic for teams paid on commission, keeping the calculation transparent and separate from the core sales record.
The Customer Follow-Up Tracker is the template most sales processes are missing — a simple log of who was quoted, when, and whether they need a follow-up call. Most lost sales aren't lost to a competitor; they're lost to a quote that was never followed up on.
The Social Media Planner and Monthly Content Planner are built to do what a marketing calendar tool does, in a spreadsheet — schedule what's posting when, across which platform, without paying for software until the volume actually justifies it. The Marketing Plan and Marketing Strategy templates sit a level above that: the plan sets direction for a quarter or year, and the content planner is the week-to-week execution of it.
The Marketing Activity Report and Marketing Performance Report exist to close the loop — recording what was actually run and how it performed, so the next Marketing Plan is based on evidence rather than guesswork.
Invoices, quotations, and order documents are Excel or Google Sheets files with totals and tax calculations built in — enter line items and the math updates automatically. Proposals, plans, and strategy documents are Word files formatted for a professional pitch or internal use. All open directly in Microsoft Office or Google's free apps.
If you're issuing quotations as part of a larger procurement process, see Purchases, Procurement & Supply Chain. For recording income against these invoices, see Accounting & Finance.
What's the difference between a Quotation and an Invoice?
A quotation is a proposed price given before a sale is agreed — it's not a request for payment. An invoice is issued after the sale, or on delivery, and is a formal request for payment against agreed terms.
Do I need both an Order Form and a Sales Invoice?
For anything beyond a simple one-off sale, yes. The Order Form confirms exactly what was agreed before fulfilment; the invoice then bills against that confirmed order. Keeping them separate avoids disputes about what was actually supposed to be delivered.
Can I use the Social Media Planner without other marketing software?
Yes. It's built to function as a standalone scheduling and planning tool in spreadsheet form — no connected accounts or software subscription required. It works well as a lightweight alternative until posting volume justifies dedicated software.
How is the Sales Forecast Template different from the Sales Tracker?
The Sales Tracker records actual sales as they happen. The Sales Forecast Template uses that historical data to project future sales, for planning stock levels, staffing, or cash flow ahead of time.