Highlights

A highlight from the template
A highlight from the template
A highlight from the template
A highlight from the template

Notion’s sales document tracker

Free

Duplicate template

Notion

Your sales team works to hard build out strategies, follow up with prospects, provide demos, and more. In today’s digital age, it's so easy for information to become scattered. But keeping track of documents during the sales cycle doesn’t need to be complicated.

Here at Notion, our sales team uses this template to consolidate all the documents required to complete a sale, from beginning to end. Keeping track of document status, next steps and due dates are a breeze with Notion’s database feature.

Use this template to track all sales documents and ensure that everyone gets reviews in on time.


Questions & answers

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What is a Notion template?

A Notion template is any publicly shared page in Notion that can be duplicated. They allow you to share your favorite workflows with the community, or duplicate other workflows that you want to use.

How do I duplicate a Notion template?

Navigate to the template you want to duplicate, choose the workspace you'd like to duplicate into from the dropdown, then hit the blue "Duplicate" button.

If you're already signed in, the template will be automatically added to your workspace. If you're logged out or don't have a Notion account, you'll be prompted to sign in or create one first!

How do I download Notion templates?

Duplicating a Notion template is the same as downloading a copy of it to your workspace. Just hit the blue "Duplicate" button and find it in your workspace's sidebar.

How do I make a Notion template?

You can make any Notion page a template by clicking "Share" in the top right, then toggling both the "Share to web" and "Allow duplicate as template" toggles. Make sure to use the public-facing URL below the "Share to web" toggle when sharing.


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