Organizing your sales process is crucial. From price quotes to commission summaries, these forms will help you perform your sales functions better. Also included are customer service forms. From tracking layaway purchases to accepting merchandise returns, you can take better care of both your customers and your inventory.
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this disclaimer. Please review prior to using any form. Forms are either in Microsoft Word, Excel spreadsheet or Adobe PDF format.
Appraisal Form
This form is used by appraisers when establishing the value of an item for sale.
Bill of Sale
Use this Bill of Sale to record the terms of a simple sale of goods or property.
Claim for Damage
This form is used to notify a shipper that upon receipt of goods, some or all of the shipment was damaged and your business is filing a claim for the damaged goods.
Client/Prospect Contact Log
Related to the Sales Call Log form, this form summarizes the calls and contacts made to a particular prospect.
Commission Summary
Used to track down the commissions paid to a particular salesperson during a specific period
Contract for Sale of Goods
This sample contract is used to establish the terms under which goods will be sold to a customer. Before issuing any contract, be sure to have an attorney examine it first.
Customer Return Report
This form is used internally when a customer returns product or products so you can track inventory.
Customer Service Request
Treat your customers right. This form will help you gather, track, follow and respond to customer service inquiries.
Daily Sales Recap
An internal sales tracking form that enables you and your employees to see a day-by-day analysis of your company's sales
Invoice for Work Performed
Use this form to bill a client for work performed. Includes a breakdown of labor, materials, travel and miscellaneous expenses incurred during the course of the project.
Layaway Record
This form is used to keep track of the payments a customer has made and still needs to make for a layaway item.
Merchandise Return
Use this form when a customer returns or exchanges merchandise. Record the item or items returned, the customer's information and the method of reimbursement.
Month-to-Month Sales Comparison Log
Enables your staff to compare sales performance on a month-to-month basis
Nonservice Price Quote
Used to determine accurate markup and create a more efficient price quote process for your nonservice business
Order Card
A handy and simple card to include in mailings to enable your customers to quickly and easily place orders for products and services
Order Form
This basic Order Form is used to obtain information necessary to fulfill a customer order.
Pro Forma Invoice
The pro forma invoice is provided by the supplier prior to the shipment of merchandise, specifying for the buyer the number, type and any other important information about the goods being sent.
Product Appraisal
This form is used to establish the value of an item for sale.
Product Sales Projection
This form will help you project sales for up to 16 products.
Product Sales Projection
This form will help project your sales for up to 16 products.
Prospecting Sheet
This form is used in helping salespeople initiate and maintain productive contacts with prospects. You can record customer goals and objections and create a plan in meeting those goals and dealing with objections.
Purchase Order
This form is used to serve as a formal document for the ordering of products.
Sales Call Log
The Sales Call Log is a log for use by salespersons; it serves as a record of telephone conversations with customers and prospects.
Sales Follow-Up
This sheet is used when tracking sales contacts made to a specific prospect.
Sales Journal
Use this form to record sales, debits, sales tax and receivables for various accounts for a given month.
Sales Order Form
This form is used to gather information regarding orders from customers.
Sales Price Estimate
Used to calculate the cost of materials and labor to esablish a price estimate
Sales Prospect File
The best log for use by salespeople in industries where sales are made through incoming calls and during advertising campaigns.
Sales Receipt
This form serves as a formal record of an order sent to a customer.
Sales Rep Evaluation Checklist
Used to evaluate different sales representatives with whom you might contract to sell your goods
Sales Summary Card
The Sales Summary Card is used to keep track of sales of a given item.
Service Business Price Quote
This form is used to calculate proper markup and create a more accurate price quote for your service business.
Telephone Sales Order Form
This is an order form to be used when customers are placing an order by telephone.
Work Order/Request for Quote
Use when customers request custom goods and services
Please note: Prior to using these forms, please consult with an attorney or other expert knowledgeable in the laws of the applicable jurisdiction and the specific intended use of those forms.
FormNet is a free forms download service. All forms available for download through FormNet are general in nature; are not based on the laws of any specific state or other juridiction but rather general principles of law applicable throughout the United States; and should only be used after first consulting with an attorney or other expert knowledgeable in the laws of the applicable jurisdiction and the specific intended use of those forms.
