Table Templates for Sales

Optimize Sales Management with RowShare

A single tool to centralize all information about your sales activities from sales predictions to simulating commissions and calculating potential profits, and more.

Everyone can easily contribute to the table within the limits of the rights allocated to them. RowShare can streamline processes and help to gain productivity and efficiency, boosting motivation in your teams.

Once you find the table or survey templates right for you, you can customize them to fit your company so they can fully meet your expectations.

Table Templates for Sales in a Few Clicks:

Distribute data entry tasks

Thanks to its ease of use and the types of columns that guide the entries, people can directly contribute to the pipeline, seize opportunities, and update them in real time.

Generate contracts

Create a table with key information pertaining to the “client,” then a table with one-off information for the mission that will be linked to the “client” table. Generate your contract with the template and the variables in the table.

Create a document base

You can combine files related to clients, your NDAs, contracts, service orders, plus information pertaining to them such as articles of incorporation (sent and signed), contract end dates, reminder dates, or even comments.

Automatize lead follow-ups

Thanks to Zapier, which helps to integrate RowShare into Office 365 or Gmail, every email receives can be automatically entered into a lead follow-up table with an automatic reminder date.