Which sales documents are in the set?

A business proposal, a statement of work, a price list with volume discounts, an order confirmation, a sales commission statement and a warranty certificate. Price quotes sit with the finance templates.

Can I send a proposal straight from my CRM?

Yes, through the REST API: send the client and the priced lines as JSON and get the proposal back as DOCX or PDF. An AI assistant can do the same through the DocMake MCP server.

Can the client edit the document I send?

Yes, when you send the DOCX: it is a native Word file the recipient can edit like any other. The PDF is the version to send when the layout must not change.

Free sales proposal, price list and order templates

The documents a sale runs on, from the first offer to the paperwork after it: proposals, statements of work, price lists, order confirmations, commission statements and warranty certificates. Each of the 6 templates below fills in the browser, through the REST API or through an AI assistant on the DocMake MCP server, and comes out as a Word (DOCX) file and a PDF. The free plan makes 1,000 documents a month, with no credit card.

Sales teams, agencies and account managers send these to a client, and sales managers send the commission statement to their own people. They carry the priced work or products, how long a price holds, and what is and is not included.

Made from your CRM or order data, every proposal and confirmation keeps the same layout and the same terms, whoever on the team sends it.

6 Sales templates

Business Proposal

The problem in their words, how you would solve it, the work priced a line at a time, and how long the price holds.

Blanks to fill

Proposal title, Client, Client contact, Company, Written by, Role and 9 more
One per item: deliverables

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Order Confirmation

Sent the moment an order lands: what was bought, what it costs, when it arrives and who to tell if something is wrong.

Blanks to fill

Order number, Order date, Your reference, Customer, Customer contact, Delivery address and 11 more
One per item: items

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Price List

What everything costs, one row per product, with the volume discounts, the terms and the day the prices run out.

Blanks to fill

Price list name, Currency, Prices from, Prices until, Company, Company address and 9 more
One per item: products, volume discounts

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Sales Commission Statement

Every deal that counted this period with its rate and its payout, the adjustments, and the total owed to one sales person.

Blanks to fill

Statement number, Period start, Period end, Statement date, Sales person, Employee number and 12 more
One per item: deals, adjustments

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Statement of Work

One job under a master agreement: what you deliver, what counts as done, what is paid when, and what is left out.

Blanks to fill

Statement number, Project, Start date, Target completion, Client, Client contact and 10 more
One per item: deliverables, milestones, exclusions

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Warranty Certificate

The equipment by serial number, what the cover pays for, what it does not, what keeps it valid and how to make a claim.

Blanks to fill

Certificate number, Issue date, Issued by, Issuer address, Company number, Issued to and 24 more
One per item: equipment, cover, exclusions, conditions

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Questions about these templates

Which sales documents are in the set?: A business proposal, a statement of work, a price list with volume discounts, an order confirmation, a sales commission statement and a warranty certificate. Price quotes sit with the finance templates.
Can I send a proposal straight from my CRM?: Yes, through the REST API: send the client and the priced lines as JSON and get the proposal back as DOCX or PDF. An AI assistant can do the same through the DocMake MCP server.
Can the client edit the document I send?: Yes, when you send the DOCX: it is a native Word file the recipient can edit like any other. The PDF is the version to send when the layout must not change.

All 72 templates → Make them with the API →