Sales Workflow Process Templates
Purchase Order Approval Template
Streamline purchase orders. Free automated approval template. Approve or deny purchase order requests fast. Assign approvers, add emails, and more. No coding.
Administration
Order Processing Workflow Template
The Order Processing Workflow Template is designed to automate and streamline the process of handling customer orders, making it ideal for e-commerce businesses, retail teams, and fulfillment centers.
Sales
Cancellation Approval Process Template
Manage order cancellation requests from customers. Free automated approval flow template. Easy to configure. Works on any device. No coding required.
Approvals
Appointment Scheduling Workflow Template
The Appointment Scheduling Workflow Template is designed to automate and simplify the process of scheduling appointments, making it an essential tool for healthcare providers, consultants, service-based businesses, and administrative teams.
Sales
Warranty Claim Approval Process Template
Process warranty requests seamlessly from any device. Easy-to-customize online approval flow. Set up notifications, autoresponder emails, time limits, and more.
Sales
Customer Ticket Escalation Workflow Template
The Customer Ticket Escalation Workflow Template is designed to help customer support teams efficiently manage and escalate support tickets to the right departments or team members.
Sales
Invoice Approval Workflow Template
The Invoice Approval Workflow Template is designed to streamline the process of reviewing and approving invoices, making it an essential tool for finance teams, procurement departments, and managers.
Administration
Inventory Management Workflow Template
The Inventory Management Workflow Template is designed to automate and streamline the tracking and management of inventory, making it ideal for warehouse managers, retail businesses, and procurement teams.
Sales
Sales Pipeline Management Workflow Template
The Sales Pipeline Management Workflow Template is designed to help sales teams and business owners streamline and automate the management of their sales pipelines, ensuring that every lead is properly tracked and moved through the stages of the sales funnel.
Sales
Sales Order Approval Template
Approve or reject orders based on what’s in stock. Send customers automated emails. Streamline your approval flow. Easy to customize. Assign to staff. No coding.
Approvals
Vendor Payment Processing Workflow Template
The Vendor Payment Processing Workflow Template is designed to help finance teams, procurement departments, and business owners automate and streamline the process of managing vendor payments.
Sales
CRM Workflow Template
The CRM Workflow Template is designed to automate and optimize the management of customer relationships, making it an invaluable tool for sales teams, marketing departments, and business owners.
Sales
Vendor Contract Renewal Workflow Template
The Vendor Contract Renewal Workflow Template is designed to simplify the complex process of renewing vendor contracts, making it an essential tool for procurement teams, legal departments, and business owners.
Sales
Product Return Process Workflow Template
The Product Return Process Workflow Template is designed to help businesses streamline the handling of product returns, ensuring that every return is processed efficiently and in line with company policies.
Sales
Customer Service Workflow Template
The Customer Service Workflow Template is designed to help customer service teams manage and resolve inquiries and support requests efficiently.
Sales
Warehouse Shipment Process Workflow Template
The Warehouse Shipment Process Workflow Template is designed to help warehouse managers, logistics teams, and fulfillment centers automate and streamline the shipment of goods.
Sales
Purchase Order Approval Workflow
The Purchase Order Approval Workflow Template is designed to streamline and automate the process of approving purchase orders, making it ideal for procurement teams, finance departments, and business owners.
Sales
Vendor Management Workflow Template
The Vendor Management Workflow Template is designed to automate and optimize the process of managing vendor relationships, ensuring that procurement teams, operations managers, and business owners can handle everything from onboarding new vendors to tracking performance and renewing contracts with ease.
Sales
Manufacturing Workflow Template
The Manufacturing Workflow Template is designed to automate and streamline key processes in the manufacturing industry, helping production managers, operations teams, and factory supervisors ensure smooth and efficient operations.
Sales
Supply Chain Approval Process Workflow Template
The Supply Chain Approval Process Workflow Template is designed to help procurement teams, supply chain managers, and operations departments automate and streamline the approval of supply chain requests and processes.
Sales
Lead Nurturing Workflow Template
The Lead Nurturing Workflow Template is designed to automate the process of engaging and nurturing leads, helping marketing and sales teams build stronger relationships with prospects and guide them through the sales funnel.
Sales
Sales Target Tracking Workflow Template
The Sales Target Tracking Workflow Template is designed to help sales teams and business owners monitor and manage their sales targets with greater efficiency.
Sales
Customer Issue Resolution Workflow Template
The Customer Issue Resolution Workflow Template is designed to streamline the process of managing and resolving customer concerns, making it ideal for customer service teams and business owners.
Sales
Warranty Process Flow Chart Template
The Warranty Process Flow Chart Template is designed to help businesses manage warranty claims efficiently and ensure a smooth experience for customers.
SalesAbout Sales Workflow Templates
No matter what you sell — be it products, subscriptions, or services — you need an efficient way to communicate with and respond to customers. Automate your company’s sales process with our free Sales Workflow Process Templates. Whether you need one for order approvals, cancellations, refunds, or warranty claims, just select the readymade sales workflow process template that best suits your needs and assign approvers via their email addresses. When a customer fills out your online request form, their submission will instantly go to a manager for review and they’ll receive an automated confirmation or rejection email based on whether or not their request has been accepted. Also add integrations to send any type of data you want to a third party integration as well as any file to a cloud storage software. With Jotform’s Sales Workflow Process Templates, you can keep track of every step of your sales pipeline while keeping customers happy!
Frequently Asked Questions
1) What are sales workflow templates?
Sales workflow templates are pre-built automation tools designed to streamline various sales processes such as lead management, sales pipeline tracking, follow-up automation, and deal closures. These templates help sales teams manage tasks more efficiently and improve conversion rates.
2) How can sales workflow templates benefit sales teams?
Sales workflow templates automate repetitive tasks like lead follow-ups, pipeline updates, and deal tracking, freeing up sales reps to focus on selling. This increases productivity and ensures no leads fall through the cracks.
3) What types of sales processes can be automated using workflow templates?
Sales workflow templates can automate tasks like lead nurturing, appointment scheduling, contract approvals, sales tracking, and follow-up reminders. These workflows make sales processes more efficient and help teams close deals faster.
4) How do sales workflow templates integrate with popular sales tools?
Sales workflow templates integrate seamlessly with third-party apps like HubSpot, Zoho CRM, ActiveCampaign, Asana, monday.com, and Slack. These integrations allow sales teams to sync data, manage tasks, and communicate more efficiently across platforms.
5) Are sales workflow templates customizable for different industries?
Yes, sales workflow templates are fully customizable to suit the needs of different industries, from SaaS to retail and professional services. Users can adjust workflows to match their specific sales processes, sales cycles, and client interactions.
6) How can sales workflow templates improve lead management?
Sales workflow templates automate lead tracking, assignment, and follow-up processes. Integrations with CRM tools like HubSpot and Zoho CRM ensure leads are captured, assigned to the right team members, and followed up with at the right time, increasing the chances of conversion.
7) How do sales workflow templates assist with appointment scheduling?
Sales workflow templates can automate appointment scheduling by integrating with tools like Google Calendar and Microsoft Teams. This allows sales reps to easily schedule meetings with prospects, send reminders, and sync meetings across their devices, ensuring timely follow-ups.
8) Can sales workflow templates help with sales team collaboration?
Yes, sales workflow templates improve collaboration by integrating with tools like Slack, Microsoft Teams, and monday.com. These integrations allow team members to communicate in real-time, share updates, and manage tasks within the workflow, enhancing team productivity and coordination.
9) What are the benefits of using sales workflow templates for contract management?
Sales workflow templates can automate contract approvals, tracking, and follow-up tasks. This ensures that contracts move through the necessary approval stages quickly, reducing delays and helping sales teams close deals faster.
10) How do sales workflow templates help track sales performance?
Sales workflow templates provide automated reporting on key sales metrics like deal stages, revenue forecasts, and team performance. By integrating with tools like Airtable and Asana, sales teams can easily track their progress and make data-driven decisions to optimize their sales strategy.