Sales Templates & Dashboards

1. Lead qualification template

Effective lead qualification ensures that your sales team spends time on the right opportunities. By capturing key details early in the CRM, you can prioritize high-potential leads, streamline follow-ups, and improve conversion rates. This is the template we recommend for documenting lead qualification notes.

2. Pricing and quotation template

Frappe partners should use a standard template to generate the customer quotations. Standard quotations will ensures prospects get transparent and honest pricing from Frappe partners.

Last year, we launched a Price Estimator to help ERPNext implementors create consistent quotations.
This tool enables sales or estimation consultants to:
- Ask the right questions to scope a standard / vanilla implementation
- Estimate the number of hours required for delivery

Note: Partners are free choose your own rates.

Install the price estimation tool in your ERP system to start generating quotations.

3. Sales Handover template

The sales handover template ensures a smooth transition from sales to implementation teams. By capturing key customer details, expectations, and agreed scope, it reduces miscommunication and sets up the project team for success from day one. Handover template must include the information mentioned in the attached screenshot.

4. Lead SLA Fulfilment Dashboard

SLA is applied on all the leads. Partners should have a dashboard to see a time series view of SLA fulfilment % over a certain period of time