How to Create Sales Documentation: Guide, Examples & Free Template

Anyone who works in sales knows that success is a collaborative effort. Acquiring new customers takes a lot of planning, preparation, and monetary resources. At each stage of the buyer’s journey, you have expert team members to help progress toward a purchasing decision.

Even your best sales executives and closers know they can’t do it alone. We’re not only talking about inter- and intra-departmental teamwork but also sales documentation.

What is Sales Documentation?

Sales documentation is the collection of materials that help move prospects along the sales funnel and close deals. These include sales pitches and scripts to guide reps during interactions with potential buyers. They also include sales collaterals that inform and educate prospects about things like pricing and the benefits of your products.

Sales documentation is the backbone of your sales team's operation. It gives them a readily available fountain of information to access as and when they need it. It can benefit new hires and seasoned veterans of your agile sales department.

Start with Minimum Viable Sales Documentation

As Steli Efti, CEO of Close, says:

“Companies spend an absurd amount of time creating “the perfect” documentation . . . the silver bullet. Then, they share it with their employees, expecting everyone to adopt it at the best and highest level possible.

And then—like a dream—they forget about it.”

Here’s what he recommends to avoid this: Spend one-hour maximum on the initial version of everything.

Steli encourages new and growing sales teams to write a very rough first draft. Then, spend about an hour every week revising, editing, and improving the scripts with your team so they influence the documentation. In this way, your employees take ownership of the script— they improve it and make it theirs, so it’s simple to adopt.

Consistency is key here—rather than spending an entire week etching your perfect sales script into stone tablets, spend one hour per week consistently upgrading your sales assets.

The Benefits of Sales Documentation

Creating a suite of structured sales documentation takes time and effort. You’re now asking, “What’s in it for me?” Here’s the elevator pitch for the benefits of sales documentation.

Streamlined Sales Process

Every customer is unique, with different concerns and needs. Sales documentation helps guide your representatives no matter what curveball is thrown their way. It provides easy directions on how to get from point A to B to C, which is especially helpful when onboarding new members to the sales team.

Consistency of Brand Values and Standards

According to a McKinsey B2B Pulse Survey, 28 percent of organizations have hybrid sales roles, while 64 percent plan to increase that number. These sales professionals must be able to adapt to dealing with prospects face-to-face and digitally.

With the nature of sales constantly evolving, your process must stay consistent.

Sales documentation ensures every team member stays on-brand and delivers a consistent message to the consumer.

With documents to cover just about every situation, reps don't have to shoot from the hip or go rogue to nudge a lead further down the funnel.

Faster Responses

Anyone in sales knows the importance of timely responses. Newer team members will need some time to learn the ropes. Sales documentation provides cheat sheets to help any sales rep quickly answer questions and resolve concerns.

Your well-experienced sales team will know everything about your products and services; however, the reality is that your products are constantly changing and improving. Sales documentation such as talk tracks gives even your best sales experts a crutch to rely on and an easy way to learn about new products or features.

More Effective Sales Pitches

Creating and maintaining structured sales documentation is an ongoing process. This means you have battleplans and playbooks that continually evolve and improve the more they are used. Combining agent feedback and data analysis means your sales documentation improves over time.

These fine-tuned and well-oiled sales pitches set your in-house reps and remote sales teams up for better win rates.

Improved Experience for Prospects and Customers

Customers and prospects spend a lot of time on their own in the buying process. Most of the time, they already have their questions and concerns. They want to talk with knowledgeable representatives and get accurate information quickly.

With sales documentation, your agents can use playbooks and FAQs for quick reference or as training materials. They can also provide sales collateral materials that let prospects resolve concerns and learn more about your products on their own time. This flexibility goes a long way to giving each new lead a better customer experience.

Boost Morale

You empower your team with tools like sales documents. By arming them with the best weapons, they can perform at a higher level—this increase in productivity results in higher conversion rates, more sales, and improved employee morale.

Examples of Sales Documentation

The main goal of sales documentation is to support your team in moving prospects along the buyer journey. However, each type of sales documentation meets different needs at various sales funnel stages.

Scripts and Templates

Sales scripts and templates are an effective first-line offense regarding sales documents. Whether cold calling or taking inbound calls, these documents help set up and guide your sales agents through a pitch.

They provide a spoken dialogue and a sequence of statements at the most basic level. They are great at keeping first impressions consistent and on-brand. But no customer wants to hear a robot on the other line.

Effective sales templates allow well-trained sales reps to tailor pitches for each prospect.


Sales playbooks are the foundation of any effective sales documentation strategy. These documents outline your sales department's overall strategy, tactics, ethos, and philosophy. They can work as flowcharts or guides for sales triage, guiding your reps at every stage of the process.

Sales process playbooks provide a flexible roadmap full of alternative routes for team members to find, nurture, and nudge leads down the funnel.

Sales Collaterals

Whereas scripts and playbooks are like guides, sales collaterals are supplemental materials that can help overcome objections and concerns. These external-facing documents aren’t always necessary, but when they come out, they aim to move a prospect along on the customer journey.

Pricing Sheets

One of the biggest objections that salespeople will encounter is concerns about pricing. Pricing documents give your team and potential buyers up-to-date information on costs. These at-a-glance materials include personalized and tailored pricing quotes.

These are important for buyers to use as a reference when involving all necessary stakeholders in a purchase. Pricing quote sheets also ensure a smooth transition to completing and fulfilling sales orders.

Case Studies

Case studies are real-world examples of the benefits of your products and services. They give prospects an in-depth look at what pain points can be overcome and accurate statistical data that informs the decision-making process.

One way to look at case studies is as the ultimate customer testimonial. As your business grows, you should continually amass case studies. In this way, you will have enough variety that sales reps can find use-case examples to fit any prospect.

Explainers and Product Demonstration Videos

Videos are becoming increasingly popular as a channel for self-learning. Product demonstrations and explainer videos influence social media platforms like YouTube or Instagram. They are also viable options as part of a sales enablement approach.

Videos can work as a two-birds-with-one-stone solution. Firstly, they can be referred to prospects to answer common questions and explain your unique selling points (USPs). Secondly, your sales team can view the videos themselves to help improve their knowledge base and understanding.

In both cases, you are facilitating the movement of prospects down the sales funnel.

Video Explainers Can Be Part of Sales Documentation

Comparative Analysis Cards for Competitors

While pricing is always a concern, it only has weight when compared to the competition. Competitor analysis cards (or battle cards) act like flashcards for your sales team and brochures for your potential buyers.

Competitor comparison documents give an overall view of where your product outshines other brands. This can be in areas like pricing, features, and attached services. Comparative analysis cards can show how your product performs head-to-head with a competitor or rises above a group of top brands.

Competitor cards demonstrate precisely why a prospective buyer would choose your company over others.


We’re all familiar with the usefulness of online FAQs and self-help knowledge bases. They save time by providing a fast track to the most common questions, problems, and concerns that reps will face.

An FAQ section should be part of any useful sales documentation. In most cases, the same information can be used to educate your team and give customers a DIY channel of support.

How to Prepare a Sales Documentation Strategy

When it comes to creating a structured sales documentation strategy, you can follow a basic step-by-step process.

1. Define the Needs of Your Sales Team and Propose a Solution

Before you can solve a problem, you need to understand and identify what issues are affecting your sales process. The next step is to examine what materials currently exist.

You may already have some sales documentation, so the first place to look is at what collateral or other materials are currently missing or lacking useful information.

Ask your sales team their most common objections and questions from prospects. Find out what scenarios give your team trepidation or cause them to lose time (and possibly the lead) while digging for answers. What sales documentation types can fill the gaps and improve your sales process?

Take this information and write a list of sales documents that need to be created and for what purposes. You can refer to this list anytime to guide your approach to documentation for each funnel stage.

You can use this free template of a commercial proposal example to guide problem definition and solution.

2. Pick a Sales Documentation Solution

To gain the most benefit from any strategy, you need to give your team the best tools to get the job done. There is a sea of sales document solutions to navigate through. You will want to find the one with the best and most useful features that also fit your budget.

Sales document application components to consider include:

  • User interface (UI): How easy is constructing and editing sales documents? Does the software feature a drag-and-drop editor or a more traditional document editor? You will want an intuitive, straightforward interface that requires minimal onboarding time for you and your team.
  • Cloud-based: Many of us work from anywhere and anytime in the modern world. A cloud-based service will allow your team to collaborate effectively regardless of where they are based. It is even better if you can find a tool that allows for group editing in real time.
  • Document templates: Many solutions provide templates that streamline the process of sales document creation. This helps your team get up and running with new documentation quickly. Some solutions will have more templates than others. Look for an app with the most relevant templates for your sales process.
  • Apps and integrations: Solutions that can connect with your existing business tools will make life easier for everyone. This includes connecting tools like your CRM, Calendars, and workflow management software. This way, many mundane tasks can be automated, and sales reps can do most of their work from one central hub. For example, you can use a proposal generator salesforce tool to integrate pricing documents with the app of your choice. This helps automate sales quote generation, save time, and respond to leads as quickly as possible.
  • Media types: As we’ve mentioned before, sales documents can include mediums like photos and video and more traditional formats like PDFs and DOCs. Look for a documentation solution that is not only compatible with a diverse set of media formats but also makes it easy to add and edit them.

3. Prepare Scripts, Templates, and Playbooks

You may already have existing scripts and sales templates, but these are typically the first place to begin. Email, call, and messaging templates should all follow the same basic formula but maximize what works in their respective channels.

Scripts, Templates, and Playbooks for Sales Documentation

These sales documents should also help identify scenarios and pathways for reps to convert, upsell, and cross-sell prospective customers. Remember to give your scripts and templates wiggle room so each salesperson can let their personality shine and meet each prospect's needs.

When creating your playbook, include criteria for customer segmentation and prospect categorization. With these initial documents in place, the top of your funnel should be primed for success.

4. Create Engaging Sales Collateral

With the first-contact documents out of the way, we can look toward the middle and bottom of the funnel. This is where you will go down your checklist of required collateral documents. Ensure you have everything to meet your team's common issues with converting prospects and qualifying leads.

Just like online SEO, content is king in the world of sales documents. Your end-users are both sales professionals and potential customers. You need to provide accurate information and keep all of them engaged.

Documents like competitor comparison cards and case studies must be intriguing and hold the prospect’s attention. Videos like explainers and product demos should be easily digestible. This means opting for short clips to make up a series rather than one much longer video.

You want your content to do more than keep a lead warm—it should nudge them down the funnel one enjoyable step at a time.

5. Always Monitor and Get Feedback

Every sales document's usefulness and performance must be continually monitored and tracked. The first place to look is your sales representatives. Schedule regular meetings to get feedback on how your structured sales documentation is performing.

You should also track important metrics like conversion rates and sales. If you see a bottleneck in the process, then re-examine the related documentation.

This process should be repeated ad infinitum. After all, pursuing perfection is the never-ending goal of any sales strategy.

Sales Documentation Best Practices

We’ve already given you some tips and advice for building and improving your sales documents. (Feel free to re-read them if you missed them; we can wait!). That said, here are some of the best practices to remember when implementing sales materials with your business.

Collaboration is Key

Sales documents are meant to assist your sales team with converting more prospects. As such, they are the people to work with while preparing your sales documentation. You will want to get everyone involved regardless of seniority or position.

Collaboration is Key for Sales Documentation

That said, don’t forget to look beyond sales. Your product, support, and marketing teams can all offer valuable insight into building a sales process documentation strategy.

By getting everyone onboard with the brainstorming process, you will get diverse ideas. You will also get insights into the most common questions and concerns to help prioritize your sales strategy components.

Use Sales Documentation Tools

We’ve included this above; however, we must re-emphasize the importance of using sales document software and the best sales tools. This will make issues like storage, creation, sharing, and editing a breeze for your organization.

By eliminating pain points, you will quickly implement a creation and implementation process. With an intuitive tool, your sales team can expect high adoption rates.

Prioritize Your Documents

Initially, creating a fully fleshed-out sales documentation infrastructure may seem daunting. Instead of being overwhelmed, work with your team to tackle the most pressing issues. For example, a competitor analysis card is useful, but FAQs and pricing documents will likely address many more questions.

Schedule Regular Updates

The market is in constant change. Your brand and the products and services it provides are also continually improving. Given enough time, your sales documentation will sour and be past its due date.

Schedule a regular documentation update to freshen content and prevent it from going stale. How often you do this will depend on the size and nature of your business. For most organizations, quarterly or bi-annual revisions will suffice.

Regular updates will help your team stay privy to every new product and feature. They will also inform your prospects and customers of recent developments and accurate information.

To Err is Human

Someone once said, “To err is human; to forgive is divine.” With sales documentation, your reps can forgo the divine and eliminate errors while staying… human!

Don’t leave everything to chance and over-rely on your rockstar team members and sales experts. Instead, get with the program and level the playing field for everyone. Structured sales documentation will guide every team member at every stage and help enable every prospect at each touchpoint on the customer journey.

Want a headstart? Get the Sales Success Kit from Close, complete with call scripts, an onboarding schedule, email templates, and a strategy template to get you started.

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