Sales templates

Boost your sales process with Notion's Sales templates. Track leads, manage customer relationships, and close deals more effectively. Designed for sales professionals and teams committed to achieving their targets and driving growth.

1,067 Templates
A template preview for Virtual Assistant CRM
A template preview for Business Planner with Client Portals
A template preview for Sales Pipeline CRM
A template preview for SEO Proposal
A template preview for Order Tracker
A template preview for The Ultimate Craft Pricing And Inventory Tracker
A template preview for Sales Catalyst
A template preview for Invoices & Timesheets
A template preview for ECommerce Dashboard
A template preview for CRM
A template preview for Freelancer Dashboard and Client Manager
A template preview for NoSideHustle Shop Manager for Etsy
A template preview for Art Commission Tracker
A template preview for Client Performance Review (CPR)
A template preview for Freelancer CRM
A template preview for Business Invoice
A template preview for Coaching Hub OS
A template preview for Sales to Customer Success Handover
A template preview for Simple CRM
A template preview for Simple People OS
A template preview for Small Business Finance Tracker
A template preview for PatientPro Manager (Secretary + Doctor Panels)
A template preview for Prospect to Project
A template preview for Simple Client Portal

FAQs

What is a Notion template?

A Notion template is any publicly shared page in Notion that can be duplicated. They allow you to share your favorite workflows with the community, or duplicate other workflows that you want to use.

How do I use a template?

Once you identify the template(s) you’d like to use, click the Start with this template or Get Template button. If you’re already signed into Notion, the template will automatically be added to your workspace in the Private section of your sidebar. If you’re logged out or don’t have a Notion account, you’ll be prompted to sign in or create an account first.

How do I make a Notion template?

You can make any Notion page a template by clicking Share in the top right, select the Publish tab, and click the Publish to web button. Make sure the Allow duplicate as template is toggled on. To share, use the public-facing URL or click the Copy web link button in the Publish tab.

How do I submit my template to the Notion Template Gallery?

To submit a template to the gallery, go to notion.com/templates and click the Submit a template button in the upper right corner or visit notion.so/submit-a-template. Fill out the form (including your public template link, template name, template descriptions, and template category) to share your template with the Notion community!

How can I customize the template?

Once you’ve added a template into your workspace, you have endless options for what you can change, edit, or update to fit your needs. Templates are just a starting point to help you create your ideal workspace.

Here are a few common updates and changes that you can make once duplicating a template:

  • Pages — Update the page cover photo, add/change an icon, and change the page title.

  • Text — Add formatting, like bold, italics, text color, and background color. Change heading levels, add bullet or numbered lists, and move sections around.

  • Blocks — Add blocks like callouts, toggle lists, or tables. Remove blocks that you don’t need to reduce clutter or make space for extra blocks.

  • Databases — Change property names, types, and icons, or add/remove properties that don’t fit your needs. Add new database views, like boards, lists, calendars, timelines, or galleries.

Still have more questions?
Learn more in our help center.

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