Quickly Create Sales Documents with Text Snippets

Updated: November 22, 2023

Creating helpful and easy-to-distribute sales documentation is often difficult because of the nuances of each deal and the diversity in the audiences you are presenting them to. In addition, your to-do list of small tasks related to the current prospect and other potential deals in your pipeline never seems to shrink. Juggling all of these issues can be difficult, but you can create sales documentation more completely by using templates.

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Templates can equip you to not only store the documentation that you create but it can also enable you to create documentation easier and quicker. By using your templates, you can speed up the process of creating documents and distribute them to your team easier.

Let’s explore a list that we created of some of the most useful and common formats of certain sales documents and how you can use templates to optimize their production and distribution.

Business proposals

Business proposals can be a tricky aspect of sales documentation to master. Templates can equip you to quickly send out proposals to businesses that have similar business models. These templates can be refined to make sure that they are effective for that specific business type.

Below are some of the common components of proposals where you can use customizable Snippets to quickly build common sales documents.

Business Proposal Client Needs & Challenges

[Client Needs & Challenges]

Identified Needs: [List the primary needs or challenges of the client that were identified during discussions or assessments]

Impact: [Describe the potential impact of these challenges if not addressed]

Business Proposal Solution & Timeline

[Proposed Solution]

Overview: [Provide a brief description of the overall solution]

Features & Benefits: [Detail the main features of the proposed solution and their corresponding benefits]

Implementation Timeline: [Offer a tentative timeline showing key milestones for the proposed solution’s deployment]

Business Proposal Pricing Breakdown

[Investment & Pricing]

Investment Breakdown: [List out the costs associated with the proposed solution]

Item 1: [Description, Cost]

Item 2: [Description, Cost]

Payment Terms: [Outline any payment terms or schedules, discounts, or financing options]

Return on Investment (ROI)

Forecast: [Project the potential returns or value the client can expect from this investment]

Pricing documents

Pricing documents give real context to your potential clients. Without intuitive and detailed pricing documents, your prospective client may get irritated or confused when they try to figure out the cost of your product for their specific company.

With a template, a pricing table or document can be simply repeated and refined. And as your product or service’s pricing evolves, shareable text Snippets allow the team to always have access to the most up-to-date pricing structure.

Standard Pricing for Pricing Sheet

[Product/Service Name A]

Unit Price: $[XXX.XX]

Bulk Pricing: e.g., 100+ units at $[XXX.XX] each

Subscription Model: e.g., Monthly: $[XXX.XX] or Yearly: $[XXX.XX]

Discount Structure for Pricing Sheet

Volume Discounts: [e.g., 10% off for orders over 500 units.]

Loyalty Discounts: [e.g., 5% off for returning customers.]

Promotional Discounts: [e.g., 15% off for orders placed before [Specific Date].]

Payment Terms for Pricing Sheet

Invoicing: [e.g. NET 30, NET 15, etc.]

Accepted Payment Methods: Credit Card, Wire Transfer, Check

Late Payment Policy: [e.g., 1.5% interest per month on overdue amounts.]

Personalized competitor comparisons

Even in niche, small markets, there is plenty of competition. Knowing your competition and being able to leverage your strengths can be useful in securing a sale or a client. However, these comparisons are not useful if you cannot readily and easily share these findings with your potential client. If you cannot understandably display your findings, you will not succeed.

Competitor Feature Comparison

[Your Company/Product]:

Key Feature: Our product boasts [specific feature], ensuring [particular advantage or outcome].

Usability: Designed with user-centric principles, our product offers [specific ease-of-use features].

Integration Capabilities: It seamlessly integrates with [specific tools/platforms], streamlining workflows.

Security: With [specific security measures], we ensure data protection and user privacy.

Pricing: Our competitive pricing strategy positions us at [$XX], offering great value for [specific features or benefits].

[Competitor A]:

Key Feature: Competitor A stands out with [specific feature], catering to [specific need or market].

Usability: Their product emphasizes [specific usability features or design principles].

Integration Capabilities: Users can integrate their product with [specific tools/platforms].

Security: They’ve implemented [specific security measures] to safeguard data.

Pricing: Priced at [$XX], they position themselves as [value proposition related to their price].

Competitor Selling Proposition & Benefits

[Your Company/Product]:

Unique Selling Proposition (USP): [Your USP]

Main Benefit: [Primary benefit derived from your USP]

Secondary Benefit: [Secondary benefit of your product]

Pricing Advantage: Competitive/Low/High/Value-based

[Competitor A]:

USP: [Competitor A’s USP]

Main Benefit: [Primary benefit from A’s USP]

Secondary Benefit: [Secondary benefit of A]

Pricing Advantage: Competitive/Low/High

Sales deck components

A sales deck is a necessary and valuable aspect of the sales process. Commonly, sales decks are used by prospective customers instead of or even along with typical demos. If you want to continue to be relevant in the sales opportunities around you, a quickly assembled and understandable sales deck is necessary.

With templates, aspects of the deck, which are typically distributed in a slideshow, can be compartmentalized and sent out as individual emails or documents for each slide to respond to potential clients.

Testimonial for Customer Quote Slide

Testimonial for Customer Quote Slide

[Client Logo or Photo]

Client Quote: [“…”]

Outcome: [e.g., “Achieved a 30% increase in sales after using [Product/Service Name].”]

Statements of Work

Statements of work need to be perfect descriptions and itemizations of what your company is going to accomplish with other companies. These documents need to be clear, concise, and quickly distributed. Here is a template that you can use for these documents in the future.

Scope of Work:

Overview: A high-level description of the project or service being provided.

Inclusions: Detailed list or bullet points of specific tasks, deliverables, or services that will be performed.

Exclusions: List of tasks, deliverables, or services that are not included in this SOW.

Milestones for Statement of Work


Start Date: [DD/MM/YYYY]

End Date: [DD/MM/YYYY]


Milestone 1: [Description] – Due by [Date]

Milestone 2: [Description] – Due by [Date]

Final thoughts

These templates can be very advantageous in providing and creating documentation that you need every day in sales positions. Having a library of these templates that could be easily expanded and dropped onto an email can save hours that can be used to make genuine connections with your customers.

TextExpander allows you to keep a collection of the templates that you want to use, and it enables you to create these templates easily and quickly. You can further use TextExpander to refine and optimize sections to maximize performance.

To discover what else TextExpander can do for you and your sales team, visit our TextExpander for Sales page. If you want to sign up for your 30-day free trial with TextExpander, click here.

What is TextExpander

Improve your efficiency with TextExpander by storing and instantly accessing sales pitch templates, product descriptions, and contact details and access them anywhere you type. Say goodbye to misspellings, memorization, or repetitive typing of the same pitches and follow-ups. See for yourself here:

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Try it for yourself

With TextExpander, you can store and quickly expand full email templates, email addresses, and more anywhere you type. That means you’ll never have to misspell, memorize, or type the same things over and over again.

Subject: [Prospect's Name], here's your DEAL summary from our meeting <br> <br>Hi [Prospect's Name], <br> <br>Thanks for your time during our meeting. As promised, here's a summary of the DEAL we discussed: <br> <br>D - Deliverables: [List deliverables] <br>E - Expectations: [List expectations] <br>A - Agreements: [List agreements] <br>L - Launch date: [Proposed launch date] <br> <br>Please review the DEAL and let me know if you have any questions or concerns. Looking forward to moving forward together! <br> <br>Best, <br>[Your Name]
Subject: [Prospect's Name], discover how [Your Solution] transformed [Client's Name]'s business <br> <br>Hi [Prospect's Name], <br> <br>I hope you're doing well. I wanted to share a success story that demonstrates the value of [Your Solution]: [Link to case study or blog post]. <br> <br>This case study highlights how [Your Solution] helped [Client's Name] achieve [specific results or benefits]. I believe it's relevant to your business and could inspire new ideas for our collaboration. <br> <br>Let me know if you have any questions or would like to discuss further. <br> <br>Best, <br>[Your Name]
Subject: [Prospect's Name], meet [Team Member's Name] from [Your Company] <br> <br>Hi [Prospect's Name], <br> <br>I'd like to introduce you to [Team Member's Name], our [Job Title]. [Team Member's Name] has extensive experience in [relevant industry or skillset] and can provide valuable insights for your business. <br> <br>[Team Member's Name], meet [Prospect's Name] from [Prospect's Company]. We recently had a great meeting discussing [Your Solution] and how it could benefit their organization. <br> <br>Feel free to connect and explore synergies. I'm confident that [Team Member's Name] can help address any concerns or questions you may have. <br> <br>Best, <br>[Your Name]
Subject: [Prospect's Name], updates on [Your Solution] <br> <br>Hi [Prospect's Name], <br> <br>I hope you're doing well. Since we last spoke, we've made some updates to [Your Solution] that I think you'll find interesting. [Briefly mention the updates or attach relevant information.] <br> <br>If you'd like to discuss these updates or revisit our previous conversation, please let me know. I'm here to help. <br> <br>Best, <br>[Your Name]
Subject: [Prospect's Name], still interested in [Your Solution]? <br> <br>Hi [Prospect's Name], <br> <br>Just a quick note to check if you're still considering [Your Solution]. If you have any questions or need more information, please let me know. I'm here to help. <br> <br>Best, <br>[Your Name]

Work smarter.

With TextExpander, you can store and quickly expand snippets anywhere you type. That means you'll never have to misspell, memorize, or type the same things over and over, ever again.


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