Create your Sales Transaction Document from scratch

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Here's how it works

01. Start with a blank Sales Transaction Document
Open the blank document in the editor, set the document view, and add extra pages if applicable.
02. Add and configure fillable fields
Use the top toolbar to insert fields like text and signature boxes, radio buttons, checkboxes, and more. Assign users to fields.
03. Distribute your form
Share your Sales Transaction Document in seconds via email or a link. You can also download it, export it, or print it out.

A detailed guide on how to design your Sales Transaction Document online

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Step 1: Start with DocHub's free trial.

Navigate to the DocHub website and sign up for the free trial. This gives you access to every feature you’ll require to build your Sales Transaction Document without any upfront cost.

Step 2: Access your dashboard.

Sign in to your DocHub account and navigate to the dashboard.

Step 3: Initiate a new document.

Click New Document in your dashboard, and choose Create Blank Document to create your Sales Transaction Document from the ground up.

Step 4: Utilize editing tools.

Add different fields such as text boxes, radio buttons, icons, signatures, etc. Organize these fields to match the layout of your form and designate them to recipients if needed.

Step 5: Modify the form layout.

Organize your form in seconds by adding, repositioning, deleting, or combining pages with just a few clicks.

Step 6: Craft the Sales Transaction Document template.

Transform your newly crafted form into a template if you need to send multiple copies of the same document repeatedly.

Step 7: Save, export, or share the form.

Send the form via email, share a public link, or even publish it online if you want to collect responses from a broader audience.

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Build your Sales Transaction Document in minutes

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
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How to Prepare a Sales Documentation Strategy Define the Needs of Your Sales Team and Propose a Solution. Pick a Sales Documentation Solution. Prepare Scripts, Templates, and Playbooks. Create Engaging Sales Collateral. Always Monitor and Get Feedback.
What Are the Steps to Create Sales Documentation? Determine Your Purpose Goals. Seek Support From Different Teams. Add All Crucial Information Your Sales Team Needs. Enhance Engagement With Images, Videos Examples. Publish Error-Free Content as a Help Site Across Devices.
The 7-step sales process Prospecting. Preparation. Approach. Presentation. Handling objections. Closing. Follow-up.
Sales Process Steps Prospect. Connect and qualify leads. Research the company. Give an effective pitch. Handle objections. Close the deal. Nurture and continue to sell.
The steps of process documentation Define the scope. What process are you documenting? Understand your audience. To create effective process documentation, you need a clear understanding of the audience that will be using it. Identify the players. Gather information. Organize. Write. Add visuals. Get feedback.
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Build your Sales Transaction Document in minutes

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Related Q&A to Sales Transaction Document

How to Document Your Sales Process List your channels. Define the buying process. Fill in the supporting details. Validate your assumptions. Identify what you can do at each step to help the prospect move forward based on THEIR needs, not just yours. Decide how youll measure progress.
To define a Sales Document Enter T-Code: VOV8 or SPRO IMG Sales and Distribution Sales Sales Document Sales Document Header Define Sales Document Type. A new window will open, go to New entries. Then you can enter the mandatory fields in this new window. Click the save icon at the top.
Some examples of sales documentation are Sales Process Playbook, Sales Training Documents, Sales Collateral like Pricing documents, Competitor battlecards, Case Studies, Product Demos and Explainer Videos .

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