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Sales Tracking
Manage your sales cycle end-to-end with clear tracking of quotes, contracts, and invoices
This template centralizes your contacts, deals, quotes, contracts, products, services, and invoices in a single application. You track each commercial step, from the first exchange to payment, with strong relationships between files and ready-to-use management views.
Replace scattered commercial tracking with a reliable and shared process
When quotes, contracts, and invoices exist in separate files, the risk of error and loss of visibility increases quickly. This AirProcess template structures commercial data, links each document to its contact and deal, and allows your teams to work with a single source of truth on revenue.
9
ready-to-use forms
100%
Customizable without development
France
Technology and hosting
9 linked forms to cover the entire sales cycle
Contact
Commercial relationship sheet with identification, contact details, follow-up, and links to associated documents.
Deal
Commercial file that drives the stage, priority, probability of success, and estimated amount.
Product
Catalog of sellable items with prices excluding tax, VAT, unit, status, and description.
Service
Catalog of services with pricing and characteristics necessary for sale.
Quote
Commercial proposal document linked to the contact, deal, and its lines.
Quote line
Detail of each item in the quote with product or service, quantity, discount, and calculations.
Contract
Commitment document linked to the deal and the contact, with tracking of dates and status.
Invoice
Billing document linked to the contact and the deal, with due date and payment.
Invoice line
Detail of billed lines to accurately allocate amounts and taxes.
A complete commercial base to track sales, signing, and billing
Qualified contacts tracked over time
Each contact centralizes identification, contact details, commercial follow-up, and links to associated deals, quotes, contracts, and invoices.
Deals managed with visibility on the pipeline
Deals group the stage, priority, probability of success, and estimated amount to measure commercial progress and prioritize follow-ups.
Product and service catalog ready to be reused
Products and services serve as a common base to build coherent quotes and invoices, with prices, units, VAT, and descriptions.
Detailed quotes with sales lines
Each quote consists of a business header and related lines to precisely describe items or services, quantities, discounts, and calculated amounts.
Contracts and invoices linked to the right file
Contracts and invoices remain linked to the contact and the original deal, making it easier to track commitments and billed revenue.
From the first contact to payment, a logical and traceable commercial flow
The template follows a natural sales sequence: first, create the contact, open the deal, prepare the quote from the catalog, then formalize the contract and the invoice. The links between forms allow for instant navigation from the document to the client and the commercial file.
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01
1. Create the contact
The contact gathers identity, company, status, and useful information for tracking. It then serves as an anchor point for deals, quotes, contracts, and invoices.
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02
2. Open the deal
The deal carries the stage, priority, probability of success, and estimated amount. It allows for organizing the pipeline and linking multiple documents to the same commercial file.
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03
3. Build the quote
The quote is linked to the contact and the deal. Its quote lines use products or services from the catalog to detail the offer and calculate amounts.
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04
4. Convert to contract
As the opportunity progresses, the contract takes the linked contact and deal. It allows tracking of key dates, status, and commitment duration.
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05
5. Issue the invoice
The invoice is also linked to the contact and the deal. Its invoice lines detail the actual billing, due dates, and payment tracking.
A tracking interface designed for commercial and financial teams
All forms offered in the app templates are editable and adjustable to your business, as well as the colors and layouts.
A model suited for organizations that want to secure their commercial cycle
SMEs
Easily structure your sales tracking without multiplying files or tools.
Large accounts
Manage more complex commercial processes with clear links between opportunities, contracts, and invoices.
Public sector
Track your files, commitments, and billing with useful traceability for management.
Associations & NGOs
Manage your partner relationships, services, and billing documents in a readable framework.
Yes. It covers contacts, deals, quotes, contracts, products, services, and invoices to track activity end-to-end.
Each quote, contract, or invoice can be linked to a contact and a deal. The quote and invoice lines are also linked to their parent document to maintain a clean structure.
Yes. The template provides two distinct catalogs, one for products and the other for services, to create quotes and invoices tailored to your business.
Yes. The views list items by status, due date, or stage, and the dashboards provide an immediate overview of the pipeline, quotes, contracts, and billing.
Yes. Salespeople track deals and quotes, while administration can manage contracts, invoices, and payments with the same data.
Yes. The model serves as a structured base and can be customized with your fields, statuses, views, and management rules.
Launch your sales tracking on a clear, linked, and customizable basis
Install this template to centralize your commercial documents, ensure reliable follow-ups, and better track your revenue. You start with a ready-to-use structure, then adapt it to your own sales steps.
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