Build, centralize and distribute repeatable parts of your sales process for you and your entire team with Dooly templates.

Incorporate your ideal call plans, questions, Salesforce fields, and tasks for each stage of the funnel, buyer persona, or selling role you encounter... no more duplicating admin work.

Example templates from high-performers

First-call scripts, discovery questions, MEDDICC, demo, negotiation, account plan, handover, renewal, advocacy plays, success plans, and summary emails for customers.

Explore our template gallery for inspiration for template structure, Salesforce fields, and key questions to ask.

How to create a template 🎨

  1. Click on Notes then Templates

  2. Select New Template

  3. Select a Salesforce record type (ex. Account, Opportunity, Contact, Lead) so you can add Salesforce fields to your template

  4. Add in the content for your template

    • Salesforce Fields: Include Salesforce fields in your template to reference or update while on calls and taking notes. When you sync a note to Salesforce the Salesforce fields will update too.

    • Questions: Use the question format to guide the conversation.

    • Tasks: Don't miss an action item and embed Salesforce tasks.

    • Create agenda, meeting prep, and next steps sections: Use the headings formatting to outline the most important topics to cover.

How to update template sharing and editing permissions 🤝

Give your team access to view or edit your note template by sharing it with them.

  1. Click on the template you'd like to share

  2. Click on the Share button

    1. Everyone: Select whether you want to give everyone at your organization no access, view access, or edit access to the template

    2. Specific Team Members or Groups: Select specific team members or groups to provide view or edit access

  3. Once done, click Save changes

How to transfer ownership of a template ➡️

  1. Click on the template you'd like to share

  2. Click on the Share button

  3. Select the team member from the dropdown list

  4. Select Transfer Ownership

  5. Once done, click Save changes

How to star a template ⭐️

Starred templates help you keep your favorite templates readily available.

  1. Find the template you want to star or favorite

  2. Click on the star

  3. The starred template will now show up in the Starred section

  4. To un-star, simply click on the star icon again

Explore more tips for creating and using better sales templates with Dooly.

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