Quotes, follow-ups, pricing and monthly sales tracking, ready to use in Word and Excel.

Running a business shouldn’t mean starting from scratch every time you send a quotation, onboard a customer, chase a payment or check whether a product is really making you money.

The Business Edit Small Business Toolkit gives you 10 editable tools (Word and Excel) and 50 ready-to-use email scripts, so the routine admin is already set up and you can spend your time on the business.

Created for South African businesses, using Rands (ZAR) and 15% VAT.

WHAT'S INSIDE

10 practical business tools, including 2 Excel workbooks:

01 | Professional Quotation Template (Word)

Create consistent, professional quotations without starting from scratch.

02 | Sales Prospecting & Follow-Up Pack (Word)

10 ready-to-use email scripts for approaching prospects and following up.

03 | Customer Price List Template (Word)

Present your products and pricing clearly.

04 | New Customer Information Form (Word)

Collect essential customer details in one organised document.

05 | Credit Application Template (Word)

A structured template for gathering credit application information.

06 | Customer Onboarding Checklist (Word)

Keep track of every step when bringing a new customer on board.

07 | Price Adjustment Letter Pack (Word)

5 templates to communicate price changes with confidence.

08 | Payment & Overdue Account Email Pack (Word)

10 email stages, from invoice sent to payment acknowledged, including overdue follow-ups.

09 | GP & Pricing Calculator (Excel)

Understand your numbers and price with confidence. Includes gross profit % and markup, target pricing, break-even, order scenarios, a flag for products priced below cost or below your GP target, and room for up to 100 products.

10 | Monthly Sales & Performance Tracker (Excel)

See your sales month by month. Includes a monthly dashboard, top 5 customers and products, a six-month chart, and dropdown lists for consistent data entry.

BONUS: 50 BUSINESS EMAIL SCRIPTS

Ready-to-use scripts for common situations across sales and enquiries, quotations, orders and delivery, accounts and payments, suppliers and general admin. Spend less time wondering what to say.

WHO IS THIS FOR?

Owner-managed businesses that sell to other businesses. Especially suited to suppliers, distributors, wholesalers, manufacturers and traders, and adaptable for service businesses. Especially useful if you manage your own quotations, customer communication, pricing and accounts.

GOOD TO KNOW

- Instant digital download: a ZIP containing editable Word documents and Excel workbooks.

- Customise every template with your own business details.

- The two Excel tools are built for Microsoft Excel and may behave differently in Google Sheets or other apps.

- The Excel tools protect their formula cells (no password) so they are not overwritten by accident.

Regular price: R699

Launch price: R599

Digital product only. No physical items will be shipped.

These templates are general business resources and do not constitute legal, tax or accounting advice. Credit application and debt collection wording should be reviewed by an appropriately qualified professional before use.