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Templates

Get every rep in sync and accelerating deals.

Dooly guides you through sales calls with templates that prompt you to collect the deal info you need to keep deals moving forward.

Inserting a sales call template into a Dooly note with the slash commands menu.

Powering high-efficiency and process-obsessed sales and CS teams worldwide.

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Don't let your deals get stuck on the vine.​

Move deals forward faster with templates that help you update Salesforce fields in real-time.

Check out an interactive tour of Dooly templates below!

Update required Salesforce fields instantly.

Don’t let opportunities get held up by mandatory fields. Dooly Templates ensure you collect the most important info about an account so you can move deals forward faster.

Inserting a Salesforce field into a Dooly note with the slash commands menu.

Share templates across your team.

Structured meeting notes, every time. Dooly Templates help your team follow the same sales process so that every seller can become a high performer.

“Love the ability to provide templates from myself or enablement team to newer AEs so they have a framework to follow if necessary.”
Mike Wendahl avatar

Mike Wendahl
Senior Account Executive via G2

Access a library of proven templates.

Instant time to value. Choose from dozens of pre-built templates that you can use for discovery, collecting MEDDIC fields, and more, so you can get started right away.

View of the Dooly template gallery showing multiple note templates for sales handoffs.
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Sales Enablement & Sales Performance Management.

Over 685 five-star reviews!

G2 High Performer badge for Spring of 2024.

Unlock the power of Dooly’s connected workspace for your sales processes today.

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Why wait? Dooly provides unlimited access to our platform features and capabilities — for free. Start exploring today!

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In the meantime, here’s a quick overview of how Dooly helps reps save 5+ hours of admin grunt work a week.