Template pack
Business Documents
Everyday commercial documents: quotes, receipts, purchase orders, delivery notes, and more.
18 templates in this pack
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Commercial Proposal
CommercialCountry-agnostic full commercial proposal document: executive-level offer presented to a prospect/customer prior to order placement.
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Commission Statement
CommercialCountry-agnostic sales commission statement issued by the employer to a salesperson. National employment and commercial-agent rules may apply (e.g. D…
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Competitive Comparison
CommercialCountry-agnostic feature/price competitive comparison document. Must respect applicable comparative-advertising rules (Dir. 2006/114/EC for EU caller…
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Credit Note
CommercialCountry-agnostic credit note issued against a prior commercial invoice. Reflects Art. 219 Council Directive 2006/112/EC (documents treated as invoice…
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Delivery Note
CommercialEveryday commercial documents: quotes, receipts, purchase orders, delivery notes, and more.
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Discount Approval
CommercialCountry-agnostic internal approval form for a discount above a published threshold. Internal governance document — typical pricing-governance tool un…
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Goods Received Note (GRN)
CommercialCountry-agnostic Goods Received Note (GRN) raised at an inbound warehouse to record what was physically received against a purchase order. Supports f…
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Commercial Invoice
CommercialCountry-agnostic commercial invoice. Intended to be complemented by the caller's country profile for local legal mentions (Art. 226 Council Directive…
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Payment Confirmation
CommercialEveryday commercial documents: quotes, receipts, purchase orders, delivery notes, and more.
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Pricing Sheet
CommercialCountry-agnostic pricing sheet: categorised product price list (standard or customer-specific), optionally with volume-discount tiers.
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Proforma Invoice
CommercialEveryday commercial documents: quotes, receipts, purchase orders, delivery notes, and more.
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Purchase Order
CommercialEveryday commercial documents: quotes, receipts, purchase orders, delivery notes, and more.
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Quote
CommercialEveryday commercial documents: quotes, receipts, purchase orders, delivery notes, and more.
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Receipt
CommercialEveryday commercial documents: quotes, receipts, purchase orders, delivery notes, and more.
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RMA — Return Merchandise Authorization
CommercialCountry-agnostic Return Merchandise Authorization (RMA) issued by a supplier to a customer. B2C cross-border callers in the EU should cross-check the…
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Sales Order Confirmation
CommercialCountry-agnostic sales-order acknowledgement sent to the customer after acceptance of their purchase order. Incoterms enum references Incoterms 2020…
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Statement of Account
CommercialCountry-agnostic statement of account: period activity on the customer's ledger with running balance and aged analysis. Classic credit-management too…
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Timesheet
CommercialEveryday commercial documents: quotes, receipts, purchase orders, delivery notes, and more.