Sales templates and work processes

Create and use Project templates to standardise sales content and ensure high quality and effectiveness in sales processes

Stine Karlsen O'Connor avatar
Written by Stine Karlsen O'Connor
Updated over a week ago

Qondor represents a new way of working, opening opportunities for working smarter, more effectively and quality assuring, in turn generating higher revenue. Our onboarding experience show that standardising work processes in Qondor shortens time to value as it gets users up to speed faster and ensures a consistent, professional and effective purchasing process for your customers. We therefore strongly advise you to standardise processes and sales content to maximise market advantage. Here are our tips on how to utilise Qondor to achieve this.



When handling sales processes through Qondor, project managers must use projects to provide sales content. By creating Project templates for your Qondor office, you can provide standard setups for these processes whilst keeping the necessary flexibility of content and presentation in tailored sales.

Project templates are simply projects created in the standard way, but they are marked as templates. Qondor users with Office admin access can define template content within them, and all project managers in that specific Qondor office can use these templates as basis for their sales processes. This allows you to standardise but also protect template content.

See below for an example of the start of a sales process:

The project manager can select a standardised template, in this case for a Summer package to a destination. The standard content can then be amended before sending the offer to the customer, if necessary.



Depending on the nature of your business, it can be smart to standardise project content, which has several advantages:

  • If your organisation is new to Qondor, it is a great way to standardise your way of working, making it easier for Project managers to learn the platform and shorten time to your desired value.

  • It increases effectiveness in project management and sales as Project managers can copy template content when handling new requests instead of adding it manually. This frees up a lot of time for Project managers, so they can focus on selling more and providing even better customer service.

  • Standardised content ensures higher quality in sales production as it reduces manual touches to a minimum meaning less room for error.

  • If you have standardised content, it's a good idea to protect it by allowing only Office admins to alter it. By using project templates, you eliminate the risk of project managers mistakenly changing standard content. The less accessible it is, the safer it is.

  • If your organisation has many separate business units in Qondor (several offices), you could use a separate office as a global template database for Project managers from any office to copy from.


Depending on your needs, sales processes and content, you can select an approach that works best for you. Our team here at Qondor can help advise on this to get you faster up to speed, but here are our main recommendations.

Alternative 1: Have one template per main sales scenario

This is advisable if you have a limited amount of products or services on offer, for example if you sell one destination or hotel. Examples of sales templates could be:

  • Seasonal templates, representing sales content appropriate to the season requested.

  • Meeting/conference/events templates, representing sales content appropriate to meeting/conference/events requests.

See example below of how the work process can be with alternative 1:


  • Ensures standard sales content regardless of who handles the sales process.

  • Easy to use and amend.

  • Potentially faster offer creation process than with one general template (as in alternative 2 below).


  • Requires maintenance of several templates.

  • Users handling sales through Qondor must decide on which template content to publish or unpublish, depending on the relevance for the customer in question.

Alternative 2: Have one sales template with standard content, search and add products and prices from central database

If you normally tailor a lot of the sales content to each customer and have a wider variety of products and services on offer, it could be advisable to have one general template and build a database of presentations, products and services you can add as required in sales processes.

❗ Note that if you have numerous sales scenarios, often with new content, it may not be advisable to maintain a product database, but to simply reuse content you continuously add to your sales processes by utilising Qondor's Product search feature.

See example below of how the work process can be with alternative 2:


  • Only one template to maintain.

  • Gives wider opportunities for tailored sales as required content is selected manually from the database.

  • Users handling sales only relates to the content they wish to offer, as they search and add it themselves.


  • Creation and maintenance of a full database of products and services is required.

  • Users must know how to search for and add relevant content.

  • Requires a higher Qondor knowledge of how to structure and present sales content as they add it from the database manually.

⏭ Next step is to create templates and a database of products if needed.

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