Business templates ready to download
Downloadable business documents you build in your browser with your own data, from a quote to a purchase order. Practical material for teams that make decisions.
Sales
Quote Template
A quote ready to send, with totals, validity and the WhatsApp follow-up.
Open the templateProcurement
Purchase Order Template
A purchase order ready to send to your supplier, with totals, delivery time and WhatsApp follow-up.
Open the templateFinance
WhatsApp Payment Reminder Message Generator
WhatsApp payment reminders and collection notices, by stage and by tone, ready to copy.
Open the generatorEach one builds on screen for free and with no sign-up; the download is delivered in exchange for your contact details.
Templates save you the typing. These tools measure your company.
Vantegrate's 22 free tools run in your browser and work with your own numbers: what slips away through unanswered inquiries, what every hand-typed document costs, what gets burned on extra kilometers. If you came to this page to get the lay of the land, the Sales AI Maturity Test is the place to start.
See all 22 toolsSales AI Maturity Test
15 questions, a radar with your gaps and a 90-day plan.
Open the toolFrequently asked questions about the resources
What can I download here?
What can I download here?
Business templates you build in your browser with your own data: a quote, a purchase order and a pack of payment reminder messages for WhatsApp. Quotes and purchase orders come as a PDF plus an editable Excel file; the message pack comes as a PDF.
Is it free?
Is it free?
Yes. Each template builds on screen for free and with no sign-up; the download is delivered in exchange for your contact details.
Where is the data I enter stored?
Where is the data I enter stored?
The document details stay in your browser as a draft, one per language, so you can pick up where you left off. Only the total, the currency and the number of lines reach our server.
Are Vantegrate's reports available in English?
Are Vantegrate's reports available in English?
Not yet: the reports and the PDF glossary are published in Spanish on the Spanish resources page. The glossary is available in English on the site.
Where should I start if I'm evaluating AI for my company?
Where should I start if I'm evaluating AI for my company?
With the Sales AI Maturity Test: it gives you a diagnosis based on your own answers, and the templates on this page help you put the basics in order.
