HANDBOOK
The Ultimate Coda Handbook for Sales Teams
Connect your team, data, and processes with these Coda solutions.
Brian Lederman
Templates to evolve your sales productivity
Sales team hub
A one-stop shop for everything related to your sales team, projects, and processes.
Account hub
A single source of truth for all your sales team’s account planning.
CRM
Your central relationship hub. Move your best opportunities forward by organizing all in one place. 
Mutual action plan
Improve the buying experience and keep everyone aligned throughout the process.Manage your sales pipeline
Docs to help you track a buyer's journey.
Get ahead with these playbooks
Document your team's best practices, tactics, and strategies.
Packs to get your numbers up and to the right
Bring all of the tools your team loves into one place.
Enterprise$30
Salesforce
By Coda
Two-way sync
Connect the world's #1 CRM platform with Coda.
Pro$5
Gmail
By Coda
See and send emails from your doc by connecting to Google.
Free
Calendly
By Punit Shah
Sync your Calendly links and scheduled events
Team$10
QuickBooks
By Leandro Zubrezki
Two-way sync
Manage your QuickBooks Online companies from your docs.
Pro$5
Google Contacts
By Coda
See and update your contacts from doc.
Pro$5
Shopify
By Coda
Manage products, customers, and orders.
Docs in Sales & customer success
docs
Copyable
Google Calendar + Coda
Organize your time and meetings right inside a Coda doc with the Google Calendar pack.
Shishir's Color-What-Matters Calendar Guide
Why (& how) coloring your calendar can solve your time issues. 
The Knowledgement Starter Kit: Wikis, knowledge bases, and knowledge hubs
A collection of free, time-saving templates for managing information.
Flexible Invoice System
This is a template to illustrate how a Coda doc can become a light-weight invoicing system.
All-in-one to-do list and Google Calendar
An all-in-one solution that merges your to-do list with your Google Calendar events. No more going to a separate to-do list and calendar.
Intercom's R&D Hub
Intercom's R&D roadmap and goals were stuck in disconnected spreadsheets and documents. So Aislinn built a Coda doc to keep R&D, Sales, and Marketing on the same page.
Product Launch Template: The 8 proven tools to execute a flawless product launch
Copy this template certified by Product School to plan and execute successful product launches.
Hackathon Innovation Ritual: How we grow our best ideas
Hackathon is one of our most sacred rituals at Coda, and we’re excited to give you a behind-the-scenes look, plus a template so you can run your own Hackathon.
Webflow Pack: Start Here
The Webflow Pack is here to give you more flexibility while working with the Webflow CMS, enabling all the power of Coda with your Webflow data.
Analyze your time with Google Calendar
This is a template to illustrate how a Coda doc can become a powerful way to understand how you spend your time.Automate the $*%! out of user research so it's not painful — and actually happens
Get user insights without the overhead. We built this process to stay close to users as we built Coda's Packs platform. With no dedicated researcher, we automated painful logistics and leveraged the team for insights — improving the product immensely.
Personal CRM with Texting
This personal CRM template lets you stay in touch with friends and colleagues. Easily add people and interactions with the click of a button.
Coda + Intercom
View, tag, and analyze Intercom conversations right in your Coda doc. This template contains 3 ways you can interact with your customers from Intercom.Tracking Physical Inventory
Track physical inventory whether you need to track bike rentals or book clubs.Tracking Suppliers & Purchase Orders
This Coda doc allows you to tracks purchase orders to your suppliers. Wedding Planning Template
This wedding planning template can be your all-in-one, 100% customizable tool to plan your wedding. Forget all the separate spreadsheets, docs, to-do lists, and photo boards. Bring it all together and stay organized in just the way you want in Coda!
