How to Best Sell Your Financial Model Template?

282 0 0 August 14, 2019

Registering and selling your financial model templates on eFinancialModels provides a structured way to reach potential buyers and monetize your expertise.

Creating a vendor account involves providing an email, completing your profile, and submitting essential documents like your CV and sample models.
Detailed vendor guidelines ensure your submissions meet high-quality standards, increasing the chance of approval.
Managing your products through the vendor dashboard allows easy updates, tracking sales, and adjusting prices.
Uploading clear screenshots and writing comprehensive descriptions help buyers understand your model’s features and use cases.
Starting the selling process is straightforward, and ongoing support ensures you can maximize your sales.

Read on to find step-by-step instructions for registering and successfully selling your financial models.

Register as a Vendor

Follow these steps to register as a vendor on eFinancialModels.com and start selling your financial model templates:

Create an Account: Visit eFinancialModels.com and sign up for a user account using an email address here. After you register, you’ll receive an automated email confirming your registration. Soon after, a colleague will send a follow-up email to confirm and provide next steps. It may include requesting your CV and a sample model you’d like to sell. At eFinancialModels, we focus on offering high-quality financial models, so we want to learn more about you and your work.
Complete Your Vendor Profile: Please complete your vendor profile by adding your bio and a valid PayPal email address. You can log in here to access your profile. Make sure to finish setting up your vendor profile before selling your model.
Read Our Vendor Guidelines: Once registered, you can directly submit your financial model templates on our platform. We recommend that you review our Vendor Guidelines to understand the requirements, quality standards, and best practices for submitting your models. It will help ensure your submissions meet our standards and attract more buyers.

Sell Excel Financial Model Templates

Step 1 – Access the Vendor Dashboard: After logging in, navigate to the “My Account” section and select “Vendor Dashboard.” This dashboard allows you to manage your products, view earnings, and handle orders.

Step 2 – Add a New Product: Go to the “Add New Product” section in the Vendor Dashboard and follow these steps:

Enter the download title (name of your financial model template) here.
Briefly describe your product: Write a comprehensive description (at least 300 characters) covering its purpose, features, usage instructions, and other relevant details.
Assign Relevant Categories: Select the industries related to your financial model template. If your industry isn’t listed, choose “other. Specify the applicable use cases for your template to help customers find it easily.

Step 3 – Upload Screenshots: Include 3 to 7 images showcasing your model’s appearance or overview to give users a clear idea of the product.

Upload Your Excel File and Set Pricing
Product Type: Choose between “Default” (a standard product page) or “Bundle” (selling multiple Excel financial model templates on one product page).
Upload Files: Click the “Upload” button to add your template file.
Set Price Options: Define the price and version number. It’s recommended to offer multiple versions, such as a free version with protected cells and a full version with unprotected cells. This approach allows users to test the free version before purchasing the full one.

Step 4 – Submit for Review: Once all details are filled in, submit your product for review. The eFinancialModels team will assess your template to ensure quality and may provide feedback or approve it for listing.

3 - Sell Excel Financial Model Templates

If you haven’t registered yet, feel free to Register as a Vendor and start selling your Excel financial model templates. If you have any questions, don’t hesitate to Contact Us—we’re happy to help.

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Lovenna Tibas Store Manager

Lovenna Tibas is the Store Manager at eFinancialModels, specializing in website management, platform optimization, and customer support. She also writes about financial modeling topics including business valuation and business models, making complex concepts accessible to readers. With expertise in WordPress, Easy Digital Downloads, and e-commerce troubleshooting, Lovenna combines technical skills with a deep understanding of financial principles. Her work focuses on helping businesses leverage digital tools and financial insights to drive growth and make data-driven decisions.

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How to Best Sell Your Financial Model Template?

Register as a Vendor

Sell Excel Financial Model Templates

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