Sell directly to schools.
Includes Google Docs, Sheets, and Forms templates, and a comprehensive PDF toolkit guide.
Confused about selling to schools?
Turn school purchase orders into a predictable new income stream for your business!
Created for teacher-authors ready to sell beyond the marketplace, the Sell to Schools Toolkit provides step-by-step guidance to manage school sales on your website.
Not sure if you’re ready? Preview the process with this FREE 25-step checklist.
Contains the same steps as the full toolkit, but without the detailed explanations, templates, or forms.
Grab the detailed checklist in the complete Sell to Schools Toolkit!
Why Schools Are Emailing You About Purchase Orders
Are schools asking if you accept purchase orders? These are huge sales waiting to happen, but you don't know where to start.
Schools can't just "buy now" like individual teachers.
They need special considerations like official quotes, tax-exempt pricing, and pay-after-delivery.
The result?
You're leaving hundreds of dollars on the table every time you ignore these emails.
How do I start accepting POs?
Guides for first contact to final payment
Reduce friction → increase inquiries
Professional forms → increase trust
Clear expectations → happy clients
Email templates and forms for every step
Look like a pro from day 1
What’s Included?
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01 Website Prep
✓ Estimate Request Form Template
✓ Sample FAQs
✓ Toolkit guide with detailed checklist
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02 Order Forms & Templates
✓ Quote Template
✓ Invoice Template
✓ Order Authorization Form Template
✓ Order Tracking Spreadsheet
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03 Email Templates
✓ Quote Request Response Email
✓ Quote Follow-Up Email
✓ Delivery and Invoice Email
✓ Payment Reminder Email
✓ Payment Confirmation Email
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04 Prerequisites
What You’ll Need:
⚠ Payment processor (e.g., Stripe, PayPal) for accepting online payments
⚠ Website for showcasing products or services (Online store not required)
Simplify Accepting POs for Teacher-Authors
This is the toolkit I wish I had
When I decided to start accepting purchase orders off-marketplace, I knew the basics of the school procurement process, but had to smooth out a lot of hiccups the hard way.
I really just wanted someone to tell me what to do!
I developed the Sell to Schools Toolkit to help teacher-authors have a smoother transition as they diversify their income streams beyond the TPT marketplace.
I’ve invested 200+ hours building a low-friction, high-converting system so you don’t have to figure it out alone!
Pricing
$0
Free Checklist
Download the 25-step checklist to see the complete process.
Preview the process and see if the full toolkit is right for you.
$100
Complete Toolkit
Copy and paste templates for forms and emails.
Plus get the “just tell me what to do” guide to navigating POs and tax-exempt sales!
Why the Sell to Schools Toolkit Works
3 Reasons Schools Will Say Yes
Many schools need tax-exempt checkout or pay-after-delivery purchase orders.
Automated web stores don’t meet their unique needs.
Front-load the process on your website so teachers feel confident you can work with their purchasing coordinator.
build trust
Give schools more touchpoints so they already trust you before requesting a quote.
Provide clear pricing and a menu of products/services available to purchase.
Don’t make the customer do the heavy lifting in what to write in their quote request form!
make ordering easy
Pre-written templates mean you respond in 15-30 minutes instead of spending hours second-guessing yourself.
Quote → follow up → invoice. Every email is ready to customize and send.
Quick Responses
Are you ready?
This is for you if…
✓ You sell large bundles or PD services ($100+)
✓ You have a website to showcase product information
✓ Schools already email about purchase orders options
✓ You're ready to invest in alternate revenue streams
Not the right fit if…
✗ You want to sell lots of low-priced products via PO
✗ You don't have a website to add forms and pages
✗ You want automated checkout only
✗ You're already stretched too thin
Schools invest in comprehensive solutions: year-long bundles, multi-license orders
If you're ready to capture these high-value opportunities, this system sets you up for success from day 1.
FAQs
How long does it take to set everything up?
1
It depends on how much time you want to invest! Just adding a link to a google form on your existing website? Plan for 1-2 hours to customize your form and new templates.
Planning to overhaul your website with embedded forms, FAQ page, and new product feature pages? Expect a longer initial time investment.
After the initial setup is complete, the email templates and ready-to-complete forms will save you tons of time and reduce your mental load when the PO inquiries land in your inbox!
Can I use this if I sell on multiple platforms?
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Yes! This system is designed to serve as an additional income stream to your existing business.
Automated storefront on your own website? Schools need manual tax-exempt status verification before purchasing. Link to your quote request form on the product page to get schools to the right place!
Selling on a marketplace (e.g., TPT)? School policy varies on approved vendors. Offer an alternative PO purchase option on your own website (without needing an automated online store).
The purchase order process works independently of where you sell. You’re simply adding a way for schools to buy from you directly.
How will schools pay me?
3
Different schools have different policies and preferences. Many schools prefer online payment options. Many are authorized to purchase using a credit card without going through a formal Purchase Order process.
In this system, payment occurs AFTER delivery of product/service (e.g. Net 30, Net 60).
Offer online credit card / ACH payment
You will pay a small fee to the payment processor (e.g., Stripe, PayPal)School will initiate ACH transfer into your bank account
Schools may have you fill out vendor paperwork before submitting POSchool will mail a paper check
The system instructs schools to contact you for mailing address and check instructions (fully customizable!)
For informational purposes only. Consult with a financial professional for your specific business needs.
Are schools automatically tax-exempt?
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In many states that collect sales tax, schools are tax-exempt when purchasing educational materials. They’ll provide you with a tax-exempt certificate or other proof of tax-exempt status. Keep this on file as proof for your records.
For informational purposes only and does not constitute tax advice. Consult with a tax professional to understand your sales tax reporting requirements.
Technical FAQs
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Schools need to be able to access the quote request form and learn more about what you offer via Purchase Order.
You need to be able to:
Option 1: Add a link to the quote request form (Google Form) on your website
Option 2: Embed the Google Form HTML code on your website using a custom HTML block (using Wordpress, Squarespace, Wix, etc.)
Option 3: Use the form as a template to create your own custom form on your website (using built-in/plug-in form builder)
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You need a website to host product information, explain your PO process, and direct schools to your quote request form.
The templates work with Google Apps (Sheets, Docs, and Forms), but you will need a free Google Account to make copies of the templates.
Accepting online payments is highly recommended. Providers such as Stripe or PayPal may be used to accept online credit card or ACH payments from schools. (I’m not an affiliate, just a user who is happy to pay a small fee for their services!)
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No! Even if you select to embed your quote request form on your website, most website builders allow you to paste custom HTML (copied from Google Forms) OR build your own custom form.
This post is for informational purposes only and reflects general practices used by teacher-authors and schools. Platform policies and school purchasing requirements vary. Always confirm current procedures with the purchasing entity or platform involved.
When schools ask about purchase orders, what will you say?
Close School Sales With Confidence
Stop scrambling when schools ask about purchase orders.
With this toolkit, you:
✓ Respond quickly with professional forms
✓ Use ready-to-go email scripts and templates
✓ Accept POs and tax-exempt orders with ease
200+ hours of development. One payment. New income stream unlocked.
After purchase, you will download PDF guide with links to make a copy each of the templates (Google Forms, Sheets, and Docs).