Real-life forms
16 min read

41 Business Form Templates to Boost Efficiency

Posted on April 14, 2022

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41 Business Form Templates to Boost Efficiency

One of the best ways to save time is to create systems and automate them, and we all need more time to focus on what matters. Whether you’re a freelance contractor or running a multi-million dollar business, you know the importance of providing a quality service to your clients and gaining their trust and loyalty – so don’t get caught up in admin work. 

Our form builder and business form templates help you offer a straightforward process for data collection, storing, and handling, so your clients can feel safe sharing their personal information with you while you can focus on the core business goals.

 

1. Fixed Asset Disposal Form Template

fixed asset disposal form

 

Who needs this? 

You need to get rid of something – you just don’t know how to do it, where to take it, or whom to speak to. It happens. It just shouldn’t happen as often. 

What’s it for? 

Oftentimes, assets are scrapped or given away when they’re no longer in use and there’s no resale market for them. We know, which is why we created this form.

Key Benefits

From now on, you can optimize the disposal of faulty or old equipment at your workplace with this form template. Edit it with a few clicks, and get back to work!

2. Budget Transfer Request Form Template

budget transfer request form

 

Who needs this?

Are you constantly postponing the transferring of funds from one account to another because of all the forms you needed to fill out? Well then…

What’s it for? 

This form template will help you easily transfer budgets between departments, hassle-free. No more stressing out about it, and no more waiting ‘till the last minute! 

Key Benefits

Use one customizable Budget Transfer Request form to collect all the approvals you need. And, did we mention – no coding needed?

3. Insurance Cancellation Form Template

insurance cancellation form

Who needs this?

Insurance companies, since the termination of an insurance policy or bond, before its expiration, is something no one looks forward to. Your clients probably don’t, either.

What’s it for?

This form is here to help you make the process simple, straightforward, and scary no longer, at last! Use it as a handy way to cancel insurance policies online. 

Key Benefits

Simply access the form, edit, and publish it on your website – without needing a developer’s help, and let your customers’ breathe a sigh of relief.

4. Counseling Intake Form Template

counseling intake form

 

Who needs this?

Looking for a better way to register new patients for your therapy or counseling business and keep track of their upcoming sessions? 

What’s it for?

This quickly customizable form makes it easier for both you and your patients to schedule and keep track of their appointments. 

Key Benefits

Keep sensitive information private, get easy access to your client’s history, and save everyone’s time using this form.

5. Change Request Form Template

change request form

Who needs this?

Is your team struggling with managing all the numerous unplanned project changes lately? Tell it to relax, we’ve got you covered.

What’s it for?

One of our many forms for businesses like yours is designed with this mind. We know projects’ details and deadlines are prone to change, so we made this form.

Key Benefits

Streamline your project management procedures with this change request form and help your team work faster – and smarter!

6. Goal Setting Form Template

goal setting form

Who needs this?

Got to define specific, measurable, achievable, realistic, and time-bound goals for your projects? Let’s do it then!

What’s it for?

You can now get a quick and easy goal setting form template, customize it for your specific project, and start using it. 

Key Benefits

Save time by narrowing it down to the essentials and skipping all the coding. Focus only on what matters!

7. Expense Approval Form Template

expense approval form

Who needs this?

Approvals usually need to go through several people, with multiple back and forths. Are you one of them?

What’s it for?

When it comes to expense reporting, the approval cycle can be time-consuming. Having a set process in place will greatly ease out the process.

Key Benefits

Automate the expense approval process with this form and easily authorize or reject expenditures and purchases within your organization.

8. Waste Disposal Form Template

waste disposal form

Who needs this?

This form is for you if you need to handle, treat, and dispose of waste. 

What’s it for?

Disposing of hazardous waste is always inconvenient, but digitizing the entire process may just make it easier by saving you valuable time and effort.

Key Benefits

This form can be easily edited, published, and completed by your employees to help streamline the waste disposal process.

9. Proposal Evaluation Form Template 

proposal evaluation form

Who needs this?

Proposal or bid evaluation is an assessment of the bid and the bidder’s ability to successfully complete the prospective contract. Is this part of your job?

What’s it for?

Make the process easier for everyone involved by evaluating conditions and capabilities before you carry out a project with the help of this form.

Key Benefits

You will be able to evaluate proposals more efficiently, have more clearly defined criteria for evaluation, and ensure team alignment on assessments.

10. Formal Dinner Reservation Form Template 

business formal dinner reservation form

Who needs this?

Need to organize a formal dinner for a private or business occasion, such as a graduation, a company anniversary, or a wedding rehearsal? 

What’s it for?

Use this form to collect information from those attending, and keep track of any changes. 

Key Benefits

Use this data to plan catering and other services based on the correct number of guests, reduce human error – and avoid missing reservations! 

11. Vehicle Disposal Form Template 

business vehicle disposal form

Who needs this?

Are you a disposal company – or do you need to get rid of an old car or van at your company? This form was designed to help you do just that.

What’s it for?

Give your employees an easy way to dispose of old vehicles, or do it yourself!

Key Benefits

Record all the entries, keep track of all the disposed vehicles, and plan the work depending on the demand.

12. Equipment Transfer Form Template 

business equipment transfer form

 

Who needs this?

If you need to keep track of where the tangible personal property of your organization is at all times, this form is for you.

What’s it for?

Transferring equipment can be an effortless task with the right tool. Fill out this form and know where things are – always.

Key Benefits

Personalize the form to your needs and publish it anywhere, to help you keep an online record of transfers, avoid miscommunications, and avoid costly errors.

13. Business Disclosure Form Template 

business disclosure form

Who needs this?

Receiving bids or proposals from applicants? Then you know it’s important that they complete a business disclosure form. 

What’s it for?

It doesn’t have to be tedious. Customize the form to reflect your needs, and skip all the fluff from now on. Collect the data you need to make your decision, quickly.

Key Benefits

Build complex forms using conditional logic (expands or hides questions based on previous answers). Make them as dynamic and interactive as you want!

14. Project Tracking Form Template

project tracking form

Who needs this?

Are you a project manager and stakeholder who needs to know what work has been done and the resources that have been used to execute those tasks? 

What’s it for?

Use the Project Tracking form to track the progress of tasks in a project and compare actual to planned progress, while identifying issues.

Key Benefits

Ensure a comprehensive overview of the project’s progress, in order to be able to quickly adapt and assign resources wisely.

15. Equipment Borrowing Form Template

equipment borrowing form

Who needs this?

Equipment borrowing often refers to the temporary transfer of equipment from your department to another. Ideally, you should still keep track of it.

What’s it for?

Improve collaboration between teams with this sample equipment borrowing form, and always know where your equipment has ended up. 

Key Benefits

Customize as you please, without needing any programming skills – or help from a developer. 

16. Enquiry Form Template

inquiry form

Who needs this?

Do you need to respond to all the enquiries coming through, and find it hard to keep track of everything? We get it, which is why we made this form.

What’s it for?

Receive requests directly in your email inbox, and clearly see what’s what from the get-go. Don’t waste time organizing emails when you can centralize everything.

Key Benefits

Make it easy to be responsive. Using this form to help you monitor and respond to customer enquiries you can increase customer engagement and satisfaction, eventually building a reputation for great customer service.

17. Expense Request Form Template

expense request form

Who needs this?

An expense request form is used by managers to collect expense requests from team members. Is this part of your work? 

What’s it for?

Provide your team with an online form to request approval for various necessary purchases, and process it within minutes.

Key Benefits

Our drag-and-drop tool is ideal for any layout modifications. Build the form you want and enjoy the workflow automation, while saving everyone’s time. 

18. Equipment Receipt Form Template

equipment receipt form

Who needs this?

Equipment issued to employees is to be used for company business and belongs to the company – make sure your employees know this when they receive it.

What’s it for?

It’s easy to verify receipt and agreed-upon use of equipment with this customizable form. 

Key Benefits

Quickly register financial data, oversee the equipment, and say goodbye to all the paper receipts piling on your desk!

19. Project Proposal Form Template

project proposal form

Who needs this?

Project Managers or Project Stakeholders can use this form to receive proposals and evaluate them.

What’s it for?

A clear project proposal creates clarity regarding the roadmap and proves the viability of a project that you may need to approve or submit for approval. This form can help you gather all the information you need to make a decision or to explain what your project is about.

Key Benefits

A systematic way to collect data that makes evaluation easier and speeds up decision making, while increasing the chances of choosing the right project.

20. Contractor Proposal Form Template

contractor proposal form

Who needs this?

A contractor proposal is a written outline that includes the key terms of the project to be completed by the contractor. It’s normal to collect various contractor proposals – but it can get tedious.

What’s it for?

This form will help you collect information from your potential contractors. It’ll be easier to keep track of who can do what, and it’ll save everyone time and effort. 

Key Benefits

Customize this contractor proposal for your contractors, turn it into PDFs, and share it with them online.

21. Delivery Receipt Form Template

delivery receipt form

 

Who needs this?

The delivery receipt confirms the successful delivery of a product to a specific destination, but nobody enjoys the hassle of creating delivery receipts… 

What’s it for?

Easily collect details about each delivery and help your team keep track of them – all in one place, for you to access anytime.

Key Benefits

With this fully customizable and easy-to-manage delivery receipt form template, you can make deliveries go smoothly for yourself and your team. 

22. Vendor Complaint Form Template

vendor complaint form

Who needs this?

Collect complaints about suppliers with this vendor complaint-free form template that you can customize to reflect your needs.

What’s it for?

In an ideal world, all complaints should be reported. This form makes it easy for those who want to do it. No more excuses for bad service providers!

Key Benefits

Set it up in minutes by grabbing the template, customizing it in our easy drag and drop form editor, then publishing it anywhere online!

23. Final Notice Form Template

final notice form

Who needs this?

If you’re an accountant and giving final notices is part of your job, use this form to make it easier to gather all the correct information you might need.

What’s it for?

A final notice form is used to generate a final notice to be served on another person before you file an action in court.

Key Benefits

Customize this simple, straightforward form template and change it in just a few clicks and without any technical knowledge. Build it once, customize it on demand…

24. Proposal Form Template

proposal form

Who needs this?

You can use this online proposal form template to lay out all the information you want to include in a proposal.

What’s it for?

Give freelancers, suppliers, or customers an easy way to submit their proposals by filling out the online proposal form that can help you quickly review the entries and make smart decisions.

Key Benefits

A clear, straightforward proposal creates clarity regarding the roadmap, requirements, and viability of a project. Help everyone understand exactly what you mean.

25. Sales Lead Form Template

sales lead form

Who needs this?

Data allows salespeople like yourself to identify leads, segment their audience, create targeted communications and ultimately sell. Time to collect some!

What’s it for?

Easily modify this sales lead form template and use it to collect information and generate leads and prospects for your business. 

Key Benefits

Customize it to your needs, then share it with your team to channel their efforts in the right direction, increase productivity, and even boost customer engagement!

26. Packing List Form Template

packing list form

 

Who needs this?

Shipping something to a business partner or customer? It can get stressful, but not if you use a perfectly tailored packing list form.

What’s it for?

Document shipping information effectively with this pre-made packing list form, and never forget a thing.

Key Benefits

Don’t miss any important details! With this digital form, you can easily reduce human error. 

27. Asset Disposal Form Template

asset disposal form

Who needs this?

You need to get rid of something – you just don’t know how to do it, where to take it, or whom to speak to. Sound familiar?

What’s it for?

Assets can be scrapped or given away when they are no longer in use and there’s no resale market for them. We know, so we created this form.

Key Benefits

This asset disposal form simplifies the disposal process and helps you keep a straight record of all company assets, helping you better plan acquisitions.

28. Inventory Management Form Template

business inventory management form

Who needs this?

Whether you’re a retailer, warehouse, or beauty salon, almost any kind of business deals with some type of inventory. Inventory management is a systematic approach to sourcing, storing, and selling inventory, and it requires filing out many forms…

What’s it for?

You can now manage supplies or inventory more easily with one simple, straightforward inventory management form. 

Key Benefits

Automate the process, document every change in your stocks, and make sure you’re not disrupting your work and that you can fulfill orders.

29. Car Finance Proposal Form Template

car finance proposal form

 

Who needs this?

This form is for car companies collecting data about clients that want to make a new purchase.

What’s it for?

Easily collect data with this car finance proposal form template and rest assured everything is sorted. 

Key Benefits

Quickly assess the customer’s financial situation, quickly respond to requests, and channel effort to worthwhile deals easily with the help of this form.

30. Warranty Repair Form Template 

warranty repair form

Who needs this?

Do your clients need a repair? If they are covered by a warranty, they shouldn’t have any problems. 

What’s it for?

Customize this warranty registration form template as you see fit and share it with your clients to help them understand how they can get their products repaired.

Key Benefits

Make it easy for customers to submit a request and for your team to process it. Ensure improved customer service, as well as easier evaluation of employees’ work.

31. Business Proposal Form Template

business proposal form

Who needs this?

A business proposal is sent from a supplier to a potential client for the purpose of winning a specific project. Is that something you might find useful?

What’s it for?

Use this professional business proposal form to create quotes and estimates for your clients, and help them see the bigger picture – the way you see it. 

Key Benefits

Keep everyone on the same page, don’t miss any important details, and ensure clear and transparent communication, always.

32. Proxy Form Template

proxy form

 

Who needs this?

Employees can’t always attend meetings, but worry not! The HR team can help them appoint someone else as a proxy with voting rights.

What’s it for?

A proxy form is a document by which a registered member of a company appoints another person (a proxy) to attend a meeting and vote on their behalf.

Key Benefits

Simplify this process and help your company do business as usual, no matter what comes up.

33. Commercial Tax Form Template

commercial tax form

Who needs this?

Do you need to submit transaction details for business tax calculations? Then this form might just be what you need.

What’s it for?

This commercial tax form template makes it easier for you to keep track of everything and ensure you won’t have any problems.

Key Benefits

Customize this form the way you want. You can even include digital signatures! The data collected is safe and secure, and can be converted into other formats (CVS, PDF, Excel).

34. Waste Transfer Form Template

waste transfer form

Who needs this?

If you and your team are responsible for streamlining your hazardous waste disposal process, this online form is for you. 

What’s it for?

Transferring waste is always inconvenient, but digitizing the entire process may just make it easier by saving you valuable time and effort.

Key Benefits

This waste transfer form can be easily edited, published, and completed by your employees to help streamline the waste transfer process.

35. Export Declaration Form Template

export declaration form

Who needs this?

If you work in logistics you know that moving goods is never easy, and having to give details of goods that are being imported or exported takes time.

What’s it for?

An export declaration is a type of form submitted at the port or border, providing details about the goods that are bound for export.

Key Benefits

Avoid unexpected surprises at the border! Ensure your products reach the destination and your business thrives.

36. Invoice Request Form Template

invoice request form

Who needs this?

The invoice request form template is designed to request invoices for your provided services. 

What’s it for?

Modify this template as you wish and send it off! Ready to use as soon as you add your logo, change the color scheme, and drag & drop the form fields you need. 

Key Benefits

Speed up the processing time. You can even include security features like reCaptcha and integrate with invoice and accounting services like FreshBooks.

37. Sales Tracking Form Template

sales tracking form

Who needs this?

Sales tracking refers to keeping records and detailing all aspects of your team’s sales process. But if you’ve ever done it you already know it’s not as easy as it sounds.

What’s it for?

To avoid things from getting lost in translation, provide your sales team with an online sales tracking form where they can tick off daily sales calls and jot down their results. 

Key Benefits

You don’t need any programming skills to use this pre-built, fully customizable form template and gain valuable insights about your team’s performance, the success of your sales tactics, and the areas to improve.

38. Business Enquiry Form Template

business enquiry form

Who needs this?

Are you responsible for responding to inquiries about your company’s products? Then you know first-hand what it’s like to surf through an inbox full of emails, and try to sort out which are urgent and which are spam…

What’s it for?

Receive inquiries from business partners or customers directly from your website, and clearly see what’s what and where you need to get started. Don’t waste any more time on organizing emails when you can simply use this form.

Key Benefits

This fully customizable form can be edited to reflect your business needs. It will also help you prioritize better, and even identify key opportunities easier!

39. Inventory Disposal Form Template

inventory disposal form

Who needs this?

Obsolete inventory can be disposed of in various ways, but the important thing is to not let it take up too much of your time.

What’s it for?

You can ensure that by providing your team with this fully editable inventory disposal form, and asking them to fill it out as they go.

Key Benefits

Save yours and your team’s time by seeing what comes – and what goes. Quick, simple, and easy to keep track of!

40. Vendor Registration Form Template

a href=”https://www.123formbuilder.com/free-form-templates/Vendor-Registration-Form-836121/”>vendor registration form

Who needs this?

Do you need to register vendors and suppliers, capture contact information, product data, and other information? 

What’s it for?

It’s easy to structure a vendor registration or approval procedure for prospective vendors using this vendor registration form.

Key Benefits

Help your team with the selection process and identify the right vendors for your event, while having more control over the information that matters to you.

41. Production Schedule Form Template

production schedule form

Who needs this?

The production schedule is an important part of the supply chain management. Manage your resources and help your sales team work with production and plan a schedule to deliver the goods to customers, on time.

What’s it for?

If you need to make a simple, easy-to-follow plan to balance supply and demand at your organization, this ready-to-use production schedule form is here to help. 

Key Benefits

Your team will be more organized and productive, you’ll be able to reduce the surplus, and, who knows, you might even end up saving some money?  

FAQ

What is a business form?

Business forms are the backbone of a business. All businesses must adopt some legal configuration that defines the rights and liabilities of participants in its lifespan, and forms help keep track of it. Business forms are essential if a business is to run well so that an accurate record of business interactions can be kept in the event of a lawsuit. 

What form do you need for starting a small business?

Well, that greatly depends on your business type and its location. And that’s especially important for forms like the income tax return form. It’s totally up to you what business forms you’ll find useful in your company, but general forms, such as contact forms or expense approval are almost always needed.

Which business form templates are suitable for small businesses?

There is no straight answer to this question. Every business has its own particularities. We serve more than 25 industries and help them identify the most suitable form templates for them. One way to find out which form templates can help your business, define your business goals and see where and how a form fits in your action plan.

Also, take a look at our form templates library – maybe your business is in one of these categories, get some inspiration If you need any help, you can contact us and someone will guide you through.

Originally published on February 21, 2022

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