25 Ready-to-Use Business Form Templates for Every Workflow
If you’ve ever spent hours designing a form for HR onboarding, customer feedback, or IT requests, you know how tedious that process can be. The good news? You don’t need to start from scratch anymore. With the right business form template, you can streamline your operations, reduce data errors, and save your team valuable time.
In this post, we’re sharing 25 ready-to-use business form templates for every workflow, from sales and marketing to HR, finance, and operations. Each one is professionally designed, easy to use, and fully customizable. Whether you’re a startup, enterprise, or nonprofit, these templates will help you get things done faster and smarter.
25 Business Form Templates Every Team Can Use
Finding the right business form template can significantly impact your workflow. Whether you’re managing HR processes, capturing leads, collecting payments, or streamlining internal requests, ready-made form templates eliminate manual work and increase efficiency. Below, we have compiled 25 ready-to-use business form templates, complete with information on who they are intended for and their specific purposes.
1. Customer Satisfaction Survey
Who needs this?
Support, success, and product teams looking to understand customer needs after key interactions.
What’s it for?
This form helps capture feedback on product experience, service quality, and customer pain points. You can include rating scales, open-ended questions, and Net Promoter Score fields to gain both quantitative and qualitative insights. Use this data to enhance your offerings and boost customer loyalty.
2. Event Registration Form
Who needs this?
Event planners, marketers, HR teams, and anyone organizing conferences, webinars, or internal training.
What’s it for?
Manage attendee signups with ease. Collect names, contact info, job titles, preferences, and even payments. Add conditional logic to offer session choices or apply early-bird discounts. Perfect for virtual or in-person events.
3. Job Application Form
Who needs this?
Recruiters, HR departments, and hiring managers.
What’s it for?
Streamline your hiring process by collecting structured information from candidates, including resumes, cover letters, availability, experience, and job-specific screening questions—easily route submissions to the right recruiters or hiring managers.
4. Contact Us Form
Who needs this?
Any business with a website
What’s it for?
This essential business form template lets visitors reach out with questions, support needs, or sales inquiries. Also, include dropdowns to route requests to departments, set up automated confirmations, and enable team notifications.
5. Lead Capture Form
Who needs this?
Marketing and sales teams running lead generation campaigns.
What’s it for?
Embed this on landing pages, popups, or gated content offers. Collect essential lead information, including name, email, company size, job role, and specific pain points. Integrate with your CRM or email platform to instantly kick off nurture flows.
6. Employee Feedback Form
Who needs this?
HR teams and department leaders focused on retention and workplace culture.
What’s it for?
Encourage honest feedback with anonymous or named submissions. Ask about satisfaction, management, workload, and ideas for improvement. Use responses to inform leadership decisions, team improvements, or internal surveys.
7. Expense Reimbursement Form
Who needs this?
Employees submitting business-related expenses and finance teams managing reimbursements.
What’s it for?
This form makes it easy to submit requests for reimbursement of travel, meals, or supplies. Include fields for itemization, cost, purpose, date, and receipt upload. Set up automated routing for manager approval.
8. IT Support Request Form
Who needs this?
Internal IT teams or managed service providers
What’s it for?
Let employees log tech issues in a structured format — device problems, software bugs, access requests, and more. Include urgency levels, screenshots, and asset tags. Enable priority queues and auto-assign based on issue type.
9. Purchase Order Request Form
Who needs this?
Procurement teams, department heads, and finance managers
What’s it for?
Use this business form template to standardize internal purchasing requests and streamline the process. Include vendor information, item details, quantities, and estimated costs. Moreover, set up multi-level approvals to ensure budget alignment and track purchases from request to order.
10. Meeting Room Booking Form
Who needs this?
Office managers and teams in shared workspaces or hybrid environments
What’s it for?
Help employees reserve rooms based on availability, size, and amenities. Include the date, time, number of attendees, and the purpose of the meeting. Additionally, connect with calendar tools to avoid conflicts.
11. New Hire Onboarding Form
Who needs this?
HR teams preparing for new employee arrivals.
What’s it for?
Collect all required information before day one, including personal details, bank information, emergency contacts, equipment needs, and policy acknowledgments. Automate document requests and assign onboarding tasks.
12. Website Feedback Form
Who needs this?
UX designers, marketers, and web developers
What’s it for
Enhance your website by enabling users to report bugs, suggest features, or rate usability: capture page URLs, satisfaction scores, and device/browser information to resolve issues more efficiently.
13. Product Order Form
Who needs this?
Online shops, wholesalers, and service providers
What’s it for?
Let customers browse, select, and purchase products or services. Include product options, pricing tiers, shipping information, and payment integrations. Enable auto-confirmations and delivery tracking.
14. Maintenance Request Form
Who needs this?
Facility managers, landlords, and property management teams
What’s it for?
Tenants or employees can report issues like leaks, outages, or damages. Include location, urgency, and photo uploads. Automate request tracking and technician assignment.
15. Training Registration Form
Who needs this?
HR, L&D teams, and training providers
What’s it for? Make it easy for employees or clients to enroll in sessions. Include course name, date, trainer, special needs, and approval workflows. Send reminders and post-training surveys automatically.
16. Sales Inquiry Form
Who needs this?
Sales and pre-sales teams receiving inbound interest
What’s it for?
Capture key information about prospects requesting demos, quotes, or product details. Include company size, industry, timeline, and budget to prioritize follow-up.
17. Timesheet Submission Form
Who needs this?
HR, payroll, and project teams
What’s it for?
Allow employees or freelancers to log work hours, breaks, and project codes. Include date ranges, task descriptions, and approval checkboxes—export data for payroll or invoicing.
18. Volunteer Signup Form
Who needs this?
Nonprofits, schools, and event coordinators
What’s it for?
Recruit and organize volunteers for campaigns or events. Collect availability, task preferences, emergency contacts, and waiver agreements. You can also segment responses to assign shifts efficiently.
19. Vendor Application Form
Who needs this?
Procurement and vendor management teams
What’s it for?
Collect essential vendor details, including certifications, services, references, tax IDs, and terms. Use this form as the first step in your vendor vetting or onboarding process.
20. Incident Report Form
Who needs this?
HR, legal, and safety compliance teams
What’s it for?
Document workplace accidents, harassment reports, or compliance issues. Include date, time, witness accounts, location, and follow-up actions. Additionally, you can keep reports secure and audit-ready.
21. Service Request Form
Who needs this?
Internal teams and external clients requesting support
What’s it for?
Enable users to request help or report issues with facilities, equipment, or services. Include request details, preferred contact method, and urgency indicators.
22. Marketing Quote Form
Who needs this?
Marketing agencies, freelancers, and creative service providers
What’s it for?
This business form template enables potential clients to request a customized quote for services such as branding, content creation, ad campaigns, or design work. It helps capture essential project details, such as scope, budget, deadlines, and business goals — so your team can respond more quickly and accurately with tailored proposals.
23. Donation Form
Who needs this?
Nonprofits, fundraisers, and advocacy groups
What’s it for?
Accept donations online securely. Include donor name, donation amount, one-time vs. recurring, and acknowledgment preferences. Integrate with CRMs for donor segmentation.
24. Client Intake Form
Who needs this?
Agencies, consultants, and legal/accounting professionals
What’s it for? Collect new client data, including project scope, goals, timeline, and contact details. Use it to qualify leads, assign account managers, and plan kickoff meetings.
25. Patient Intake Form
Who needs this?
Clinics, private practices, hospitals, dental offices, and any healthcare provider offering in-person or telehealth services
What’s it for?
This essential business form template helps streamline the new patient onboarding process by collecting personal details, medical history, insurance information, and consent forms before the appointment. It minimizes wait times, reduces paperwork errors, and keeps staff focused on patient care instead of administrative tasks.
Whether you’re managing a fast-growing startup, a large enterprise, or a nonprofit organization, these business form templates help you get more done with less effort while improving accuracy, speed, and collaboration across teams.
Power Up Your Forms with 123FormBuilder’s No-Code Platform
With 123FormBuilder, you don’t get a template; you get a powerful, no-code form-building platform that puts you in complete control.
Each business form template in our library is:
✅ Fully customizable – Use drag-and-drop tools to add, remove, or edit fields. Adjust the layout, colors, fonts, and branding to match your style.
✅ Integration-ready – Seamlessly connect your forms with tools like Google Sheets, Salesforce, Dropbox, Mailchimp, HubSpot, and more.
✅ Secure & compliant – We’re GDPR, HIPAA, and ISO27001 certified so that you can collect sensitive data easily and securely.
✅ Mobile-friendly – Every form is responsive and works great on mobile, tablet, or desktop.
✅ Built for teams – Assign roles, set up workflows, automate notifications, and track form submissions — all in one place.
With 123FormBuilder, creating and managing business forms becomes a fast, scalable process — no developer required.
Conclusion
Manual form creation is outdated. Whether you’re launching a marketing campaign, collecting employee data, or handling support requests, a ready-made business form template can help you act faster and more professionally.
These 25 templates aren’t just convenient — they’re a must-have. They reduce friction, improve data accuracy, and facilitate better team collaboration. And with the ability to customize and automate each form in 123FormBuilder, you won’t have to start from scratch every time.
Load more...