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79 Small Business Forms That Boost Productivity & Sales

Posted on July 4, 2022

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79 Small Business Forms That Boost Productivity & Sales

Running your own business is a rewarding process—but it’s not one that comes without its difficulties. Ensuring everything is up to scratch legally is one of the hardest parts, especially without the right small business governmental forms to help you.

Using our small business forms can help you boost productivity and sales as easy as 1, 2, 3. Let’s take a look.

1.Renovation Estimate Form Template

Renovation Estimate Form

Who needs this? 

If you run a renovation business, this form is exactly what you need. 

What’s it for? 

This renovation estimate form template will help you look professional and include all the necessary information of your renovation estimate. It helps encourage more clients to choose you by showing your professionalism from the first moment. 

Key benefits:

  • Digital means anywhere: send this form to your client in a matter of seconds.
  • Fully customizable: make this form yours by customizing it as you please. 
  • Intuitive to use: our templates for small businesses are easy to use, for you and your client. 

2.Job Estimate Form Template

Job Estimate Form

Who needs this? 

Small business owners looking to provide details on jobs will need this form. 

What’s it for? 

This form will allow you to send all the information the client needs to know about the job you’re planning to do for them–making it easy for them to choose you, and helping both parties avoid confusion and misunderstandings.

Key benefits:

  • Go paperless: show your clients you care about the environment with these digital forms. 
  • No coding, no problem: our form builder’s drag and drop functionality is easy to use with 0 coding knowledge needed.
  • Integration capabilities: export data to Google Sheets to keep all your information to hand.

3.Payment Summary Form Template

Payment Summary Form

Who needs this? 

Any business that needs to collect payments will absolutely need this form.

What’s it for? 

This form allows you to collect and manage your payee details and all the payment information in one place. 

Key benefits:

  • Security: all our forms are fully GDPR compliant, so you don’t have to worry about leaks of personal information.
  • Integration capabilities: export data to Google Sheets to keep all your financial information in one place. 
  • Avoid human errors: keep all the information safe and make sure there are no human errors when it comes to payment. 

4.Coach Cancellation Form Template

Coach Cancellation Form

Who needs this? 

If your business offers coach packages, you’ll need this coach cancellation form template. 

What’s it for? 

This coach cancellation form template provides your users with a handy tool to revoke their subscription. 

Key benefits:

  • Drag and drop: easily make this cancellation form exactly how you want it. 
  • Automatic email notification: get notified when a client sends a cancellation form. 
  • Increased productivity through automation: no need to post this form out to every client. Just pop it in an email or embed the form on your website.

5.Salon Feedback Form Template

Salon Feedback Form

Who needs this? 

If you want to make your beauty salon the best it can be, you’ll need this salon feedback form template in your toolkit. 

What’s it for? 

Are you curious to learn what your customers think about your beauty salon? Use the salon feedback form template to give them a quick and easy way to share their thoughts and feelings about their experience at your salon. 

Key benefits:

  • Easy-to-use: no computer expertise is required to set up this feedback form—just use our straightforward drag-and-drop form builder.
  • Fully customizable: this form is totally customizable so you can adapt it to your beauty salon. 
  • Embed it in your website: make it easy for your clients to find this form by adding it to your website–no coding necessary!

6.Restroom Checklist Form Template

Restroom Checklist Form

Who needs this? 

Whether you run a restaurant or other type of small venue, you need a restroom cleaning checklist. 

What’s it for? 

Knowing when and how your restrooms are being checked is crucial to provide your customers with the best service possible. This form enables you to do exactly that. 

Key benefits:

  • Fully customizable: want to add something we haven’t included? You can add it in with our easy-to-use drag-and-drop form builder.
  • Go paperless: make sure your business is not impacting the environment.
  • Better management: improve your managing skills by using this form to know exactly what’s happening in your business.

7.Intake Assessment Form Template

Intake Assessment Form

Who needs this? 

Any healthcare organization or overnight stay facility can use the intake assessment form template to gather all the necessary info to build an easily accessible client summary. 

What’s it for? 

This intake assessment form template enables you to have your new client’s details in one place right from the get go. 

Key benefits:

  • Security: our forms are fully secure so there’s no need to worry about data leaks.
  • Integration capabilities: export all your data into a spreadsheet for easy searching later on.
  • Ease of use and set-up: this template can be easily customized to suit any company anywhere.

8.Project Intake Form Template

Project Intake Form

Who needs this? 

This project intake form can be used by designers who want to make sure all the details of their projects are carefully assessed, mapped, and quoted.

What’s it for? 

Avoid the endless back and forth questions with customers with this project intake form–ensuring a seamless customer experience from the very beginning. 

Key benefits:

  • Drag and drop: our form builder is easy to use with our drag and drop system letting you make the form exactly what you need.
  • Look professional: by using our digital forms you’ll have a form that is easy to use, has all the information you need, and looks professional–making your business look better. 
  • Easy to send: whether your customer is in Paris or in Los Angeles, send this form within seconds. 

9.Equipment Rental Form Template

Equipment Rental Form

Who needs this? 

If you rent equipment, this form needs to be in your business box of necessary tools. 

What’s it for? 

With this form you’ll be able to know which equipment is being rented by whom–helping you better manage your business. 

Key benefits:

  • Data security: every equipment rental request is acquired over a secure SSL connection and benefits from thorough data protection.
  • Automated email notifications: get an email every time someone requests to rent equipment.
  • Conditional logic: create dynamic forms that adapt to the renter’s previous answers.

10.Task Request Form Template

Task Request Form

Who needs this? 

You’ll need this form to request tasks from IT departments, or any other team in your company. 

What’s it for? 

With this request form, you’ll be able to request tasks, and know exactly what needs to be done and who is requesting them. 

Key benefits:

  • Increased productivity: no need to spend a long phone call requesting a task when this handy form can do it in minutes.
  • Eliminate human error: with this form you’ll know immediately when a request comes in, so you won’t waste any time.
  • Automated email notifications: you won’t have to check for new requests every day—we’ll send a notification whenever someone completes this form.

11.Brochure Order Form Template

Brochure Order Form

Who needs this? 

If you’re creating custom brochures for clients, use this brochure order form template to simplify the ordering process. 

What’s it for? 

This order form helps make the ordering process easy for you and your clients—which is the first step for boosting productivity and sales in your business.

Key benefits:

  • Conditional logic: create dynamic forms that adapt to previous answers. For example, don’t bother asking existing customers for all their contact details again.
  • Automated email notifications: get an email every time someone orders a brochure using this form.
  • Fully customizable: need a field we haven’t included? Just use our drag-and-drop form builder to adapt this template to your needs.

12.Traveler Profile Form Template

Traveler Profile Form

Who needs this? 

If you’re a travel agent, this traveler profile form template can help you learn about your customer’s travel preferences. 

What’s it for? 

With this traveler profile form you’ll be able to know exactly what your customer is looking for and be able to offer carefully planned trips and adventures.

Key benefits:

  • Conditional logic: ask different questions to people depending on what they just answered.
  • No coding needed: get to know your travelers better without having to write a single line of code.
  • Fully customizable: this template is easy to adapt to include the questions you really need. 

13.Car Buying Survey Form Template

Car Buying Survey Form

Who needs this? 

If your role requires you to sell cars this survey form is for you. 

What’s it for? 

This car buying survey form will help you better understand your customer. After all, buying a car is a big decision for any person—that’s why you have to ask the right questions in order to propose the best deal.

Key benefits:

  • Go paper-free: make your car dealing as kind to the environment as possible.
  • Automated PDF generation: get your results in an easy-to-read, easy-to-understand, and easy-to-share format.
  • Easy to use, easy to set up: creating an intuitive survey that matches your needs has never been easier. 

14.Painting Estimate Form Template

Painting Estimate Form

Who needs this? 

If you own a painting business—be it construction painting or art—you’ll need this painting estimate form by your side. 

What’s it for? 

This painting estimate form is perfect to share any project details and allows your client to clearly understand the job’s requirements and the associated costs. 

Key benefits:

  • Integrations: export all your data to Google Sheets for ease of storage.
  • No more miscommunication: use this form so that you and your client are on the same page. 
  • Easy-to-use: customizing this template to fit your needs is straightforward with our drag-and-drop form builder. 

15.Funeral Home Assignment Form Template

Funeral Home Assignment Form

Who needs this? 

Offer the best funeral services you can by using this funeral home assignment form template. 

What’s it for? 

Get the deceased person’s information as well as their insurance details. 

Key benefits:

  • Customizable ‘Thank You’ page: provide them with any final piece of information at the end of the form and share your condolences during a tough time
  • No coding: send it by email, embed it into your website, or save it as a PDF file–all without writing a single line of code.
  • Easy to use: create this form easily, and see how intuitive it is to use. 

16.Equipment Rental Agreement Form Template

Equipment Rental Agreement Form

Who needs this? 

If you rent equipment out for events you need this form.

What’s it for? 

With this form you’ll know exactly what your client needs, and where they need it. This form also enables you to share rental information and share any important information. 

Key benefits:

  • Fully customizable: so you can make this form your own. 
  • Automated PDF generation: get your rental agreement in an easily shareable format.
  • Upload field: so you or your clients can add any extra documents to support your agreement—such as images of the equipment in question.

17.Retreat Evaluation Form Template

Retreat Evaluation Form

Who needs this? 

If you hosted a retreat and want feedback from your guests, use this retreat evaluation form template to ask them about their experience.

What’s it for? 

Collect your attendee’s thoughts and impressions in an organized way, so you can quickly assess the results and pinpoint which areas you excelled at and which ones need improvement. 

Key benefits:

  • Increased productivity through automation: there’s no need for face-to-face evaluations, so you can spend more time on your retreat planning and management.
  • Dashboard reports: get easy-to-understand graphs and tables from your data for insights on your retreat. 
  • Fully customizable: no matter what you want to track, you can use our simple drag-and-drop form builder to customize our template to suit your needs.

18.Moving Estimate Form Template

Moving Estimate Form

Who needs this? 

If you are a household or office moving services company, you’ll need this moving estimate form template in your business. 

What’s it for? 

This accessible moving estimate form helps you gather potential customers’ data in order to send them an accurate cost assessment.

Key benefits:

  • Conditional formatting: use ‘if so’ and ‘if not’ fields to help personalize the form to your clients and avoid asking redundant questions
  • Upload field: include an upload field to allow clients to provide additional information about the move.
  • Automated email notifications: get an email as soon as a client fills out the moving estimate form. 

19.Costume Rental Agreement Form Template

Costume Rental Agreement Form

Who needs this? 

Does your business offer costume rental services? Rent costumes with ease with this friendly and organized costume rental agreement form.

What’s it for? 

Know exactly what your client wants, and have them sign this agreement so there are no surprises. 

Key benefits:

  • Customizable ‘Thank you’ page: let them know any extra piece of information at the end of the agreement form. 
  • Easy to store: improve your management skills by easily storing all this important information. 
  • Go paperless: reduce the environmental impact of your business by taking forms online

20.Customer Update Form Template

Customer Update Form

Who needs this? 

Any business that holds customer data could do with this form.

What’s it for? 

With this form you’ll be able to update your customers’ data in just a matter of minutes. This includes their name, contact details, and more.

Key benefits:

  • Security: our forms are fully secure, so you don’t have to worry about any sensitive information being leaked.
  • Integrations: add the information collected to a wide variety of tools.
  • Fully customizable: customize our forms to fit your needs—whatever they may be.

21.Fitness Reimbursement Form Template

Fitness Reimbursement Form

Who needs this? 

If you’re a fitness club owner or manager, or you offer a fitness plan to your employees—this fitness reimbursement form can make your life easier. 

What’s it for? 

Offer your employees an online form to apply for reimbursements. 

Key benefits:

  • Customizable ‘Thank you’ page: let them know any extra piece of information at the end of the form about the next steps. 
  • Easy to use, easy to set up: with our drag and drop feature and our intuitive design, you’ll be making your clients life easier–and yours too. 
  • Go paperless: help keep the environment clean with our paperless forms. 

22.Waxing Consultation Form Template

Waxing Consultation Form

Who needs this?

If you run a waxing business or beauty salon, this waxing consultation form will be needed before any waxing services can take place. 

What’s it for? 

Use this form to collect key details about the customer undergoing the waxing procedure and obtain their consent. You can also inform them of the steps and risks–protecting your business from potential legal liability.

Key benefits:

  • Fully customizable: this form is totally customizable so you can adapt it to your business.
  • Security: all our forms are fully GDPR compliant, so you don’t have to worry about the legality of your forms.
  • Integration capabilities: export data to Google Sheets to keep all your information to hand.

23. Moving Expenses Form Template

Moving Expenses Form

Who needs this?

 Any moving services business.

What’s it for? 

With this form you’ll have all the crucial information you need to provide your services to your clients, such as contact details, moving details, amounts paid, and more. 

Key benefits:

  • Integration capabilities: export responses to Google Sheets to keep track of your new clients.
  • Ease of use and set-up: you don’t need to be a computer expert to use our drag and drop form builder. 
  • Automated email notifications: get things going as soon as possible by streamlining the process with automated notifications. 

24.Laundry Service Request Form Template

Laundry Service Request Form

Who needs this? 

Laundry services business owners or managers use this form. 

What’s it for? 

With this form you can receive laundry services requests quickly and easily. 

Key benefits:

  • Fully customizable: customize this form with our drag and drop feature to suit your needs. 
  • Online means anywhere: go paperless and save time by using our digital forms that can be sent anywhere, at any time. 
  • No coding needed: have the form you need without having to write a single line of code. 

25.Fitness Consultation Form Template

Fitness Consultation Form

Who needs this?

A fitness consultant needs this form.

What’s it for? 

Use this fitness consultation form to collect personal and contact information of your clients, and assess their fitness activity experience as well as their goals. 

Key benefits:

  • Customizable ‘Thank you’ page: thank customers for filling out the form and give them any extra piece of information they need to know. 
  • Easy to use, easy to set up: easy to build and easy to use for you and your clients.
  • Go paperless: get your clients in shape without harming the environment.

26.Uniform Order Form Template

Uniform Order Form

Who needs this? 

Online stores and wholesalers that sell uniforms could do with this form.

What’s it for? 

If you want to keep a clean track of all your orders and make your ordering process more user-friendly, this form is exactly what you need. 

Key benefits:

  • Automated email notifications: get a notification as soon as you get a new uniform order. 
  • Integration capabilities: export the information to keep track of your orders.
  • Upload field: enable customers to upload any additional documents to ensure they get the adequate uniform.

27.Pest Control Proposal Form Template

Pest Control Proposal Form

Who needs this? 

Any pest control company owner or manager. 

What’s it for? 

Use this pest control proposal form to include all your services, details and prices so that you and your client are on the same page. 

Key benefits:

  • Fully customizable: make this pest control proposal form suit your business. 
  • Go paperless: help the environment by going paperless.
  • Conditional logic: create dynamic forms that use ‘if that, then this’ logic to only ask relevant questions.

28.Project Estimate Form Template

Project Estimate Form

Who needs this? 

Any business that offers project-based services will need this form.. 

What’s it for? 

Submit this form to your clients so you can gather all the details about their project and what you need to help them out with. 

Key benefits:

  • Automated email notifications: get an email notification once your clients fill out the form.
  • Upload field: include an upload field to allow clients to upload more details about their project. 
  • Easy-to-use: no computer expertise is required to set up this form—just use our straightforward drag-and-drop form builder.

29.Independent Contractor Form Template

Independent Contractor Form

Who needs this? 

Anyone working with independent contractors needs the agreement form. 

What’s it for? 

Agree the terms of the arrangement to protect yourself from liability and ensure all parties are on the same page. 

Key benefits:

  • Integration capabilities: export data to Google Sheets to keep all your information to hand.
  • Increased productivity through automation: get a signed agreement so you can start work as soon as possible—hasslefree. 
  • Fully customizable:  you can use our simple drag-and-drop form builder to customize our template to suit your needs.

30.Customer Profile Form Template

Customer Profile Form

Who needs this? 

Any small business that wants to improve their data collection and storage.

What’s it for? 

This customer profile form represents an easy-to-access first page for any customer file. 

Key benefits:

  • Go paper free: never have to worry about finding your customer’s information with our easy-to-use digital set-up.
  • Automated PDF generation: spend more time on your business by speeding up the paperwork.
  • Easy-to-use: customizing our template is simple and straightforward—no special skills required.

31.Contractor Estimate Form Template

Contractor Estimate Form

Who needs this? 

If you’re a contractor working with other businesses, you need this form.

What’s it for? 

Define all the parameters of your next project with this contractor estimate form template.

Key benefits:

  • Conditional logic: create dynamic forms that adapt to previous answers.
  • Automated email notifications: get an email every time someone fills up this form.
  • Fully customizable: need a field we haven’t included? Just use our drag-and-drop form builder to adapt this template to your needs.

32.Costume Measurement Form Template

Costume Measurement Form

Who needs this? 

Are you in the business of making costumes? Then you need this costume measurement form. 

What’s it for? 

Use this form for collecting client measurements and making the costume that both looks great and fits the client. 

Key benefits:

  • Conditional logic: create dynamic forms that adapt to previous answers.
  • Fully customizable: tweak this fully customizable form to make it suit your needs. 
  • Upload field: allow clients to upload images and other documents when giving their measurements.

33.Funeral Wishes Form Template

Funeral Wishes Form

Who needs this? 

A funeral service provider needs this form. 

What’s it for? 

Ensure the right funeral services for each client with the help of this online funeral wishes form.

Key benefits:

  • Customizable ‘Thank you’ page: end the form with a thoughtful message and any final piece of information they might need. 
  • 100% customizable: make this form suit your funeral services. 
  • Go paperless: help your clients and the environment too. 

34.Wedding Invitation Order Form Template

Wedding Invitation Order Form

Who needs this? 

Are you in the business of designing wedding invitations? Then you definitely need this wedding invitation order form. 

What’s it for? 

This form will help you gather all the information you need to design wedding invitations your clients will simply adore! 

Key benefits:

  • Customizable ‘Thank you’ page: thank your new clients with a personal message for their special day.
  • Automated email notifications: get an email every time someone sends a new order using this form.
  • Fully adaptable: you can easily customize this form to ask anything you need.

35.Association Registration Form Template

Association Registration Form

Who needs this? 

If you run a business or facility that’s looking to apply for association , you need this form.

What’s it for? 

This form enables organizations to apply for affiliation. It includes fields to add company details, registration type, and more.

Key benefits:

  • Upload field: enable applicants to upload any key documents with their application.
  • Secure, online: use online forms to ensure the confidentiality of applicant data.
  • Avoid human error: never misplace a form again with easy-to-access online forms.

36.Site Audit Form Template

Site Audit Form

Who needs this? 

If you perform site audits you need this site audit form template in your toolkit. 

What’s it for? 

By using this template you’ll be able to gather all the information you need from clients before performing a site audit. 

Key benefits:

  • Easy to set up, easy to use: use the drag and drop feature to make this form in just a matter of seconds. Plus, its intuitive design makes it easy to fill out. 
  • No coding needed: embed it on your website, or send it by email–anywhere you want it without the need to be a computer whiz. 
  • Integrations: 123FormBuilder’s integration capabilities enable you to export data to other tools you already use, such as Google Drive and MailChimp. 

37.Sports Club Membership Form Template

Sports Club Membership Form

Who needs this? 

If you run a sports club, you need this sports club membership form. 

What’s it for? 

With this form you’ll be able to easily have all the information you need to bring in new members at your sports club. 

Key benefits:

  • Easy to use: by making it easy to fill out you’ll make it easy for new members to register. 
  • Look professional: show your potential new members how serious and professional you are about your sports club with high-quality, online forms. 
  • Fully customizable: make it suit your sports clubs needs by customizing it to your liking. 

38.Club Membership Form Template

Club Membership Form

Who needs this? 

The club membership form template is perfect for any business or sports club looking to sign up new members.

What’s it for? 

The club membership form gives you an efficient method to collect data about potential members and evaluate all the candidates.

Key benefits:

  • Place it where you need it: embed this form into your website so it’s easy to access for those interested in joining in. 
  • Go paperless: grow your club without negatively impacting the environment. 
  • Fully customizable: make it suit your club’s needs by customizing it. 

39.Martial Arts Registration Form Template

Martial Arts Registration Form

Who needs this? 

Do you run a martial arts club or academy? You’ll need this form for sure. 

What’s it for? 

This martial arts registration form helps collect data and consent from parents or guardians in order to register their children to martial arts courses.

Key benefits:

  • Easy for parents: this form is intuitive to use, and perfect for any parent to feel at ease with their child joining your martial arts club or academy. 
  • Customizable ‘Thank you’ page: give the parents or guardians a final piece of information. 
  • Conditional logic formatting: do you require different information depending on the age of the child or the martial art they are interested in? Create forms that adapt depending on the previous answers given. 

40.Pre Coaching Session Form Template

pre Coaching Session Form

Who needs this? 

Do you provide coaching sessions? Use this form for your pre coaching session management. 

What’s it for? 

Get all the information you need from your team before their first coaching session with you. 

Key benefits:

  • Easy-to-use: this form won’t take long to set up, so you can get on with the things that matter.
  • Go paper-free: no need to worry about all that paper cluttering up your desk.
  • Automated PDF generation: get your pre coaching information in an easily storeageable format.

41.Pest Control Form Template

Pest Control Form

Who needs this? 

Pest control providers need this form. 

What’s it for? 

Know all the details you need and any extra information with this easy to use, fully customizable pest control form. 

Key benefits:

  • Increase productivity: know exactly what your customers need without the constant back and forth of information with your client. 
  • Upload field: enable clients to attach any evidence or extra documents by adding an upload field. 
  • Easy to use: make it easy for your clients to share exactly what they need. 

42.Pest Inspection Report Form Template

Pest Inspection Report Form

Who needs this?

This is another form for businesses providing pest control services.

What’s it for? 

Provide your pest control workers with web forms they can quickly fill after each inspection.

Key benefits:

  • Automated email notifications: get a notification once your workers have submitted their form to enable swift action for the client.
  • Avoid human errors: with so much paperwork it’s easy to get it all confused. Thankfully this digital form makes it all organized and easy to understand. 
  • Go paperless: don’t fill your business with paperwork everywhere! Take your forms online to save space–and the planet. 

43.Promoter Application Form Template

Promoter Application Form

Who needs this? 

Anyone looking for promoters—such as clubs or event organizers—will need this promoter application form template. 

What’s it for? 

Get your promoter candidate’s contact details and previous experience in just a few clicks. 

Key benefits:

  • Have it anywhere you need: send it by email or have it embedded into your website–wherever works best for your business. 
  • Easy to use: filling out this form is as easy as 1, 2, 3. 
  • Upload field: need proof of their previous promoting experience? Have them upload it into your form with just a single click. 

44.Coaching Agreement Form Template

Coaching Agreement Form

Who needs this? 

Are you a coach or a mentor? Use this coaching agreement form in your business. 

What’s it for? 

Start any coaching or mentoring relationship with this online coaching agreement form that includes all the necessary details on the terms of the arrangement. 

Key benefits:

  • Protect yourself: ensure you and your client are on the same page about the coaching agreement by outlining the key details in this form.
  • Customizable ‘Thank you’ page: thank them for choosing you and let them know what steps will follow. 
  • Show your professionalism: let them know you’re serious about your business with this high-quality, accessible form. 

45.Equipment Maintenance Form Template

Equipment Maintenance FormWho needs this? 

Does your business have or use equipment that requires maintenance? Check out this form. 

What’s it for? 

The equipment maintenance form will help you have a good overview of the repairs and maintenance that your business’s equipment needs.

Key benefits:

  • Fully customizable: customize this prebuilt template with 123FormBuilder and share it with your clients.
  • No coding needed: you won’t have to write a single line of code when using our form builder. 
  • Automated email notifications: quickly inform relevant parties when equipment requires attention.

46.Jewelry Appraisal Form Template

Jewelry Appraisal Form

Who needs this? 

Jewelry store owners and managers need this form. 

What’s it for? 

Use this form to gather details on jewelry—whether it’s jewelry already in your possession or jewelry brought in by a customer.

Key benefits:

  • Increase productivity: keep jewelry details online for quick and easy acces.
  • Upload field: attach pictures of the jewelry for more comprehensive records.
  • Easy to build: just drag and drop the fields that you need to be included in this form. 

47.Painting Proposal Form Template

Painting Proposal Form

Who needs this? 

Have you got a painting business? Use this painting proposal form to increase your businesses’ productivity. 

What’s it for? 

Use this form to share preliminary painting project details with your potential clients to ensure they’ve got all the details before making a decision. 

Key benefits:

  • Customizable ‘Thank you’ page: let them know what steps will follow if they choose to accept your proposal. 
  • Show your professionalism: let them know you’re serious about your business with this high-quality form. 
  • Automated email notification: ensure you’re notified when the proposal has been accepted.

48.Flooring Estimate Form Template

Flooring Estimate Form

Who needs this? 

Any flooring services company needs this flooring estimate form. 

What’s it for? 

Get all the details about your potential client’s flooring needs with this flooring estimate form. 

Key benefits:

  • Conditional logic: create dynamic forms that adapt to previous answers.
  • Automated email notifications: get an email every time someone fills out this flooring estimate form.
  • Fully customizable: tweak it to meet your needs.

49.Funeral Planning Form Template

Funeral Planning Form

Who needs this? 

Funeral service providers need this form. 

What’s it for? 

Get all of your clients’ funeral requests through this easy to fill out funeral planning form template. Include sections on personal details, family details, funeral service options, and more.

Key benefits:

    • Customizable ‘Thank you’ page: let them know what steps will follow and thanks them for trusting in your services. 
    • Automated email notification: have an email notify you when the form has been submitted.
    • Easy to use: this form is accessible and intuitive to use so anyone can fill it out. 

50.Travel Agent Quote Form Template

Travel Agent Quote Form

Who needs this? 

If you have a travel agency or are an indpenedant travel agent, you’ll need this form. 

What’s it for? 

Offer your customers a friendly form to fill before discussing their vacation planning in your agency. This form enables you to gather the details required to create an accurate quote.

Key benefits:

  • Send it in just a few seconds: this digital form allows you to reach your potential customers wherever they are. 
  • Easy to fill: this form is easy to set up and easy to fill out. 
  • Get all the information you need: customize this form to ask the right questions for your business. 

51.Fax Cover Sheet Form Template

fax cover sheet template

 

Who needs this? 

Any business that sends communications via fax. 

What’s it for? 

This fax cover sheet form helps you ensure recipients of your fax communications know what’s coming their way.

Key benefits:

  • Easy to build: with our drag and drop feature you can make your form in just a few minutes—no coding needed. 
  • Easy to use: this form is accessible and intuitive to fill out. 
  • Easy to access: send it by email or have it on your team’s website so they can easily access it and use it whenever they need it. 

52.Payment Cancellation Form Template

Payment Cancellation Form

Who needs this? 

If you offer automatic payment for your services, you’ll need this form so your customers can cancel when they need to. 

What’s it for? 

This form allows your customers to specify which product or services they want to cancel the automatic payment for. 

Key benefits:

  • Be professional: ensure the cancellation process is as simple and easy as the application process. 
  • Fully customizable: customize this form to ensure you’ve got all the details necessary to cancel a payment. 
  • Increase your productivity: get notified when your clients cancel and speed up the process. 

53.Design Approval Form Template

Design Approval Form

Who needs this?

Are you a designer? Use this form to make your job easier.  

What’s it for? 

Use this form to get final approval from clients regarding designs you’ve agreed to create for them.

Key benefits:

  • Send it anywhere: this digital form is easy to send via email. 
  • Organize your work: don’t start any work until your client accepts your proposal. Thanks to this form you’ll know exactly what they want. 
  • Automated email notifications: get notified when your client has approved your final design. 

54.Data Entry Form Template

Data Entry Form

Who needs this? 

Any company that needs to keep track of their inventory could do with this form. 

What’s it for? 

This form allows you to collect all the information needed—such as item quantity and location—to keep track of inventory.

Key benefits:

  • Easy to build: with our drag and drop form builder.
  • Conditional logic: build forms that adapt to previous answers using ‘if that, then this’ logic.
  • Have it anywhere you need: publish it on your website, internal portal or share it via a link with your workers–no coding necessary.

55.Auto Repair Estimate Form Template

Auto Repair Estimate Form

Who needs this? 

Do you own or manage an auto repair shop? You’ll need this form in your toolkit for sure. 

What’s it for? 

This form allows you to give an auto repair estimate to your clients so they can make a decision on whether to use your services. 

Key benefits:

  • Automated email notifications: get a notification whenever a form is filled and submitted. 
  • Conditional logic: let this form adapt to your clients previous answers. 
  • Upload field: include images of the repairs for both yours and the client’s benefit.

56.Funeral Checklist Form Template

Funeral Checklist Form

Who needs this? 

Funeral service providers need this form to share with clients. 

What’s it for?

Send this funeral checklist to your clients so they can better plan their funeral services.  

Key benefits:

  • Go paper-free: go digital and save the environment. 
  • Fully customizable: ad and remove sections as needs be. 
  • Easy to use: this form makes life easy for your clients during a difficult time. 

57.House Cleaning Estimate Form Template

House Cleaning Estimate Form

Who needs this? 

House cleaning services providers need this form. 

What’s it for? 

Have this form on your website so potential clients can get a quote of your services. 

Key benefits:

  • Easy to build: with our drag and drop form builder you’ll have your form in seconds.
  • Fully customizable: customize this form to meet your needs. 
  • Have it anywhere you need: publish it on your website, internal portal or share it via a link with your clients–no coding necessary.

58.Crew Release Form Template

Crew Release Form

Who needs this? 

Are you working in a motion picture and need the consent of your crew members? Use this form. 

What’s it for? 

This form allows you to get consent from your crew members to use their contribution during the motion picture production.

Key benefits:

  • Easy to use: this form builder makes it easy to build the form, and its intuitive design makes it easy to use. 
  • Easy to store: whether in a PDF file or just as it is, keep this form digitally stored.
  • Easy to share: share it on a link, on your website, or on an email–no coding needed. 

59.Wedding Invitation Form Template

Wedding Invitation Form

Who needs this? 

Are you getting married or planning a wedding? Make it easy with this form. 

What’s it for? 

With this form you’ll know exactly who is coming to your wedding and their dietary preferences—so you can go ahead with creating guest lists and menus.

Key benefits:

  • Have the answers quickly: no need to wait for physical RSVPs—this digital forms gets you answers ASAP. 
  • Get the answers you need: customize this form to include the sections that you need.
  • Conditional logic: create dynamic forms that adapt to previous answers.

60.Mailing List Form Template

Mailing List Form

Who needs this? 

Ready to launch a new email campaign? You’ll need this mailing list form on hand. 

What’s it for? 

Grow your mailing list in just a few clicks by sending this form to your target audience. This form enables them to sign up quickly, and you to gather any necessary information.

Key benefits:

  • Easy to build: build the form you need with our drag and drop form builder–plus, add your brand to make it totally yours.
  • Easy to use: this form makes it easy for your respondent to subscribe to your mailing list. 
  • Embed on your website: make signing up easy by adding this form to your website.

61.Costume Order Form Template

Costume Order Form

Who needs this? 

Do you sell costumes? You’ll need this form for your business. 

What’s it for? 

Allow your clients to upload their requirements and specifications to ensure you create a well-fitting costume they love..

Key benefits:

  • Customizable ‘Thank you’ page: thank your clients after they complete this order form with a personalized message. 
  • Increased productivity through automation: instead of spending time in face-to-face meetings with clients, use this form to quickly gather simple information.
  • Upload field: let clients add images so they can share outfit inspo and guidance.

62.Salon Client Information Form Template

Salon Client Information Form

Who needs this? 

If you run a salon, you need this form.

What’s it for? 

Use this form to gather personal and medical details on clients.

Key benefits:

  • Easy to use: ensure your clients have a smooth experience with your salon with easy-to-use forms.
  • Customizable: add and remove sections as required, and include your branding and logos to make it your own.
  • Take your business online: take client management online with these digital forms.

63. Experiment Consent Form Template

Experiment Consent Form

Who needs this? 

Experiment organizers from public or non-profit organizations will need this consent form to perform their experiments. 

What’s it for? 

This free experiment consent form template allows you to get the participants’ written consent. The form covers the potential risks, benefits, details related to the experiment project, and personal identification information for the participant. 

Key benefits:

  • Fully customizable: this form is totally customizable so you can adapt it to your specific experiment.
  • Security: all our forms are fully GDPR compliant, so you don’t have to worry about managing personal information.
  • Add a ‘Thank you’ page:  put research participants at easy with a final thank you.

64.Proposal Request Form Template

Proposal Request Form

Who needs this? 

If you’re looking for a quick and easy template for requesting project proposals—look no further.

What’s it for? 

This proposal request form template includes all the sections you need to communicate your needs to independent contractors. This includes info on the project requirements, deadlines, and budget. 

Key benefits:

  • Conditional logic formatting: create dynamic forms that adapt based on previous answers.
  • Look professional: show your professionalism with this high-quality proposal request form.
  • Avoid human error: use digital forms to avoid misplacing forms.

65.Design Review Form Template

Design Review Form

Who needs this? 

If you work in the design industry, you’ll need this form in your repetoire. 

What’s it for? 

This design review form template allows you to get your design reviewed by your team for feedback and approval. 

Key benefits:

  • Easy to build: use our drag and drop feature to create the form you need.
  • Get feedback fast: there’s no delays on getting the feedback you need when you send our digital design review form to your team.
  • Integrate with other tools: send form replies to Google sheets for an overview of feedback.

66.Vehicle Bill of Sale Form Template

Vehicle Bill of Sale Form

Who needs this? 

Car dealers and salespeople need this form. 

What’s it for? 

You’ll need this vehicle bill of sale form to begin transferring vehicle ownership over to the client. 

Key benefits:

  • Add an upload field: include an upload field to add any necessary images of the car. 
  • Reduce human error: digital forms can’t be lost or misplaced. 
  • Go paperless: go green with our digital form.

67.Funeral Claim Form Template

Funeral Claim Form

Who needs this? 

Insurance providers require this form. 

What’s it for? 

With this form you can collect the information about the deceased, the doctor that certified their death, their insurance information, and the claimants’ details. 

Key benefits:

  • Security: ensure your respondents details will be safe with our online funeral claim form template. 
  • Easy to use: this form is easy to fill out thanks to our intuitive design.
  • Personalized ‘Thank you’ page: give a final message at the end of the form.

68.Roof Estimate Form Template

Roof Estimate Form

Who needs this? 

Are you a contractor? Use this roof estimate form in your business. 

What’s it for? 

Send this form to collect details of the work required so that you can give clients an accurate quote for the required repairs. 

Key benefits:

  • Easy to share: share it via link, email, or on your website–no coding needed.
  • Easy to set up and use: use the drag and drop feature to have this form ready to send out within minutes.
  • Go paperless: don’t waste any paper with this digital form.

69.Funeral Grant Application Form Template

Funeral Grant Application Form

Who needs this? 

Anyone looking for a funeral grant to help them with the funeral costs will need this form. 

What’s it for? 

Use this form to give all the information needed when asking for a funeral grant—including personal details, financial details, and more.

Key benefits:

  • Security: know your respondents details will be safe with our online funeral grant application form template. 
  • Easy to use: make life easy for those dealing with the loss of a loved one.
  • Easy to share: share it by email or on your website–no coding needed. 

70.Yoga Class Registration Form Template

Yoga Class Registration Form

Who needs this? 

Yoga or fitness studios or teachers need this form.

What’s it for? 

Let your students easily register to your yoga class with this yoga class registration form template. 

Key benefits:

  • 100% customizable: make this form suit your studio by adding your logo and branding. 
  • No coding: place it on your website or on your emails–no coding required.
  • Automated email notifications: let your admin team and yoga instructors know when a new student registers. 

71.Advertisement Order Form Template

Advertisement Order Form

Who needs this? 

If you provide advertisement services you’ll need this form.

What’s it for? 

With the advertisement order form template you’ll be able to collect contact, project, and payment details from your clients. 

Key benefits:

  • Reduce human errors: reduce misunderstanding and save time with this digital order form. 
  • Fully customizable: make this form ask exactly what you need to know. 
  • Show your professionalism: show your best business face with this high-quality form. 

72.Dispatch Form Template

Dispatch Form

Who needs this? 

This dispatch form can be used by companies with employees who work in the field that need special instructions about a job they have to perform. 

What’s it for? 

This online dispatch form template will help you keep track of all dispatches and instructions, as well as make it easy for your employees to stay on top of what they need to do. 

Key benefits:

  • Fully customizable: customize the template to meet your business needs.
  • Easy to share: share it with your employees via email or on your work page–no coding necessary. 
  • Automated email notifications: notify emplpoyees when a dispatch form is ready for them. 

73.Creative Brief Form Template

Creative Brief Form

Who needs this? 

Do you need to improve the way you brief your creative team on upcoming projects? Use this creative brief form template.

What’s it for? 

Easily and clearly brief your creative employees on upcoming projects by including information on the project, client, and requirements.  

Key benefits:

  • Streamline your processes: use this form for creative projects to streamline the briefing process.
  • Get everyone on the same page: have the brief and deadlines clearly stated and understood by you and your team. 
  • Go paperless: help your business and help the environment with this digital form. 

74.Training Record Form Template

Training Record Form

Who needs this? 

HR teams or departments use this form.

What’s it for? 

With this training record form template you and your team can easily keep a full record of the training your employees do. 

Key benefits:

  • Upload field: add an upload field for any additional documents.
  • Go paperless: reduce your environmental impact with our digital forms.
  • Integration capabilities: export data to Google sheets to keep all your information in one place.

75.Project Information Form Template

Project Information Form

Who needs this? 

Project-based contractors need this form on hand.

What’s it for? 

Collect expectations and timelines from your clients to ensure you’re able to deliver their ideal project. 

Key benefits

  • Easy to build: full customization and an easy to use drag and drop system.
  • Easy to share: online forms are quick and easy to send out to clients.
  • Easy to use: this form has an intuitive design anyone can use.

76.Screen Printing Order Form Template

Screen Printing Order Form

Who needs this? 

If you sell screen prints you’ll make your life easier with this screen printing order form template.

What’s it for? 

Collect artwork order details easily with this screen printing order form template. 

Key benefits:

  • Ease of use and set-up: setting up this form is as easy as 1, 2, 3.
  • Go paper-free: no need to mail out this order form, just pop it in an email.
  • Add an upload field: enables clients to upload images and documents to the form.

77.Expense Claim Form Template

Expense Claim Form

Who needs this? 

If your company offers reimbursements of business expenses, you’ll need this form in your toolkit. 

What’s it for? 

This form enables your employees to quickly and easily claim back any expenses incurred during business activities. It includes sections for gathering personal details, details on the expense, and reimbursement details. 

Key benefits:

  • Automated email notifications: get email notifications when an employee fills out an expense claim form. 
  • Go digital: take forms online and say goodbye to routing through piles of paperwork.
  • Integration capabilities: export data to keep all your information in one place.

78.Magazine Subscription Form Template

Magazine Subscription Form

Who needs this?

Do you sell magazine subscriptions? Get this form and grow your business. 

What’s it for? 

This form helps your customers easily subscribe to your magazines from wherever they are. 

Key benefits:

  • Security: our secure forms mean you won’t have to worry about personal information ending up anywhere it shouldn’t.
  • Fully customizable: adapt this template to fit your business with our drag-and-drop form builder.
  • Customizable ‘Thank you’ page: thank your clients after they complete this form with a personalized message. 

79.Design Request Form Template

Design Request Form

Who needs this? 

Does anyone on your team or department of your organization need to request design projects? Make it easy with this form. 

What’s it for? 

Save time and better organize internal design projects by clearly stating the scope of work, expected delivery date, and details beforehand using this design request form template.

Key benefits:

  • Streamline processes with automation: notify managers—and the design time—when employees have filled out a design request form. 
  • 100% customizable: make this form exactly what you need with our easy to use drag and drop feature.
  • Easy to use: make requesting designs simple and easy with online forms.

 

Elevate Your Business With 123FormBuilder

Ensuring everything is in check is one of the many tasks associated with running a business. Make your life easier with 123FormBuilder’s intuitive, fully customizable form templates and start creating forms that suit your business needs.

 

Sign up today for access to thousands of templates for your small to mid-sized business.

Small and Mid-Sized Business Forms: Frequently Asked Questions

What forms should a small business have?

The forms that your business needs will depend on the services or goods you offer. Whether it’s quotes, estimates, feedback, or more—123FormBuilder enables you to customize forms to meet your needs. 

What tax forms does a small business need?

The tax forms that your small business needs will depend on your type of business, your state, and the size of your business. Check with your lawyer or state laws to find out which form you need.

Originally published on July 4, 2022

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