Business Operations Form Templates

Use our business form templates to support your operations as your business grows. Collect important client information, hire and manage employees, receive files, sell products and services, and more.
Templates Business Operations

17 Business Operations Form Templates

Donation Request Form Template

Donation Request Form

Let nonprofits and charities submit requests for donations from your business

Simple Receipt Form Template

Simple Receipt Form

Provide proof of purchases and document financial transactions.

Monthly Payment Form Template

Monthly Payment Form

Use the monthly payment form template to allow customers or donors to set up recurring payments.

Administrative Review Form Template

Administrative Review Form

Easily initiate administrative review proceedings online.

Donation Receipt Form Template

Donation Receipt Form

Try this easy-to-use Donation Receipt Form Template.

Organ Donation Request Form Template

Organ Donation Request Form

Efficiently collect data to facilitate organ donations.

Food Bank Donation Form Template

Food Bank Donation Form

Get financial donations for your food bank with PayPal payments.

Florida Living Will Form Template

Florida Living Will Form

Create a legal form that expresses individual wishes for end-of-life decisions and more.

Payroll Deduction Form Template

Payroll Deduction Form

A simple and efficient way for businesses to facilitate payroll deductions.

Capital Campaign Pledge Form Template

Capital Campaign Pledge Form

Easily record and process donations with our Capital Campaign Pledge Form Template.

Sponsor Donation Form Template

Sponsor Donation Form

Designed for businesses and nonprofits looking to simplify their fundraising initiatives.

Fundraiser Order Form Template

Fundraiser Order Form

Maximize your fundraising efforts with this user-friendly donation form.

Raffle Donation Form Template

Raffle Donation Form

Helps charitable endeavors meet benefactors eager to make a difference.

Fundraising Sponsor Form Template

Fundraising Sponsor Form

Comes pre-made with all of the fields and functions you need to collect donations on your site.

Auction Procurement Form Template

Auction Procurement Form

Ease the collection and organization of donated items, ensuring a smooth lead-up to your event.

Blood Donor Enrollment Form Template

Blood Donor Enrollment Form

A solution for hospitals, blood banks and health organizations to simplify blood donor registration.

Charity Partnership Inquiry Form Template

Charity Partnership Inquiry Form

Wimplifies the process and lays the groundwork for a strong and impactful partnership.

Tips for Creating Business Operations Forms That Convert

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Frequently Asked Questions and Resources

Do you have a question about WPForms? See the list below for our most frequently asked questions. If your question is not listed here, then please contact us.
How can business form templates help me to streamline my workflow?

Our business form templates make it easy for you to create forms to collect the data you need.

Whether you’re looking for lead generation forms to get more sales, or evaluation forms to manage your employees, we’ve created templates that will act as a great starting point.

WPForms also has a library of addons that make it easy to work with your data, export it, and integrate with other services. For example, it’s easy to create a newsletter signup form and connect it to your email marketing platform in minutes.

Ready to build your form? Get started today with the easiest WordPress form builder plugin. WPForms Pro includes hundreds of free templates and offers a 14-day money-back guarantee.

Can I get free business forms from WPForms?

Yes! Many of our WordPress form templates will work with WPForms Lite, the free version of WPForms. This is a perfect way to publish simple forms when your business is just starting out and creating its first business plan.

When you’re ready to upgrade to WPForms Pro, you’ll unlock extra fields and addons that allow you to take payments, export your data, make surveys, and more. All of these essential tools will help you to grow your business faster.

Which 5 WPForms features are essential for business operations?

Here are the top 5 features that can significantly improve your operational efficiency:

  • Conditional Logic: This powerful feature allows you to create dynamic forms that change based on user input. It’s perfect for creating complex workflows, decision trees, or personalized user experiences.
  • File Uploads: Easily collect important documents from employees or clients directly through your forms. This feature is invaluable for processes like employee onboarding, project submissions, or collecting client requirements.
  • Payment Integrations: Connect your forms to Stripe to handle transactions smoothly. This is crucial for managing invoices, accepting payments, or setting up recurring billing systems.
  • User Registration: Simplify user management by allowing customers or team members to create accounts directly through your forms. This feature is particularly useful for membership sites or employee portals.
  • Integrations with Business Tools: WPForms integrates with a wide range of business tools and CRMs. This allows you to automatically sync form submissions with your existing systems, saving time and reducing data entry errors.

These features, along with many others, make WPForms an indispensable tool for managing various aspects of your business operations. To explore how these features can be tailored to your specific needs, check out our business operations solutions.