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

36 Business Operations Form Templates

Performance Improvement Plan Form Template

Performance Improvement Plan Form

Evaluate all your employees and discuss goals for the upcoming quarter.

Peer Evaluation Form Template

Peer Evaluation Form

Get peer performance reviews and feedback from your employees.

Quarterly Review Form Template

Quarterly Review Form

Let managers and supervisors submit quarterly reviews through a password-protected form.

Interview Evaluation Form Template

Interview Evaluation Form

Use the interview evaluation form template to make the best hiring decisions.

30-Day Feedback Form Template

30-Day Feedback Form

Use the 30-day feedback form template to assess employees after one month of employment.

Google Sheets Survey Template

Google Sheets Survey

Use the Google Sheets survey template with the Google Sheets addon to track survey results.

Call Monitoring Form Template

Call Monitoring Form

Optimize agent performance and call quality with this form template.

Capital Expenditure Approval Form Template

Capital Expenditure Approval Form

Streamline capital expenditure approvals with this customizable template.

Acceptance Form Template

Acceptance Form

Simplify the acceptance process for projects and services with this template.

Personnel Action Form Template

Personnel Action Form

Easily keep track of any personnel-related activities that need to be taken with this template.

Subcontractor Vetting Form Template

Subcontractor Vetting Form

An innovative tool designed to facilitate the evaluation of prospective subcontractors.

Performance Assessment Form Template

Performance Assessment Form

An effective solution aimed at enabling streamlined evaluation of employee performance.

HR Feedback Form Template

HR Feedback Form

Designed to simplify the feedback process and promote employee growth and development.

Smiley Face Evaluation Form Template

Smiley Face Evaluation Form

Streamline the feedback procedure and collect insightful data on your events and services.

Supervisor Evaluation Form Template

Supervisor Evaluation Form

Streamline your organization's performance reviews with our comprehensive template.

Supplier Evaluation Form Template

Supplier Evaluation Form

Created to offer an uncomplicated yet thorough way of assessing potential suppliers.

Verification Of Competency Form Template

Verification Of Competency Form

A great tool for confirming an employee's skills and knowledge in their given field.

Trustee Nomination Form Template

Trustee Nomination Form

A carefully designed instrument to streamline the trustee selection process for a trust.

Training Requisition Form Template

Training Requisition Form

A robust framework that organizes and optimizes your approach to employee development.

System Change Request Form Template

System Change Request Form

Create a unified framework that streamlines your IT change management process.

Evaluation Form Template

Evaluation Form

A simple and streamlined way to let users to make an evaluation.

Training Form Template

Training Form

A straightforward method for documenting and assessing the value of each training event.

Screening Form Template

Screening Form

Gauge a potential candidate's probability for a position and conduct a background check.

Staff Assessment Form Template

Staff Assessment Form

Simplifies the assessment journey and drives meaningful feedback for employees.

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.