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.
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1028 Business Operations Form Templates

Simple Estimate Form Template

Simple Estimate Form

Submit a job or work estimate for a service.

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Bid Form Template

Bid Form

Allow bidders to submit proposals for construction projects.

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Rental Agreement Form Template

Rental Agreement Form

Use this template as a tenancy agreement.

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Blank Entry Form Template

Blank Entry Form

Use the blank entry form template to allow entrants to submit their forms for your raffle.

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Printing Quote Form Template

Printing Quote Form

Gather customer printing orders.

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General Inventory Form Template

General Inventory Form

Keep an accurate record of stock items.

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Child Travel Consent Form Template

Child Travel Consent Form

Collect permission from a child's parent or guardian for an upcoming trip.

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Sales Order Form Template

Sales Order Form

List what you're selling and easily manage orders with Stripe.

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Research Consent Form Template

Research Consent Form

Collect permission from individuals to take part in a study.

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Simple Personnel Action Form Template

Simple Personnel Action Form

Document changes to an employee's job.

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Patient Intake Form Template

Patient Intake Form

Collect medical patient information to register them in a healthcare facility.

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MailerLite GDPR Form Template

MailerLite GDPR Form

Let your site visitors sign up to your MailerLite list with a GDPR checkbox.

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MailerLite Multi Page Contact Form Template

MailerLite Multi Page Contact Form

Let site visitors reach out to you through a multi-step form and join your MailerLite list.

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Employee Disciplinary Form Template

Employee Disciplinary Form

Open an official disciplinary action record.

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General Change Order Form Template

General Change Order Form

Let clients submit written modification requests to a project.

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Bakery Order Form Template

Bakery Order Form

Let customers order and pay for bakery goods online.

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Housekeeping Checklist Form Template

Housekeeping Checklist Form

Keep track of your housekeeping activities with this housekeeping checklist form.

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Coaching Feedback Form Template

Coaching Feedback Form

Collect feedback from attendees about your coaching sessions.

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Customer Satisfaction Survey Form Template

Customer Satisfaction Survey Form

Find out whether your customers are satisfied with the service they received.

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Fire Alarm Testing Form Template

Fire Alarm Testing Form

Fire alarm testing form template to monitor, inspect, and test fire alarm system devices.

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Write Up Form Template

Write Up Form

Record incidents of poor job performance or unacceptable performance from your employees.

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Background Check Authorization Form Template

Background Check Authorization Form

Get consent for candidates' background checks using this background check authorization form.

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Employee Engagement Survey Form Template

Employee Engagement Survey Form

Gather employee feedback quickly and easily.

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How Did You Hear About Us Survey Template

How Did You Hear About Us Survey

Learn about the marketing channels that are working best for you and your audience.

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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.

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