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

Corrective Action Form Template

Corrective Action Form

Use the corrective action form template to file a corrective action plan after an employee meeting.

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Opt-Out Form Template

Opt-Out Form

Use the opt-out form template to let users opt out of a policy or other regulation.

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Creative Brief Form Template

Creative Brief Form

Use the creative brief form template to ensure consistent creative requests from clients.

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Payroll Change Form Template

Payroll Change Form

Use the payroll change form template to let employees submit changes to their information.

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Demographic Form Template

Demographic Form

Get a snapshot of your audience or clientele by using our customizable demographic form template.

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Simple Proxy Form Template

Simple Proxy Form

Boost decision-making in your absence with our simple proxy form template.

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Recruiting Intake Form Template

Recruiting Intake Form

Use the recruiting intake form template to help clients fill job openings with the best hires.

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Literary Magazine Submission Form Template

Literary Magazine Submission Form

Use the literary magazine submission form template to collect submissions to your lit mag.

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Google Sheets Survey Template

Google Sheets Survey

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

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Sales Lead Tracker Form Template

Sales Lead Tracker Form

Use the sales lead tracker form template to collect leads and manage them in Google Sheets.

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RSVP Tracker Form Template

RSVP Tracker Form

Use the RSVP tracker form template to collect RSVPs and track them in Google Sheets.

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Website Design Request Form Template

Website Design Request Form

Use the website design request form template to collect leads for your website design business.

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Conference Room Reservation Form Template

Conference Room Reservation Form

Use the conference room reservation form template to let employees submit room requests.

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Coworking Space Booking Form Template

Coworking Space Booking Form

Use the coworking space booking form template to accept coworking space reservations.

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Reimbursement Form Template

Reimbursement Form

Use the reimbursement form template to let your employees submit expenses for reimbursement.

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Speaker Bio Form Template

Speaker Bio Form

Use the speaker bio form template to let speakers submit their bios and headshots on your website.

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Yearbook Order Form Template

Yearbook Order Form

Use the yearbook order form template to accept yearbook orders on your school website.

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Staff Appraisal Form Template

Staff Appraisal Form

Use the staff appraisal form template to more efficiently complete and file employee reviews.

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Character Reference Form Template

Character Reference Form

Use the character reference form template to collect personal references for your applicants.

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Guest Blogger Application Form Template

Guest Blogger Application Form

Use the guest blogger application form template to streamline blog contributor applications.

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Library Book Request Form Template

Library Book Request Form

Use the library book request form template to let patrons request books for your library.

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Library Card Application Form Template

Library Card Application Form

Use the library card application form template to accept library card requests through your website.

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Library Volunteer Application Form Template

Library Volunteer Application Form

Use the library volunteer application form template to collect volunteer interest from your website.

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Software Request Form Template

Software Request Form

Use the software request form template to accept employee requests for specific software.

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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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