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

Choose a Contact Method Form Template

Choose a Contact Method Form

Give users an option to choose a communication method with the contact method form template.

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Donation Receipt Form Template

Donation Receipt Form

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

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Vaccination Attestation Form Template

Vaccination Attestation Form

Try this simple and quick Vaccination Attestation Form Template.

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Dental Insurance Form Template

Dental Insurance Form

Collect patients' insurance details so that you can make payment claims

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Dental History Form Template

Dental History Form

Adapt this simple Dental History Form Template to collect your patients' dental information.

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Know Your Customer Form Template

Know Your Customer Form

Use this effective KYC Form Template for undertaking due diligence on your customers.

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Audit Form Template

Audit Form

Gather the information you need to conduct internal audits.

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Organ Donation Request Form Template

Organ Donation Request Form

Efficiently collect data to facilitate organ donations.

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Medical Referral Form Template

Medical Referral Form

Conveniently manage referrals to your hospital.

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Participant Waiver Form Template

Participant Waiver Form

Ask participants to sign a participant waiver to grant you a release from liability.

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Attendance Form Template

Attendance Form

Take daily attendance records with time fields for clocking in and out.

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PayPal Credit Card Payment Form Template

PayPal Credit Card Payment Form

Sell your products on WordPress without using WooCommerce.

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Drug Test Consent Form Template

Drug Test Consent Form

Get clear, informed consent from individuals who take drug tests.

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Loan Application Form Template

Loan Application Form

Efficiently manage loan applications from your clients.

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Food Bank Donation Form Template

Food Bank Donation Form

Get financial donations for your food bank with PayPal payments.

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Design Contest Entry Form Template

Design Contest Entry Form

Start gathering entries for a design contest today, directly from your website.

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Floral Order Form Template

Floral Order Form

Collect floral orders and credit card payments from customers directly from your website.

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Vehicle Accident Report Form Template

Vehicle Accident Report Form

Use the vehicle accident report form to easily record and report the details of an accident.

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Fax Cover Sheet Form Template

Fax Cover Sheet Form

Keep business operations running smoothly with the fax cover sheet form.

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Christmas Cookie Order Form Template

Christmas Cookie Order Form

Sell Christmas cookies online using PayPal.

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Room Rental Agreement Form Template

Room Rental Agreement Form

Use the Room Rental Agreement Form to outline the details between tenant and landlord.

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Eviction Notice Form Template

Eviction Notice Form

Create a notification of eviction for both landlord and tenant with this easy-to-use template.

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Lease Form Template

Lease Form

Use this form as a contract between a lessee and lessor to outline the details of a lease.

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Video Recording Consent Form Template

Video Recording Consent Form

Use the Video Recording Consent Form to gain consent directly on your website.

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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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