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.

32 Business Operations Form Templates

Personnel Action Form Template

Personnel Action Form

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

Acceptance Form Template

Acceptance Form

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

Capital Expenditure Approval Form Template

Capital Expenditure Approval Form

Streamline capital expenditure approvals with this customizable template.

Call Monitoring Form Template

Call Monitoring Form

Optimize agent performance and call quality with this form template.

Google Sheets Survey Template

Google Sheets Survey

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

30-Day Feedback Form Template

30-Day Feedback Form

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

Quarterly Review Form Template

Quarterly Review Form

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

Performance Improvement Plan Form Template

Performance Improvement Plan Form

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

Tips for Creating Business Operations Forms That Convert

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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 small 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.

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