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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314 Business Operations Form Templates

Income Verification Form Template

Income Verification Form

Allow individuals and employers verify their income and financial stability efficiently.

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Employee Complaint Form Template

Employee Complaint Form

Allow your employees to make a complaint about another person in your business.

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Landlord Inventory Form Template

Landlord Inventory Form

Let landlords submit inventory details and photos on your website.

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Yoga Consultation Form Template

Yoga Consultation Form

Let people submit their details to you in order to be considered for your coaching or classes.

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Job Transition Form Template

Job Transition Form

Let people give you details about what their daily activities are like before they leave their job.

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Bank Reference Form Template

Bank Reference Form

Let people sign up for accounts and include who referred them.

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Copyright Permission Form Template

Copyright Permission Form

Let people submit requests for copyrighted work they'd like to use.

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File Upload With Signature Form Template

File Upload With Signature Form

Use this file upload signature form to easily get file uploads and a signature in a single form.

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Podcast Guest Release Form Template

Podcast Guest Release Form

Make it easy for podcast guests to give recording consent before interviews.

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Conflict of Interest Disclosure Form Template

Conflict of Interest Disclosure Form

Let employees or volunteers declare a conflict of interest and sign the form.

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Transfer of Pet Ownership Form Template

Transfer of Pet Ownership Form

Collect details from pet owners transferring their animals.

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General Consent Form Template

General Consent Form

Use our general consent form to record the consent of an individual for an activity.

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Rental Application Form Template

Rental Application Form

Use our rental application form template to collect information on new tenants.

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ACH Form Template

ACH Form

Authorize a business to take future payments using ACH.

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Release Form Template

Release Form

A customizable release form template to release someone from liability.

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Credit Card Authorization Form Template

Credit Card Authorization Form

Take authorization for credit card payment using Stripe.

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Photo Release Form Template

Photo Release Form

Get consent from a 3rd party to use the photos.

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Tuition Reimbursement Form Template

Tuition Reimbursement Form

Let employees easily submit course fee reimbursement requests.

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Invoice Form Template

Invoice Form

Streamline your billing process with this invoice form.

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Employee Acknowledgement Form Template

Employee Acknowledgement Form

Ask employees to sign and agree to documents you've shared with them.

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General Waiver Form Template

General Waiver Form

Ask participants to sign a waiver to release any legal liability.

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General Budget Request Form Template

General Budget Request Form

Allow individuals to quickly submit budget requests for projects or programs.

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Model Release Form Template

Model Release Form

Ask your model to sign a release form before you begin your photoshoot.

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Vendor Ach Authorization Form Template

Vendor Ach Authorization Form

Use this template to set up deposits for recurring payments.

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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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