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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242 Business Operations Form Templates

Informed Consent Form Template

Informed Consent Form

Collect an individual's consent for a voluntary research program.

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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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General Inventory Form Template

General Inventory Form

Keep an accurate record of stock items.

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Simple Personnel Action Form Template

Simple Personnel Action Form

Document changes to an employee's job.

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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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Employee Engagement Survey Form Template

Employee Engagement Survey Form

Gather employee feedback quickly and easily.

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Personal Information Form Template

Personal Information Form

Use the personal information form template to collect information from employees and more.

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Monthly Payment Form Template

Monthly Payment Form

Use the monthly payment form template to allow customers or donors to set up recurring payments.

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Rich Text Inquiry Form Template

Rich Text Inquiry Form

Use the rich text inquiry form template to give customers more control over inquiry formatting.

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Timesheet Form Template

Timesheet Form

Use the timesheet form template to let employees submit their weekly timesheets from your website.

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Employee Bio Data Form Template

Employee Bio Data Form

Use the employee bio data form template to collect employees' biographical and personal information

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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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Simple Proxy Form Template

Simple Proxy Form

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

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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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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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Content Correction Request Form Template

Content Correction Request Form

Use the content correction request form template to let readers submit content corrections.

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Project Charter Form Template

Project Charter Form

Use the project charter form template to organize your team's next project.

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Employee Suggestion Form Template

Employee Suggestion Form

Use the employee suggestion form template to let employees submit ideas for your business.

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Employee Directory Form Template

Employee Directory Form

Use the employee directory form template to collect details for your employee directory.

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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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