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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478 Business Operations Form Templates

Delivery Order Form Template

Delivery Order Form

Let your customers choose items for delivery, then select a delivery date and time preference

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Multi-Column Contact Form Template

Multi-Column Contact Form

Use the multi-column contact form template to embed a more compact form on your site.

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Client Intake Form Template

Client Intake Form

Use the client intake form template to gather relevant information about your client's project.

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Background Check Consent Form Template

Background Check Consent Form

Use the background check consent form template to get information for a background check.

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Multi-Column Request a Quote Form Template

Multi-Column Request a Quote Form

Use the multi-column request a quote form template to receive quote requests for your services.

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Community Service Form Template

Community Service Form

Use the community service form template to track volunteers' service requirement activities.

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Minor Travel Consent Form Template

Minor Travel Consent Form

Use the minor travel consent form template to permit minors in your care to travel with others.

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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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Basketball Uniform Form Template

Basketball Uniform Form

Use the basketball uniform form template to accept basketball uniform orders on your website.

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Ride Service Order Form Template

Ride Service Order Form

Use the ride service order form template to let customers order a ride right from your website.

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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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Dog Sitter Request Form Template

Dog Sitter Request Form

Use the dog sitter request form template to collect information prior to a dog-sitting agreement.

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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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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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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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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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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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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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