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

Personal Financial Statement Form Template

Personal Financial Statement Form

Assess the financial situation for yourself and others straight from your website.

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Hair Extension Consultation Form Template

Hair Extension Consultation Form

Gather information from clients to prepare for a consultation, directly from your website.

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Facial Consultation Form Template

Facial Consultation Form

Prepare for a facial consultation with your clients, directly from your website.

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Babysitter Application Form Template

Babysitter Application Form

Use this form to screen babysitter applicants online quickly and easily.

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Nanny Application Form Template

Nanny Application Form

Use this template to screen potential nannies directly from your website.

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Au Pair Application Form Template

Au Pair Application Form

Screen interested au pairs online, quickly and easily with this form template.

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New Vendor Setup Form Template

New Vendor Setup Form

Use this template to organize and screen new vendors ahead of hosting your event.

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Sales Assistant Application Form

Sales Assistant Application Form

Make an easy hiring decision by screening sales assistant applicants directly from your website.

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Roof Inspection Form Template

Roof Inspection Form

Start handling roof inspections on your own with this easy-to-use form template from WPForms.

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Funeral Arrangement Form Template

Funeral Arrangement Form

Collect funeral arrangement requests from users directly on your website.

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Fire Extinguisher Inspection Form Template

Fire Extinguisher Inspection Form

Allow users to conduct a thorough fire extinguisher safety inspection with this online form.

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Telehealth Consent Form Template

Telehealth Consent Form

Collect consent for telehealth services straight from your website.

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Sponsor My Uniform Form Template

Sponsor My Uniform Form

Collect uniform sponsorship information straight from your site.

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Request for Medical Records Form Template

Request for Medical Records Form

Process medical records requests online with this customizable form template.

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Leave Request Form Template

Leave Request Form

Process employee leave requests straight from your website.

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Tax Preparation Client Intake Form Template

Tax Preparation Client Intake Form

Ask clients to fill out all essential details for tax preparation.

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Client Contact Details Form Template

Client Contact Details Form

Ensure privacy and security while gathering client information with this customizable template.

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Talent Release Form Template

Talent Release Form

Protect your work with our customizable Talent Release Form Template.

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Company Leave Form Template

Company Leave Form

Ensure compliance and efficient documentation with our Company Leave Form Template.

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Sample Order Form Template

Sample Order Form

Use this custom order form to gather all the necessary details to receive order requests.

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Customs Declaration Form Template

Customs Declaration Form

Simplify customs declarations with our easy-to-use custom declaration form template.

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ACH Payment Form Template

ACH Payment Form

Streamline transactions and securely collect details for electronic payments.

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Reference Form Template

Reference Form

Simplify your referencing process with this ready-to-use form template.

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Accident Waiver and Release of Liability Form Template

Accident Waiver and Release of Liability Form

Ensure participant safety and protect your organization's interests with this form template.

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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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