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.

242 Business Operations Form Templates

Equipment Return Form Template

Equipment Return Form

Ensure accurate data collection and a positive client experience.

Preferred Communication Form Template

Preferred Communication Form

Gather contact details and preferences for elevated communication with website visitors.

Standard Credit Application Form Template

Standard Credit Application Form

A simple form designed to make the credit application process seamless.

Membership Form Template

Membership Form

Welcome new members to your organization with this streamlined form.

Incident Report Form Template

Incident Report Form

Use this form on your website to foster a safer and more accountable environment.

RMA Form Template

RMA Form

An easy solution for businesses looking to streamline their product return and exchange processes.

Evaluation Form Template

Evaluation Form

A simple and streamlined way to let users to make an evaluation.

Simple Beneficial Ownership Form Template

Simple Beneficial Ownership Form

A straightforward and customizable form to establish beneficial ownership.

Simple Cell Phone Request Form Template

Simple Cell Phone Request Form

Use this easy and efficient form to manage employee cell phone requests.

Music Licensing Agreement Form Template

Music Licensing Agreement Form

Designed to facilitate the smooth transition of musical rights from licensors to licensees.

Expense Form Template

Expense Form

Manage your professional or personal finances with this user-friendly expense form.

Simple Capital Expenditure Form Template

Simple Capital Expenditure Form

Use this basic form to manage your company's finances and make informed investment decisions.

Graphic Design Approval Form Template

Graphic Design Approval Form

A simple approval form to save time and enhance the overall quality of your design projects.

Firewall Change Request Form Template

Firewall Change Request Form

A simple form to protect your digital assets and strengthen your organization's security.

Hold Harmless Form Template

Hold Harmless Form

Minimize risks and protect your interests with this simple form.

Road Traffic Accident Report Form Template

Road Traffic Accident Report Form

Navigate the aftermath of a road accident and streamline accident documentation process.

Simple Suggestion Form Template

Simple Suggestion Form

Explore the power of collective wisdom and promote continuous improvement.

Raffle Donation Form Template

Raffle Donation Form

Helps charitable endeavors meet benefactors eager to make a difference.

Parent Contact Form Template

Parent Contact Form

Use this form to enhance communication, foster trust, and improve the overall user experience.

Sign In And Out Form Template

Sign In And Out Form

Streamline your tracking process, whether you're managing employees or welcoming visitors.

Quality Check Form Template

Quality Check Form

Streamline your quality control process by using a standardized format for recording checks.

Health Insurance Waiver Form Template

Health Insurance Waiver Form

Make it easy for employees to waive their health insurance benefits with this simple form.

Stripe Fee Calculator Form Template

Stripe Fee Calculator Form

Calculate the fee for Stripe credit card purchases directly on the form.

PayPal Standard Fee Calculator Form Template

PayPal Standard Fee Calculator Form

Use this form to calculate PayPal fees for customer transactions.

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.