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Free business & legal document templates

1060 free, editable templates across business, legal, real estate, finance, and HR — copy, fill in, and certify.

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1060 templates

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Business

Business

Single-Member LLC Operating Agreement

Free single-member LLC operating agreement template — defines ownership, management, and finances for a solo-owned LLC.

Business

One-Page Business Plan

Free one-page business plan template — a compact framework for pitching a new business or organizing your own thinking.

Business

Press Release

Free press release template for announcing product launches, funding, partnerships, or other company news.

Business

Letter of Intent

Free letter of intent template outlining preliminary terms before a formal contract — for a deal, purchase, or partnership.

Business

Executive Summary

Free executive summary template for a business plan, pitch deck, or investor update — the one-page version of your plan.

Business

Project Proposal

Free project proposal template for pitching a new project to a client, manager, or stakeholder.

Business

Marketing Plan

Free marketing plan template covering goals, target audience, channels, and budget for a product or campaign.

Business

Request for Proposal (RFP)

Free RFP template for soliciting competitive bids from vendors or contractors on a defined project.

Business

Memorandum of Understanding (MOU)

Free MOU template documenting a mutual understanding between two parties before a formal contract.

Business

Partnership Agreement

Free general partnership agreement template covering ownership split, roles, profit sharing, and exit terms.

Business

Consulting Agreement

Free consulting agreement template for an independent consultant engagement — scope, fees, and IP terms.

Business

Independent Contractor Agreement

Free independent contractor agreement template — for hiring a 1099 contractor, covering scope, pay, and IP.

Business

Meeting Minutes

Free meeting minutes template for a board, team, or shareholder meeting — attendees, decisions, and action items.

Business

Joint Venture Agreement

Free joint venture agreement template for two businesses partnering on a specific project without forming a new company.

Business

Purchase Agreement (Goods or Assets)

Free purchase agreement template for buying or selling goods, equipment, or business assets outside of a simple invoice.

Business

Statement of Work (SOW)

Free statement of work template defining deliverables, timeline, and payment for a specific project under a master agreement.

Business

Business Proposal

Free business proposal template for pitching your product or service to a potential client.

Business

Certificate of Completion

Free certificate of completion template for a training program, course, or project milestone.

Business

Letter of Invitation

Free letter of invitation template for inviting someone to an event, conference, or (for visa purposes) a visit.

Business

Letter of Agreement

Free letter of agreement template — a simple, letter-format contract for a straightforward arrangement.

Business

Meeting Agenda

Free meeting agenda template to keep a meeting focused and on time.

Business

Business Memo

Free business memo template for internal announcements, updates, or requests.

Business

Startup Business Plan

Free multi-section startup business plan template — more detailed than a one-pager, for a bank loan or investor.

Business

Personal Statement

Free personal statement template for a school, scholarship, or program application.

Business

Lock-Up Agreement

Free lock-up agreement template restricting a shareholder from selling shares for a set period (e.g. after a funding round or IPO).

Business

Project Charter

Free project charter template formally authorizing a project and defining its objectives and scope.

Business

Booking Form

Free booking form template for reserving a venue, service, or appointment.

Business

Market Research Report

Free market research report template for summarizing findings on a target market, competitor, or customer segment.

Business

Escrow Agreement

Free escrow agreement template — a neutral third party holds funds or documents until agreed conditions are met.

Business

Conflict of Interest Policy

Free conflict of interest policy template for a company or nonprofit board — disclosure and recusal process.

Business

Vendor Application

Free vendor application template for onboarding a new supplier or market/event vendor.

Business

Basic Franchise Agreement Outline

Free franchise agreement outline template — the section structure a simple franchise arrangement needs (not a substitute for FDD compliance).

Business

Fee Schedule

Free fee schedule template for clearly listing your service prices for clients.

Business

Thank You Letter

Free thank you letter template for a client, interviewer, or business contact.

Business

Management Agreement

Free management agreement template — for hiring a manager to run a property, business, or specific operation on your behalf.

Business

Consignment Agreement

Free consignment agreement template — a consignor places goods with a consignee to sell on their behalf for a share of the proceeds.

Business

Vision Statement

Free vision statement template — a short, forward-looking statement of what your company is working toward.

Business

Business Continuity Plan

Free business continuity plan template — how your business keeps operating through a disruption (outage, disaster, key-person loss).

Business

Communication Plan

Free communication plan template for a project or organizational change — who needs to know what, and when.

Business

Company Letterhead Template

Free company letterhead template — the header/footer structure for professional business correspondence.

Business

Multi-Member LLC Operating Agreement

Free multi-member LLC operating agreement template — ownership splits, management, and voting for an LLC with more than one owner.

Business

Method Statement

Free method statement template describing how a specific work task will be carried out safely, step by step.

Business

Service Agreement

Free general service agreement template for providing an ongoing or one-time service to a client.

Business

Subscription Agreement

Free subscription agreement template for a recurring SaaS, membership, or content subscription.

Business

Packing List

Free packing list template for a shipment — itemized contents, weights, and package counts.

Business

Project Status Report

Free project status report template — a quick, recurring update on progress, risks, and next steps.

Business

Shareholders Agreement

Free shareholders agreement template covering share transfers, decision-making, and exit terms for a corporation's owners.

Business

RMA Form (Return Merchandise Authorization)

Free return merchandise authorization (RMA) form template for processing a product return or exchange.

Business

Confirmation Letter

Free confirmation letter template for confirming a booking, appointment, order, or verbal agreement in writing.

Business

Risk Management Plan

Free risk management plan template identifying, assessing, and planning responses to project or business risks.

Business

Software Requirements Specification (SRS)

Free SRS template defining what a piece of software must do before development starts.

Business

Distribution Agreement

Free distribution agreement template appointing a distributor to sell your products in a defined territory.

Business

Donation Letter

Free donation request/acknowledgment letter template for a nonprofit or fundraising campaign.

Business

Sponsorship Agreement

Free sponsorship agreement template for a business sponsoring an event, team, or organization.

Business

Certificate of Origin

Free certificate of origin template certifying the country where exported goods were manufactured, for customs purposes.

Business

Case Study

Free case study template for showcasing a customer's results using your product or service.

Business

Progress Report

Free progress report template for updating a client or stakeholder on work completed against a plan.

Business

Termination Agreement

Free termination agreement template for two parties mutually ending an existing contract early.

Business

Letter of Inquiry

Free letter of inquiry template for requesting information about a product, service, or opportunity.

Business

Referral Form

Free referral form template for a customer or partner referral program.

Business

Event Planning Worksheet

Free event planning worksheet template for tracking vendors, budget, and timeline for an event.

Business

Service Level Agreement (SLA)

Free SLA template defining measurable service commitments — uptime, response time, and remedies if they're missed.

Business

Membership Form

Free membership application form template for a club, association, or membership organization.

Business

Engagement Letter

Free engagement letter template for a professional services firm (accounting, legal, consulting) to define scope with a new client.

Business

Due Diligence Checklist

Free due diligence checklist template for reviewing a business before an acquisition, investment, or partnership.

Business

Risk Assessment

Free risk assessment template for identifying workplace hazards and the controls in place to manage them.

Business

Certificate of Insurance Request

Free certificate of insurance (COI) request template for asking a vendor or contractor to prove their insurance coverage.

Business

Sales Representative Agreement

Free sales representative agreement template for an independent sales rep selling your products on commission.

Business

Master Service Agreement (MSA)

Free master service agreement template — sets overall terms once, so individual projects can be added via short statements of work.

Business

Retainer Agreement

Free retainer agreement template for an ongoing arrangement where a client pays a recurring fee for a set amount of work or availability.

Business

Business Presentation Outline

Free business presentation outline template — the slide-by-slide structure for a pitch or company overview deck.

Business

Event Schedule

Free event schedule (run of show) template — the timed sequence of what happens during an event.

Business

SEO Report

Free SEO report template for summarizing a website's search performance and recommended next steps for a client.

Business

Quarterly Report

Free quarterly report template summarizing performance, goals, and outlook for the quarter.

Business

Donation Form

Free donation form template for collecting one-time or recurring donations for a nonprofit or cause.

Business

Project Summary

Free project summary template — a short, high-level overview of a project's goals, status, and results.

Business

Customer Information Form

Free customer information form template for capturing new client details when onboarding.

Business

Introduction Letter

Free business introduction letter template — for introducing your company, product, or yourself to a new contact.

Business

Fee Agreement

Free fee agreement template — a short document confirming the fee structure for professional services.

Business

Limited Partnership Agreement

Free limited partnership agreement template — general partner manages the business, limited partners invest with limited liability.

Business

Advertising Contract

Free advertising contract template for placing ads with a publisher, platform, or media outlet.

Business

Service Request Form

Free service request form template for a customer or internal team to submit a request for service or support.

Business

Funding Proposal

Free funding proposal template for requesting a grant or funding from a foundation, agency, or donor.

Business

Catering Order Form

Free catering order form template for booking food service for an event.

Business

Motivation Letter

Free motivation letter template for a university program, scholarship, or job application (common in Europe/international applications).

Business

Finder's Fee Agreement

Free finder's fee agreement template — pays someone a commission for introducing a deal, client, or investor.

Business

Wholesale Order Form

Free wholesale order form template for a retailer or reseller ordering products in bulk.

Business

Website Design Contract

Free website design contract template for a freelancer or agency building a website for a client.

Business

Solicitation Letter

Free solicitation letter template for requesting donations, sponsorships, or support for a cause or event.

Business

Supply Agreement

Free supply agreement template for a business that regularly supplies goods to a buyer over time.

Business

Coaching Agreement

Free coaching agreement template for a life, business, or executive coach working with a client.

Business

Buy-Sell Agreement

Free buy-sell agreement template — governs what happens to a business owner's share if they leave, die, or become disabled.

Business

Agency Agreement

Free agency agreement template appointing someone to act as your agent in dealing with third parties.

Business

Collaboration Agreement

Free collaboration agreement template for two people or businesses working together on a project without a formal joint venture or partnership.

Business

Affiliate Program Agreement

Free affiliate program agreement template — the terms affiliates agree to when promoting your product for a commission.

Business

Reseller Agreement

Free reseller agreement template appointing a company to resell your product or service under their own relationship with customers.

Business

Pitch Deck Outline

Free investor pitch deck outline template — the standard slide structure startups use to raise funding.

Business

Application Checklist

Free application checklist template for tracking required documents and steps for any formal application.

Business

Donation Receipt

Free donation receipt template — a quick, standalone confirmation of a charitable gift for the donor's records.

Business

Certificate of Conformity

Free certificate of conformity template certifying that a product meets specified standards or requirements.

Business

Work Order

Free work order template for a service business to document and authorize a specific job.

Business

Client Intake Form

Free client intake form template for gathering key information from a new client before starting work.

Business

Letter of Transmittal

Free letter of transmittal template — a short cover note accompanying a document, report, or shipment.

Business

Work Schedule

Free weekly work schedule template for assigning shifts or hours across a team.

Business

Transition Plan

Free transition plan template for handing off a role, project, or set of responsibilities to someone else.

Business

Audit Report

Free audit report template for summarizing findings from an internal or compliance audit.

Business

Certificate of Authenticity

Free certificate of authenticity template for artwork, collectibles, or handmade goods.

Business

Request for Quotation (RFQ)

Free RFQ template for soliciting price quotes from suppliers for a well-defined purchase.

Business

Standard Operating Procedure (SOP)

Free SOP template for documenting a repeatable business process step by step.

Business

Fax Cover Sheet

Free fax cover sheet template for sending a fax with recipient, sender, and page details.

Business

SWOT Analysis

Free SWOT analysis template for evaluating a business's strengths, weaknesses, opportunities, and threats.

Business

Subcontractor Agreement

Free subcontractor agreement template for a general contractor hiring a subcontractor for part of a project.

Business

Equipment Lease Agreement

Free equipment lease agreement template for renting business equipment or machinery.

Business

SMART Goals Worksheet

Free SMART goals worksheet template — turns a vague goal into a Specific, Measurable, Achievable, Relevant, Time-bound one.

Business

Limited Liability Partnership (LLP) Agreement

Free LLP agreement template — for professional partners (e.g. law, accounting, consulting firms) with limited personal liability.

Business

Event Registration Form

Free event registration form template for collecting attendee sign-ups.

Business

Broker Agreement

Free broker agreement template appointing a broker to facilitate a sale, lease, or deal on your behalf.

Business

Trip Report

Free business trip report template summarizing a work trip's purpose, outcomes, and expenses.

Business

Quotation (Sales Quote)

Free sales quotation template for providing a formal price quote to a prospective customer.

Business

Referral Agreement

Free referral agreement template — formalizes a business relationship where one party refers clients to another for a fee.

Business

Provider Agreement

Free provider agreement template for a business providing an ongoing professional or healthcare-adjacent service.

Business

Insertion Order

Free insertion order template for confirming an advertising placement's terms — dates, rates, and format.

Business

Project Initiation Document (PID)

Free project initiation document template — the formal case for starting a project, before detailed planning begins.

Business

Request for Reconsideration

Free request for reconsideration template for appealing a decision — a denied claim, application, or ruling.

Business

Enrollment Form

Free enrollment form template for signing someone up for a program, course, or service.

Business

Objection Letter

Free objection letter template for formally objecting to a decision, charge, or proposed action.

Business

Marketing Calendar

Free marketing calendar template for planning campaigns, content, and promotions across the year or quarter.

Business

Statement of Qualifications (SOQ)

Free statement of qualifications template — a firm's response demonstrating its fitness to perform a specific type of work, often for public-sector bids.

Business

Monthly Sales Report

Free monthly sales report template summarizing revenue, pipeline, and performance against targets.

Business

Disaster Recovery Plan

Free disaster recovery plan template — how your business restores IT systems and data after an outage or disaster.

Business

Inventory Report

Free inventory report template for tracking stock levels, value, and movement.

Business

Tender Notice

Free tender notice template for publicly announcing a procurement opportunity and inviting bids.

Business

Site Visit Report

Free site visit report template for documenting observations from a job site, project location, or facility inspection.

Business

Acceptance Letter

Free acceptance letter template for formally accepting a job offer, contract, or invitation.

Business

Software Development Agreement

Free software development agreement template for a freelancer or agency building custom software for a client.

Business

Bid Form

Free bid form template for submitting a price bid in response to a tender or request for proposal.

Business

Cost Estimate

Free cost estimate template for providing a client with an itemized estimate before starting work.

Business

Use Case Template

Free use case template for documenting how a user interacts with a system to achieve a specific goal.

Business

Follow-up Letter

Free follow-up letter template for checking in after a meeting, application, or previous communication that went unanswered.

Business

Audit Plan

Free audit plan template — the scope, approach, and schedule for an upcoming audit, prepared before fieldwork begins.

Business

Permit to Work

Free permit to work template — authorizes specific hazardous or high-risk work to proceed, with safety controls confirmed.

Business

Project Brief

Free project brief template — a short document aligning a team on what a project is and why, before detailed work begins.

Business

Whistleblower Policy

Free whistleblower policy template — how employees can report wrongdoing safely, and protection against retaliation.

Business

Web Hosting Agreement

Free web hosting agreement template for a hosting provider's terms with a customer.

Business

Company Profile

Free company profile template — a one-page overview of your business for partners, clients, or media.

Business

No Objection Certificate (NOC)

Free no objection certificate template — confirms a party has no objection to a specific action, common internationally for approvals.

Business

Gift Certificate

Free gift certificate template for a business to offer a prepaid credit toward products or services.

Business

Announcement Letter

Free announcement letter template for sharing company news — a new hire, product launch, policy change, or milestone.

Business

Delivery Note

Free delivery note template confirming goods delivered, for the recipient to sign upon receipt.

Business

Artist Agreement

Free artist agreement template for booking a musician, performer, or visual artist for an event or commission.

Business

Dealer Agreement

Free dealer agreement template appointing a business to sell your products through their own retail channel.

Business

Certificate of Destruction

Free certificate of destruction template confirming that documents, data, or products were securely destroyed.

Business

Enquiry Form

Free customer enquiry form template for capturing a prospect's initial question or interest.

Business

Quality Control Checklist

Free quality control checklist template for inspecting a product or process before it ships or is delivered.

Business

Corporate Social Responsibility (CSR) Report

Free CSR report template summarizing a company's environmental, social, and governance activities and impact.

Business

Travel Checklist

Free business travel checklist template covering pre-trip prep, packing, and logistics.

Business

Product Sheet (Spec Sheet)

Free product sheet template — a one-page overview of a product's features, specs, and pricing for sales or marketing use.

Business

Counseling Intake Form

Free counseling/therapy intake form template for a new client's background and presenting concerns.

Business

Briefing Note

Free briefing note template for quickly informing a decision-maker on an issue, with a clear recommendation.

Business

Maintenance Schedule

Free maintenance schedule template for tracking recurring upkeep on equipment, a facility, or a property.

Business

Feasibility Study

Free feasibility study template for evaluating whether a proposed project or business idea is practical before committing resources.

Business

Interior Design Contract

Free interior design contract template for a designer working with a residential or commercial client.

Business

Creative Brief

Free creative brief template for aligning a team or agency on a marketing, design, or content project before work begins.

Business

Supplier Registration Form

Free supplier registration form template for onboarding a new vendor into your procurement system.

Business

Beta Test Agreement

Free beta test agreement template for testers trying pre-release software in exchange for feedback.

Business

Position Statement

Free position statement template for formally stating your organization's stance on an issue.

Business

Warning Letter

Free general warning letter template — formally puts someone on notice about a problem, before more serious action.

Business

Sustainability Report

Free sustainability report template summarizing a company's environmental impact and sustainability initiatives.

Business

Capability Statement

Free capability statement template — a one-page summary of what your company can do, commonly used for government/corporate contracting.

Business

Fact Sheet

Free fact sheet template for summarizing key facts about your organization, product, or issue for press or reference.

Business

Gap Analysis

Free gap analysis template for comparing your current state to a target state and identifying what needs to change.

Business

Cancellation Letter

Free cancellation letter template for canceling a subscription, membership, contract, or order.

Business

SEO Checklist

Free SEO checklist template for optimizing a page or launching new content.

Business

Maintenance Agreement

Free maintenance agreement template for ongoing upkeep of equipment, software, or a property.

Business

Grant Agreement

Free grant agreement template between a funder and grantee, setting out the terms of a funded project.

Business

Support Letter

Free letter of support template — backing an application, grant, project, or cause with your organization's endorsement.

Business

Change Management Plan

Free change management plan template for rolling out an organizational or process change smoothly.

Business

Project Schedule

Free project schedule template listing tasks, owners, and dates for a project timeline.

Business

Style Guide

Free brand style guide template covering logo usage, colors, typography, and voice for consistent branding.

Business

Letter of Compliance

Free letter of compliance template confirming that a product, facility, or process meets a specific regulation or standard.

Business

Expression of Interest Letter

Free expression of interest letter template — signals interest in an opportunity before a full formal proposal or application.

Business

Certificate of Participation

Free certificate of participation template for an event, workshop, or program attendee.

Business

Course Schedule

Free course schedule template for a training program, class series, or workshop.

Business

Asset Transfer Form

Free asset transfer form template for moving a company asset from one owner, department, or location to another.

Business

Partnership Dissolution Agreement

Free partnership dissolution agreement template for formally ending a business partnership and dividing assets.

Business

In-Kind Donation Receipt

Free in-kind (non-cash) donation receipt template for a nonprofit acknowledging donated goods or services.

Business

Out of Stock Notice

Free out-of-stock notice template for informing a customer their ordered item is delayed or unavailable.

Business

Notice to Proceed

Free notice to proceed template formally authorizing a contractor to begin work on a construction or service project.

Business

Co-Branding Agreement

Free co-branding agreement template for two companies jointly marketing a product or campaign under both brands.

Business

Pitch Letter

Free pitch letter template for reaching out to a journalist, blogger, or media outlet with a story idea.

Business

Speaker Confirmation Letter

Free speaker confirmation letter template for confirming a guest speaker's participation in an event.

Business

Marketing Request Form

Free marketing request form template for internal teams to submit a request to the marketing department.

Business

Domain Name Purchase Agreement

Free domain name purchase agreement template for buying or selling a domain name outside of a marketplace's own terms.

Business

Project Change Request Form

Free change request form template for proposing and approving a scope, timeline, or budget change mid-project.

Business

Backlink Report

Free backlink report template for summarizing a website's inbound links and link-building progress.

Business

Emergency Action Plan

Free emergency action plan template for a workplace — evacuation procedures, roles, and emergency contacts.

Business

Statement of Need

Free statement of need template — the section of a grant proposal that establishes why the problem matters and needs funding.

Business

Computer Repair Request Form

Free IT repair request form template for an employee or customer to report a device issue.

Business

Joint Marketing Agreement

Free joint marketing agreement template for two companies collaborating on a marketing campaign or content.

Business

Certificate of Merit

Free certificate of merit template for recognizing outstanding achievement or performance.

Business

Silent Auction Donation Form

Free silent auction donation form template for collecting item donations for a charity fundraiser.

Business

Recruitment Agreement

Free recruitment agreement template for a staffing agency or recruiter placing candidates with a client company.

Business

After Action Report

Free after action report (AAR) template for reviewing what happened during an event, exercise, or incident.

Business

Flat Fee Agreement

Free flat fee agreement template for a professional service billed at a single fixed price rather than hourly.

Business

Letter of Understanding

Free letter of understanding template — a simpler, less formal alternative to an MOU for confirming a shared understanding.

Business

Nomination Letter

Free nomination letter template for nominating someone for an award, position, or recognition.

Business

Acknowledgment Letter

Free acknowledgment letter template confirming receipt of a document, payment, application, or request.

Business

Hazard Communication Plan

Free hazard communication plan template for a workplace handling hazardous chemicals, per OSHA-style requirements.

Business

Crisis Management Plan

Free crisis management plan template for responding to a reputational, safety, or operational crisis.

Business

Insurance Verification Form

Free insurance verification form template for confirming a client or patient's coverage before providing service.

Business

Equipment Loan Agreement

Free equipment loan agreement template for lending equipment temporarily and free of charge.

Business

Producer Agreement

Free producer agreement template for a music, film, or media producer working with an artist or production company.

Business

Teaming Agreement

Free teaming agreement template for two or more companies partnering to jointly pursue and perform a contract, common in government contracting.

Business

RV Rental Agreement

Free RV (recreational vehicle) rental agreement template for renting out a motorhome or camper.

Business

Domain Name Lease Agreement

Free domain name lease agreement template — leasing use of a domain name without transferring ownership.

Business

Authorization to Represent the Company

Free authorization letter template confirming someone has authority to represent your company in a specific matter.

Business

Founders Agreement

Free founders agreement template — co-founders agree on equity split, roles, vesting, and what happens if someone leaves, before incorporating or soon after.

Business

Photography Contract

Free photography contract template for a photographer booking a client for a shoot — event, portrait, or commercial.

Business

Charter Agreement

Free charter agreement template for chartering a boat, plane, or bus for private use.

Business

Computer Service Agreement

Free computer/IT service agreement template for a technician or IT provider servicing a client's equipment or network.

Business

Event Contract

Free general event contract template for booking a venue, vendor, or service for an event.

Business

Job Safety Analysis (JSA) Worksheet

Free JSA worksheet template — breaks a specific job into steps and identifies the hazard and control for each one.

Business

Purchase Requisition Form

Free purchase requisition form template — an employee's internal request for approval before a purchase order is issued.

Business

Wedding Booking Form

Free wedding booking form template for a venue, photographer, or vendor confirming a couple's wedding date and services.

Business

Meeting Request Letter

Free meeting request letter template for formally requesting time with someone for a specific purpose.

Business

Sign-In Form

Free sign-in form template for tracking visitors, attendees, or guests at an office, event, or building.

Business

Notice of Election

Free notice of election template for announcing an upcoming election of officers, board members, or representatives.

Business

Strategic Alliance Agreement

Free strategic alliance agreement template for two companies collaborating toward shared business goals without merging.

Business

Counter Offer

Free counter offer letter template for responding to a job offer, purchase offer, or negotiation with revised terms.

Business

Director's Service Agreement

Free director's service agreement template — the employment-style contract for an executive director's role and compensation.

Business

Exclusivity Agreement

Free exclusivity agreement template — one party agrees to deal only with the other for a specific matter, during a defined period.

Business

Lessons Learned

Free lessons learned template for capturing what worked and what didn't at the end of a project.

Business

Limited Warranty

Free limited warranty template for a product — what's covered, for how long, and what's excluded.

Business

Booth Rental Agreement

Free booth rental agreement template for renting exhibition, market, or trade show booth space.

Business

Security Plan

Free security plan template for protecting a facility, event, or organization's physical and information assets.

Business

Consortium Agreement

Free consortium agreement template for multiple organizations jointly pursuing a project, grant, or bid together.

Business

Automobile Rental Agreement

Free car rental agreement template for renting out a personal or fleet vehicle.

Business

Temporary Event Notice

Free temporary event notice template for notifying local authorities of a one-off event requiring temporary permissions.

Business

Task Order

Free task order template — authorizes specific work under an existing master agreement or umbrella contract.

Business

Change of Control Agreement

Free change of control agreement template — protects a key executive's compensation if the company is acquired or merges.

Business

Business Transfer Agreement

Free business transfer agreement outline for selling an entire business as a going concern.

Business

Standstill Agreement

Free standstill agreement template — a party agrees to pause specific actions (like a lawsuit or acquisition attempt) for a defined period.

Business

Purchase Order Request Form

Free purchase order request form — an internal request to have a formal purchase order issued to a vendor.

Business

Contingency Plan

Free contingency plan template for preparing a backup approach if a primary plan or key assumption fails.

Business

Investor Relations Agreement

Free investor relations agreement template for a company engaging an IR consultant or firm.

Business

Reservation Policy

Free reservation policy template for a restaurant, venue, or service business — booking, deposit, and no-show terms.

Business

Request for Qualification (RFQ)

Free request for qualification template — pre-screens vendors' credentials and experience before inviting full proposals.

Business

Procurement Policy

Free procurement policy template establishing how a company sources, approves, and purchases goods and services.

Business

Change of Address Letter

Free change of address letter template for notifying contacts, vendors, or institutions of a new address.

Business

Apology Letter

Free business apology letter template for addressing a mistake or service failure with a customer or client.

Business

Notice of Annual General Meeting

Free notice of AGM template for formally calling a company's or organization's annual shareholder/member meeting.

Business

Heads of Agreement

Free heads of agreement template — a preliminary, largely non-binding outline of key deal terms before a full contract is drafted.

Business

Announcement to Customers (Policy Change)

Free customer announcement letter template for informing customers of a policy, pricing, or service change.

Business

Artist Recording Contract

Free recording contract template between a record label/producer and a music artist.

Business

Patient Referral Form

Free patient referral form template for one healthcare provider referring a patient to another for specialized care.

Business

Publishing Agreement

Free publishing agreement template between an author and a publisher for a book or written work.

Business

No Bid Letter

Free no-bid letter template for formally declining to submit a proposal in response to an RFP or tender.

Business

Change Order Form

Free change order form template for documenting and approving a scope, cost, or timeline change on a construction or project contract.

Business

Security Services Contract

Free security services contract template for hiring a security guard company or service for a property or event.

Business

Customer List Purchase Agreement

Free customer list purchase agreement template for buying or selling a business's customer/client list as a standalone asset.

Business

Branding Proposal

Free branding proposal template for pitching a brand identity project — strategy, deliverables, and pricing.

Business

Contract Renewal Notice

Free contract renewal notice template for notifying the other party that a contract is renewing or that renewal terms are changing.

Business

Advertising Insertion Order

Free advertising insertion order template — confirms the specific ad placement, dates, and cost agreed between advertiser and publisher.

Business

New Customer Welcome Letter

Free new customer welcome letter template for greeting a new customer and setting expectations after their first purchase or signup.

Business

Funding Request Letter

Free funding request letter template for a nonprofit or organization asking a funder or donor for financial support.

Business

Sponsorship Request Letter

Free sponsorship request letter template for asking a business to sponsor an event, team, or initiative.

Business

Letter of Intent for Joint Venture

Free letter of intent template outlining the preliminary terms two companies agree to before forming a formal joint venture.

Business

Statement of Interest

Free statement of interest template for expressing interest in a position, program, or opportunity before a formal application.

Business

Graphic Design Request Form

Free graphic design request form template for submitting a design brief to an internal designer or agency.

Business

Subcontracting Proposal Letter

Free subcontracting proposal letter template — a contractor proposes taking on a specific portion of a larger project as a subcontractor.

Business

Executive Employment Agreement

Free executive employment agreement template covering compensation, equity, severance, and restrictive covenants for a senior executive hire.

Business

Speaker Agreement

Free speaker agreement template for engaging a speaker for a conference, event, or webinar.

Business

Distributor Agreement (Non-Exclusive)

Free non-exclusive distributor agreement template — a manufacturer/supplier appoints a distributor to resell products without exclusivity.

Business

Blanket Purchase Agreement

Free blanket purchase agreement template — sets pre-negotiated terms for repeated future purchases from a vendor over a period, without a separate contract each time.

Business

Material Transfer Agreement

Free material transfer agreement template for transferring physical materials (samples, prototypes, biological material) between organizations for a specific purpose.

Business

Trading Partner Agreement

Free trading partner agreement template — establishes the terms for exchanging electronic business documents (EDI) between two companies.

Business

Missed Appointment Letter

Free missed appointment letter template for notifying a client or patient they missed a scheduled appointment and outlining next steps.

Business

Certificate of Free Sale

Free certificate of free sale template — certifies that a product is legally sold in the country of origin, often required by importing countries.

Business

Dock Receipt

Free dock receipt template — confirms goods have been received at a port or terminal for export shipment, prior to loading.

Business

Personal Reference Form

Free personal reference form template for someone providing a character reference for an individual, outside of an employment context.

Business

Research and Development Agreement

Free R&D agreement template for two companies collaborating on research and development, covering funding, IP ownership, and deliverables.

Business

Broker-Carrier Agreement

Free broker-carrier agreement template — a freight broker engages a motor carrier to transport freight on behalf of shippers.

Business

Banquet Event Order

Free banquet event order template — the master document a venue uses to coordinate all details of a catered event.

Business

Fundraising Policy

Free fundraising policy template for a nonprofit — establishes standards for how the organization solicits and accepts donations.

Business

Business Requirements Document

Free business requirements document template for capturing what a business needs from a new project, system, or process before development begins.

Business

Stakeholder Analysis

Free stakeholder analysis template for identifying and prioritizing the people who can affect or are affected by a project.

Business

Equipment Purchase and Sale Agreement

Free equipment purchase and sale agreement template for buying or selling business equipment or machinery.

Business

Risk Register

Free risk register template for tracking identified project or business risks, their likelihood, impact, and mitigation plans.

Business

Exhibitor Registration Form

Free exhibitor registration form template for businesses signing up to exhibit at a trade show, conference, or expo.

Business

Exclusive Distribution Agreement

Free exclusive distribution agreement template — a supplier grants a distributor the sole right to sell its products within a defined territory.

Business

Director Compensation Policy

Free director compensation policy template — establishes how a company's board members are paid for their service.

Business

Asset Purchase Agreement

Free asset purchase agreement template for buying or selling specific business assets, rather than the entire company entity.

Business

Equipment Rental Agreement

Free equipment rental agreement template for renting out or renting business or personal equipment for a defined period.

Business

Incident Management Policy

Free incident management policy template establishing how a company detects, responds to, and resolves operational or IT incidents.

Business

Staffing Services Agreement

Free staffing services agreement template between a staffing agency and a client company for supplying temporary or contract workers.

Business

ISO Audit Checklist

Free ISO audit checklist template for preparing an internal or external audit against ISO management system requirements.

Business

Return Merchandise Authorization

Free RMA form template for authorizing and tracking a customer's product return.

Business

Contract Award Letter

Free contract award letter template for formally notifying a bidder or vendor that they have won a contract or bid.

Business

Shipping Instruction Form

Free shipping instruction form template — a shipper provides a freight forwarder or carrier with the details needed to move a shipment.

Business

Logo Design Agreement

Free logo design agreement template between a designer and client, covering deliverables, revisions, and ownership of the final logo.

Business

Common Grant Application Form

Free common grant application form template — a standardized format nonprofits can use to apply to multiple foundations without customizing from scratch each time.

Business

Website Maintenance Agreement

Free website maintenance agreement template for ongoing website support, updates, and hosting services after a site is launched.

Business

Informational Interview Request Letter

Free informational interview request letter template for reaching out to someone to learn about their career, company, or industry.

Business

Daycare Registration Form

Free daycare registration form template for enrolling a child in a daycare or childcare program.

Business

Event Request Form

Free event request form template for requesting internal approval and resources to host a company or venue event.

Business

Consumer Complaint Form

Free consumer complaint form template for a customer to formally document a problem with a product or service.

Business

Letter of Support

Free letter of support template — an organization or individual endorses a grant application, project, or initiative.

Business

Letter of Nomination

Free letter of nomination template for nominating someone for an award, position, or recognition.

Business

Conditional Sale Agreement

Free conditional sale agreement template — the seller retains ownership of goods until the buyer completes all payments.

Business

Literary Agent Agreement

Free literary agent agreement template between an author and a literary agent representing their work to publishers.

Business

Computer Consulting Services Agreement

Free computer/IT consulting services agreement template for a consultant providing technology services to a client business.

Business

Personal Training Agreement

Free personal training agreement template between a personal trainer and client, covering sessions, payment, and liability.

Business

Statement of Medical Necessity

Free statement of medical necessity template — a healthcare provider certifies that a treatment, equipment, or service is medically necessary, often for insurance reimbursement.

Business

Additional Driver Form

Free additional driver form template for adding a secondary driver to a car rental agreement or auto insurance policy.

Business

Pre-Incorporation Agreement

Free pre-incorporation agreement template for founders to formalize their arrangement before a company is legally formed.

Business

Option to Purchase Equipment

Free option to purchase equipment template — gives a lessee or renter the right, but not the obligation, to buy equipment at a set price.

Business

Pledge Form

Free pledge form template for a donor to commit to a future charitable donation, paid immediately or over time.

Business

Right of First Refusal Agreement

Free right of first refusal agreement template — gives a party the first opportunity to buy an asset before the owner sells it to anyone else.

Business

Invention Disclosure Form

Free invention disclosure form template — an inventor formally documents a new invention for their employer or institution to evaluate for patent protection.

Business

Design-Build Contract

Free design-build contract template — a single contractor is responsible for both designing and constructing a project, under one contract.

Business

Media Relations Policy

Free media relations policy template establishing who is authorized to speak to the press on behalf of a company and how media requests are handled.

Business

Certificate of Dissolution

Free certificate of dissolution template — formally documents that a company's owners/members have voted to dissolve the business.

Business

Fundraiser Agreement

Free fundraiser agreement template between a nonprofit and a professional fundraiser or fundraising consultant hired to run a specific campaign.

Business

Website Purchase Agreement

Free website purchase agreement template for buying or selling a website, including its domain, content, and associated assets.

Business

Statement of Authenticity

Free statement of authenticity template — certifies that an item (artwork, collectible, memorabilia) is genuine, often accompanying a sale.

Business

Property Damage Report

Free property damage report template for documenting damage to real property, commonly used for insurance claims or landlord-tenant disputes.

Business

Storage Order and Agreement

Free storage order and agreement template for renting a self-storage unit, covering access, payment, and liability terms.

Business

Website Sponsorship Agreement

Free website sponsorship agreement template — a business pays to sponsor a website, blog, or online content in exchange for brand visibility.

Business

Scholarship Agreement

Free scholarship agreement template between a sponsor/donor and a recipient (or the awarding institution), outlining the terms of a scholarship award.

Business

Pet Sitting Service Contract

Free pet sitting service contract template between a pet owner and a pet sitter, covering care instructions, schedule, and liability.

Business

Manufacturing Agreement

Free manufacturing agreement template between a brand/buyer and a contract manufacturer producing goods on their behalf.

Business

General Terms and Conditions of Purchase

Free general terms and conditions of purchase template — a buyer's standard terms governing purchase orders sent to suppliers.

Business

Clinical Trial Agreement

Free clinical trial agreement template between a sponsor and a research institution/investigator conducting a clinical study.

Business

Technology License Option Agreement

Free technology license option agreement template — gives a party a time-limited right to negotiate a license for specific technology or IP.

Business

Event Planner Contract

Free event planner contract template between a professional event planner and a client, covering services, fees, and vendor coordination.

Business

Vehicle Purchase Agreement

Free vehicle purchase agreement template for a private sale of a car, truck, or other vehicle between a buyer and seller.

Business

Letter of Financial Support

Free letter of financial support template — one party confirms they will provide financial support to another, commonly used for visa, school, or immigration applications.

Business

Cleaning Services Agreement

Free cleaning services agreement template between a cleaning company and a residential or commercial client.

Business

Exclusive Songwriter Agreement

Free exclusive songwriter agreement template between a music publisher and a songwriter, covering compensation, ownership, and exclusivity.

Business

Catering Services Agreement

Free catering services agreement template between a caterer and a client for an event, covering menu, headcount, and payment.

Business

Video Production Agreement

Free video production agreement template between a video producer/production company and a client commissioning a video project.

Business

Fiscal Sponsorship Agreement

Free fiscal sponsorship agreement template — a registered nonprofit sponsors a project that lacks its own tax-exempt status, allowing it to receive tax-deductible donations.

Business

Domain Name Sales Agreement

Free domain name sales agreement template for buying or selling a domain name, including transfer process and warranties.

Business

Swimming Pool Service Agreement

Free swimming pool service agreement template for ongoing pool cleaning and maintenance service.

Business

Landscaping Contract

Free landscaping contract template for a landscaper providing lawn care, maintenance, or design/installation services.

Business

Snow Removal Service Agreement

Free snow removal service agreement template for a contractor providing snow plowing and ice management to a residential or commercial property.

Business

Producer Contract

Free producer contract template for a music or film producer engaged to produce a specific project.

Business

Delivery Agreement

Free delivery agreement template between a business and a delivery service/driver for transporting goods to customers.

Business

House Sitting Instruction Form

Free house sitting instruction form template for a homeowner to leave detailed instructions for a house sitter.

Business

Barter Agreement

Free barter agreement template for exchanging goods or services between two parties without a cash transaction.

Business

Exclusive License Agreement

Free exclusive license agreement template — a licensor grants a licensee the sole right to use specific intellectual property, excluding even the licensor.

Business

Assignment of Inventions Agreement

Free assignment of inventions agreement template — an employee or contractor assigns ownership of work-related inventions and IP to the company.

Business

Fictitious Business Name Statement

Free fictitious business name statement template — declares the assumed/trade name ('doing business as') under which a business operates.

Business

SEO Services Contract

Free SEO services contract template between an SEO agency/consultant and a client, covering scope, reporting, and realistic expectations.

Business

Salon Booth Rental Agreement

Free salon booth/chair rental agreement template — a salon owner rents a workstation to an independent stylist, barber, or nail technician.

Business

Exclusive Media Representation Agreement

Free exclusive media representation agreement template — a media/publicity agent represents a client's interests exclusively for a defined scope.

Business

Contract for Transportation Services

Free transportation services contract template for a company providing regular passenger or freight transportation to a client.

Business

Public Relations Agreement

Free public relations agreement template between a PR agency/consultant and a client, covering scope, media strategy, and fees.

Business

Letter of Project Completion

Free letter of project completion template for formally notifying a client that a project has been completed and requesting final sign-off.

Business

Medical Device Distribution Agreement

Free medical device distribution agreement template between a manufacturer and a distributor of medical devices.

Business

Gift Card and Gift Certificate Policy

Free gift card and gift certificate policy template for a retail or service business, covering expiration, fees, and redemption rules.

Business

Wedding Contract

Free wedding vendor contract template for a photographer, planner, or other service provider hired for a wedding.

Business

Service Agreement Termination Letter

Free service agreement termination letter template for formally ending an ongoing service contract with a vendor or provider.

Business

Customer Testimonial Release Form

Free customer testimonial release form template — a customer grants permission for their testimonial, photo, or name to be used in marketing.

Business

Customer Service Policy

Free customer service policy template establishing a business's standards for handling customer inquiries, complaints, and service quality.

Business

Firewall Policy

Free firewall policy template establishing rules for configuring and managing network firewalls to protect company systems.

Business

Booking Contract

Free booking contract template for reserving a performer, speaker, or service provider for a specific date and event.

Business

Construction Management Services Agreement

Free construction management services agreement template — an owner hires a construction manager to oversee a project on their behalf, without directly performing the construction work.

Business

Certificate of Compliance

Free certificate of compliance template — a supplier or manufacturer certifies that a product meets specified standards or regulatory requirements.

Business

Business Acquisition Checklist

Free business acquisition checklist template for a buyer conducting due diligence before purchasing a business.

Business

Electrical Services Agreement

Free electrical services agreement template between a licensed electrician/contractor and a client for electrical work.

Business

Life Coaching Agreement

Free life coaching agreement template between a coach and client, covering scope, fees, confidentiality, and the distinction from therapy.

Business

Import Export Contract

Free import/export contract template for an international sale of goods between a buyer and seller in different countries.

Business

SaaS Agreement

Free SaaS agreement template between a software provider and a business customer, covering access, data, and service levels.

Business

Work Authorization Form

Free work authorization form template for a client to formally approve a contractor or vendor to begin specific work.

Business

Crisis Communication Plan

Free crisis communication plan template for a business to prepare its response to a PR crisis, safety incident, or other reputational emergency.

Business

Technical Support Agreement

Free technical support agreement template for a vendor providing ongoing IT or product support services to a client.

Business

Data Backup Policy

Free data backup policy template establishing how a company backs up its data and tests recovery to prevent data loss.

Business

Promotional / Product Placement Agreement

Free product placement agreement template — a brand pays for its product to be featured in media content such as a video, show, or livestream.

Business

Employee Lending Agreement

Free employee lending agreement template — one company temporarily loans an employee to another company while remaining their employer of record.

Business

Contract Non-Renewal Notice

Free contract non-renewal notice template for formally informing the other party that an auto-renewing contract will not be renewed.

Business

Music Sync Agreement

Free music synchronization (sync) license agreement template — grants permission to use a song alongside visual media such as film, TV, or video.

Business

Contest Release Form

Free contest and giveaway release form template — a participant releases the sponsor from liability and grants rights to use their entry/likeness.

Business

Beta Testing Agreement

Free beta testing agreement template between a software company and a beta tester, covering feedback, confidentiality, and liability.

Business

Bulk Sale Agreement

Free bulk sale agreement template for selling a large portion of a business's inventory or assets outside the ordinary course of business.

Business

Term Sheet

Free term sheet template outlining the key proposed terms of an investment or financing deal before definitive legal documents are drafted.

Business

Waiver of Notice and Consent

Free waiver of notice and consent template — a corporate director or shareholder waives formal advance notice of a meeting and consents to the business conducted.

Business

Content Distribution Agreement

Free content distribution agreement template — a content owner licenses a distributor or platform to distribute their video, audio, or written content.

Business

Declaration of Business Trust

Free declaration of business trust template — establishes a business trust as an entity to hold and manage assets or operate a business.

Business

Fleet Lease Agreement

Free fleet lease agreement template for a business leasing multiple vehicles from a leasing company for commercial use.

Business

Illustration Agreement

Free illustration agreement template between an illustrator and a client commissioning original artwork.

Business

Letter of Intent to Merge

Free letter of intent to merge template — two companies outline preliminary terms for a proposed merger before definitive agreements are drafted.

Business

Marketing Agency Contract

Free marketing agency contract template between a marketing agency and a client, covering scope, deliverables, and fees.

Business

Penetration Testing Policy

Free penetration testing policy template establishing how a company authorizes, scopes, and manages security penetration tests.

Business

Salvage Agreement

Free salvage agreement template — an insurer or owner sells damaged property to a salvage buyer for recovery value.

Business

Silent Partnership Agreement

Free silent partnership agreement template — a silent partner contributes capital in exchange for a profit share, without participating in day-to-day management.

Business

Transcription Services Contract

Free transcription services contract template between a transcriptionist/service and a client needing audio or video transcribed.

Business

Car Rental Agreement

Free car rental agreement template for renting out a personal or fleet vehicle directly, outside a traditional rental car company.

Business

Auction Sale Agreement

Free auction sale agreement template between an auctioneer and a seller consigning property to be sold at auction.

Business

Web Accessibility Checklist

Free web accessibility checklist template for auditing a website against WCAG accessibility standards.

Business

Product Recall Policy

Free product recall policy template establishing how a company identifies, communicates, and manages a product recall.

Business

Personal Driver/Chauffeur Agreement

Free personal driver or chauffeur agreement template between an individual/family and a private driver.

Business

Vehicle Lending Agreement

Free vehicle lending agreement template — an employer or individual lends a vehicle to another person for temporary personal use, without a rental fee.

Business

Software Development Contract

Free software development contract template between a developer/agency and a client commissioning custom software.

Business

Rent-to-Own Agreement (Personal Property)

Free rent-to-own agreement template for personal property (furniture, appliances, electronics) — periodic payments build toward eventual ownership.

Business

Cost Plus Contract

Free cost-plus contract template — a construction or service client pays the contractor's actual costs plus an agreed fee or markup.

Business

Broker Fee Agreement

Free broker fee agreement template — a business fee agreement for a broker who arranges a deal (business sale, financing, or transaction) in exchange for a fee.

Business

Food Service Supplier Agreement

Free food service supplier agreement template between a restaurant/food business and a food or ingredient supplier.

Business

Fleet Maintenance Services Agreement

Free fleet maintenance services agreement template between a business and a maintenance provider servicing its vehicle fleet.

Business

Outsourced HR Agreement

Free outsourced HR services agreement template — a business engages an external HR provider or PEO to handle HR functions.

Business

Payroll Services Agreement

Free payroll services agreement template between a business and a third-party payroll processing provider.

Business

Graphic Design Contract

Free graphic design contract template between a designer and a client for a design project beyond a single logo (e.g. brand collateral, print materials).

Business

Script Option Agreement

Free script option agreement template — a producer pays a writer for the exclusive right to develop their screenplay into a film or TV project.

Business

Volunteer Agreement

Free volunteer agreement template between a nonprofit or organization and a volunteer, covering expectations, liability, and confirming unpaid status.

Business

Domain Name Registration Agreement

Free domain name registration agreement template — a registrar or reseller's terms for registering and managing a domain name on a customer's behalf.

Business

Master Services Agreement

Free master services agreement template — establishes the overarching terms governing a relationship, with individual statements of work covering specific projects.

Business

Co-Manufacturing Sales and Distribution Agreement

Free co-manufacturing sales and distribution agreement template — one company manufactures a product under a brand owner's specifications for sale and distribution.

Business

Work Made for Hire Agreement

Free work made for hire agreement template — confirms that a commissioned work's copyright belongs to the hiring party from the moment of creation.

Business

Intercompany Agreement

Free intercompany agreement template — documents the terms of services, goods, or transactions between related entities within the same corporate group.

Business

Ghostwriting Agreement

Free ghostwriting agreement template between a ghostwriter and a client, covering authorship credit, confidentiality, and payment.

Business

Technology Development Agreement

Free technology development agreement template — a company commissions the development of new technology, often with joint ownership or licensing terms.

Business

Staff Augmentation Contract

Free staff augmentation contract template — a vendor supplies contract personnel to work under a client's direction on a temporary basis.

Business

Nomination and Remuneration Committee Charter

Free nomination and remuneration committee charter template — establishes the board committee responsible for director nominations and executive compensation.

Business

Wholesale Supply Agreement

Free wholesale supply agreement template between a manufacturer/supplier and a wholesale buyer, covering pricing, ordering, and terms.

Business

Medical Coding and Billing Services Contract

Free medical coding and billing services contract template between a healthcare provider and a third-party medical billing company.

Business

Personal Property Co-Ownership Agreement

Free personal property co-ownership agreement template — two or more parties jointly own an item of personal property (a boat, RV, aircraft, or collectible).

Business

Board Observer Agreement

Free board observer agreement template — an investor is granted the right to attend and observe board meetings without full voting director rights.

Business

Actor Contract

Free actor contract template for engaging a performer in a film, television, commercial, or theatrical production.

Business

Merger Agreement

Free merger agreement template — the definitive agreement under which one company merges into or combines with another.

Business

Capital Lease Agreement

Free capital lease agreement template — a long-term equipment lease structured so the lessee effectively finances ownership over time.

Business

Notice of Assignment

Free notice of assignment template — formally notifies a third party (like a debtor or account holder) that a contract, debt, or right has been assigned to a new party.

Business

OEM Agreement

Free OEM agreement template — a manufacturer supplies components or products that another company incorporates into or resells under its own brand.

Business

HVAC Service Agreement

Free HVAC service agreement template for ongoing heating and cooling system maintenance, covering inspections, tune-ups, and priority repair service.

Business

Dental Practice Management Agreement

Free dental practice management agreement template — a management services organization (DSO/MSO) provides business support to a dental practice.

Business

Direct to Retail Agreement

Free direct to retail agreement template — a brand licensor works directly with a retailer to design and produce branded merchandise, bypassing a traditional licensee manufacturer.

Business

Moving Services Agreement

Free moving services agreement template between a moving company and a customer, covering inventory, valuation coverage, and delivery terms.

Business

Vending Machine Agreement

Free vending machine agreement template — a vending operator places and services machines at a host location in exchange for a commission or fee.

Business

Tour Participant Agreement

Free tour participant agreement template — a tour operator and traveler agree on the terms of a guided trip, including liability, cancellation, and conduct expectations.

Business

Voting and Standstill Agreement

Free voting and standstill agreement template — a significant shareholder agrees to vote in a specified manner and refrain from further acquisitions for a defined period.

Business

Returns Policy

Free returns policy template for a retail or e-commerce business, covering the return window, condition requirements, and refund method.

Business

Vendor Management Policy

Free vendor management policy template establishing how a company selects, onboards, monitors, and offboards third-party vendors.

Business

Waste and Recycling Collection Agreement

Free waste and recycling collection agreement template between a hauler and a business for regular trash and recycling pickup.

Business

Certificate of Incumbency

Free certificate of incumbency template — confirms the current officers or directors of a company and their authority to act on its behalf.

Business

Software Reseller Agreement

Free software reseller agreement template — a software publisher authorizes a reseller to market and sell its licenses to end customers.

Business

Enrollment Agreement

Free enrollment agreement template for a school, training program, or educational course — covers tuition, terms, and withdrawal policy.

Business

Vessel Purchase and Sale Agreement

Free vessel purchase and sale agreement template for buying or selling a boat, yacht, or other watercraft.

Business

Voting and Transfer Restriction Agreement

Free voting and transfer restriction agreement template — shareholders agree to restrictions on transferring their shares and on how those shares are voted.

Business

Basic Ordering Agreement

Free basic ordering agreement template — establishes pre-negotiated terms and pricing for future orders, without committing either party to a specific quantity.

Business

Corporate Resolution Certificate

Free corporate resolution certificate template — a corporate secretary certifies that the board of directors adopted a specific resolution.

Business

Painting Contract

Free painting contract template for a residential or commercial painting project, covering surfaces, materials, and payment schedule.

Business

Hotel Operating Agreement

Free hotel operating agreement template — a hotel owner engages a management company to operate the property on a day-to-day basis.

Business

Certificate of Authority

Free certificate of authority template — confirms an individual's authorization to act, sign, or transact on behalf of a company or organization.

Business

Design Services Agreement

Free design services agreement template for a professional designer (interior, graphic, architectural, or product) providing design services to a client.

Business

Endorsement Agreement

Free endorsement agreement template — a brand pays a public figure, athlete, or influencer to publicly endorse its product or service.

Business

Document Control Policy

Free document control policy template establishing how a company creates, reviews, approves, and manages versions of its controlled documents.

Business

Dog Walking Service Agreement

Free dog walking service agreement template between a pet owner and a professional dog walker, covering schedule, care instructions, and liability.

Business

Data Security Agreement

Free data security agreement template — a vendor or partner commits to specific security safeguards when handling a company's confidential or customer data.

Business

Fitness Center Membership Agreement

Free fitness center/gym membership agreement template covering dues, term, cancellation, and liability waiver.

Business

Business Plan

Free business plan template covering executive summary, market analysis, operations, and financial projections — for funding pitches or internal planning.

Business

Annual Report

Free annual report template for small businesses and nonprofits — covers year-in-review highlights, financial summary, and outlook.

Business

Sales Letter

Free sales letter template for pitching a product or service to a prospect — built around a problem, solution, and clear call to action.

Business

Mission Statement

Free mission statement template and worksheet — define what your organization does, for whom, and why it matters, in one clear statement.

Business

Research Proposal

Free research proposal template for pitching a market research, academic, or client research project — covers objectives, methodology, and budget.

Business

Strategic Plan

Free strategic plan template for setting multi-year goals, priorities, and success metrics for a business or organization.

Business

Action Plan

Free action plan template for turning a goal into specific tasks, owners, and deadlines — for projects, teams, or personal goals.

Business

Terms of Reference

Free terms of reference template for defining the scope, objectives, and governance of a project, committee, or working group.

Business

Grant Proposal

Free grant proposal template for requesting funding from a foundation or government grant program — covers need, project plan, and budget.

Business

Newsletter

Free newsletter template for company or organization updates — covers a lead story, highlights, and a call to action, ready to adapt for email or print.

Business

Request for Quote (RFQ)

Free request for quote template — ask multiple vendors for pricing on clearly defined goods or services so you can compare bids apples-to-apples.

Business

Wedding Planning Checklist

Free wedding planning checklist template — track vendors, deposits, and deadlines from booking through the big day so nothing falls through.

Business

Software Test Plan

Free software test plan template — define scope, test cases, environments, and pass/fail criteria before a release goes out.

Business

Scholarship Application

Free scholarship application template — collect a candidate's background, eligibility details, and essay in one standard form.

Business

Consulting Services Agreement

Free consulting services agreement template — define scope, fees, deliverables, and IP ownership before an independent consultant starts work.

Business

Certificate of Analysis

Free certificate of analysis template — document test results confirming a product batch meets its specifications before it ships.

Business

Project Management Plan

Free project management plan template — bring scope, schedule, budget, risks, and communication together in one reference document for the whole project.

Business

Dog Adoption Application

Free dog adoption application template for shelters and rescues to screen prospective adopters before placing a dog in a new home.

Business

Project Inception Report

Free project inception report template summarizing scope, stakeholders, and risks after a project's initial kickoff phase.

Business

Daily Activity Report

Free daily activity report template for contractors and field crews to log tasks, hours, and site conditions each work day.

Business

Cleaning Schedule

Free cleaning schedule template assigning daily, weekly, and monthly tasks for an office, rental property, or shared space.

Business

Website Design Proposal

Free website design proposal template for freelancers and agencies to pitch scope, timeline, and pricing before signing a contract.

Business

Concept Note

Free concept note template for pitching a project or program idea to a grant funder before investing time in a full proposal.

Business

Business Case

Free business case template for justifying a proposed project's costs, benefits, and risks to decision-makers before approval.

Business

Sales Contract

Free sales contract template for the sale of goods between a buyer and seller, covering price, delivery, and warranties.

Business

Request for Information (RFI)

Free RFI template for gathering vendor capabilities and background before issuing a formal request for proposal or quote.

Business

Parent Handbook (Daycare/Preschool)

Free parent handbook template for daycare and preschool providers covering hours, fees, health policy, and pickup procedures.

Business

Restricted Stock Award Agreement (RSA)

Free restricted stock award (RSA) agreement template for granting actual shares subject to vesting, distinct from an RSU grant.

Business

Dealer Application

Free dealer application template for a manufacturer or distributor to screen prospective resellers before signing a dealer agreement.

Business

Price Negotiation Memorandum

Free price negotiation memorandum template for documenting how a purchase price was negotiated and justified before a contract is signed.

Business

Customer Feedback Form

Free customer feedback form template for collecting structured ratings and comments after a purchase, service, or support interaction.

Business

Project Scope Statement

Free project scope statement template defining deliverables, boundaries, and exclusions before work begins — helps prevent scope creep.

Business

Hotel Guest Registration Form

Free hotel guest registration form template for check-in — captures guest details, stay dates, room assignment, and policy acknowledgment.

Business

Exhibitor Service Order Form

Free exhibitor service order form template for trade shows — lets exhibitors order booth furniture, electrical, and other event services.

Real Estate

Real Estate

Residential Lease Agreement

Free residential lease agreement template covering rent, deposit, term, and basic landlord/tenant obligations.

Real Estate

Notice to Vacate / Lease Termination Letter

Free lease termination notice template for landlords or tenants ending a residential lease at the end of its term.

Real Estate

Rental Application

Free rental application template for landlords screening prospective tenants — income, rental history, and references.

Real Estate

Deed of Trust

Free deed of trust template — secures a real estate loan using a neutral trustee (used instead of a mortgage in some states).

Real Estate

Rent Receipt

Free rent receipt template for landlords to give tenants proof of payment.

Real Estate

Property Condition Report

Free property condition report (move-in/move-out) template documenting a rental's condition for the security deposit record.

Real Estate

Sublease Agreement

Free sublease agreement template for a tenant subletting part or all of their rented space to someone else.

Real Estate

Quitclaim Deed

Free quitclaim deed template transferring a property owner's interest without warranting clear title.

Real Estate

Construction Loan Agreement

Free construction loan agreement template — financing disbursed in stages as construction milestones are completed.

Real Estate

Offer to Purchase (Real Estate)

Free offer to purchase template for making a formal offer on a residential property.

Real Estate

Inspection Checklist

Free inspection checklist template for a property, equipment, or site walkthrough.

Real Estate

Real Estate Purchase Contract

Free real estate purchase contract template — the fuller agreement following an accepted offer, before closing.

Real Estate

Deed of Sale

Free deed of sale template transferring ownership of property or an asset from seller to buyer.

Real Estate

Commercial Lease Agreement

Free commercial lease agreement template for renting office, retail, or industrial space.

Real Estate

Pet Agreement

Free pet agreement (lease addendum) template — landlord's terms for a tenant keeping a pet in a rental.

Real Estate

Option to Purchase

Free option to purchase agreement template — gives someone the right (not obligation) to buy something at a fixed price within a set period.

Real Estate

Amendment to Lease

Free lease amendment template for formally changing specific terms of an existing lease without rewriting the whole thing.

Real Estate

Vacation Rental Agreement

Free short-term vacation rental agreement template for hosts renting out a property for a few days or weeks.

Real Estate

Release of Lien

Free release of lien template — a contractor or supplier confirms a lien on a property has been paid and released.

Real Estate

Contract for Deed

Free contract for deed (land contract) template — seller-financed property sale where the buyer pays over time before receiving the deed.

Real Estate

Eviction Notice

Free eviction notice template for a landlord notifying a tenant of lease violation or non-payment before pursuing formal eviction.

Real Estate

Tenants Handbook

Free tenants handbook template for a rental property — house rules, maintenance requests, and key contacts.

Real Estate

Moving Checklist

Free moving checklist template covering everything to do before, during, and after a move.

Real Estate

Property Management Agreement

Free property management agreement template — an owner hires a property manager to handle a rental property's day-to-day operations.

Real Estate

Home Buyers Handbook

Free home buyer's guide template — a step-by-step overview for a real estate agent to give new buyer clients.

Real Estate

Exclusive Right to Sell Agreement

Free exclusive right-to-sell listing agreement template between a property seller and their real estate agent.

Real Estate

Grant Deed

Free grant deed template — transfers real property with limited warranties about the property's title history.

Real Estate

Storage Space Rental Agreement

Free self-storage rental agreement template for renting a storage unit.

Real Estate

Room and Board Contract

Free room and board contract template for renting a room with meals included, common for students or long-term guests.

Real Estate

Room Rental Agreement

Free room rental agreement template for renting a single room within a shared house or apartment.

Real Estate

Building Completion Certificate

Free building completion certificate template confirming construction work has been finished per approved plans.

Real Estate

Triple Net (NNN) Lease

Free triple net lease template — commercial lease where the tenant pays base rent plus property taxes, insurance, and maintenance.

Real Estate

Assignment of Mortgage

Free assignment of mortgage template — transfers a lender's rights under an existing mortgage to a new lender/investor.

Real Estate

Lease to Purchase Option Agreement

Free lease-to-purchase (rent-to-own) agreement template — a tenant leases with an option to buy the property later.

Real Estate

Notice of Non-Renewal of Lease

Free notice of non-renewal template — informs a tenant or landlord that a lease will end at its natural term rather than renewing.

Real Estate

Homestay Agreement

Free homestay agreement template for a host family hosting a student or visitor in their home.

Real Estate

Representation Agreement

Free buyer's/tenant's representation agreement template — a real estate agent represents a buyer or tenant in a transaction.

Real Estate

Sublease Termination Agreement

Free sublease termination agreement template for ending a sublease arrangement before its scheduled end date.

Real Estate

Rental Pool Agreement

Free rental pool agreement template — multiple property owners share bookings and revenue through a common management arrangement.

Real Estate

Landlord Reference Letter

Free landlord reference letter template confirming a former tenant's rental history and payment record.

Real Estate

Final Waiver of Lien

Free final waiver of lien template — a contractor confirms full and final payment received, waiving all lien rights on the project.

Real Estate

Seller's Property Disclosure Statement

Free seller's property disclosure statement template — discloses known material defects and conditions before a real estate sale.

Real Estate

Affidavit of Death of Joint Tenant

Free affidavit of death of joint tenant template — used to clear title to real estate held in joint tenancy after one owner dies.

Real Estate

Quit Claim Deed

Free quit claim deed template — transfers whatever interest a grantor has in a property, without warranting clear title.

Real Estate

Apartment Rental Application

Free apartment rental application template for prospective tenants to submit their information to a landlord or property manager.

Real Estate

Security Deposit Refund Receipt

Free security deposit refund receipt template — documents the amount of a tenant's deposit returned and any deductions made.

Real Estate

Master Lease Agreement

Free master lease agreement template — an investor leases an entire property from the owner with the right to sublease individual units.

Real Estate

Three-Day Notice to Pay Rent or Quit

Free three-day notice to pay rent or quit template — a landlord's formal demand for overdue rent before starting eviction proceedings.

Real Estate

Lease Addendum

Free lease addendum template for adding a new term to an existing lease without rewriting the entire agreement.

Real Estate

Assignment of Residential Lease

Free assignment of residential lease template — a tenant transfers their entire remaining lease interest to a new tenant, with landlord consent.

Real Estate

Easement Agreement

Free easement agreement template — grants one property owner the right to use a specific portion of a neighboring property for a defined purpose.

Real Estate

Letter Requesting Repairs

Free letter requesting repairs template — a tenant formally asks their landlord to fix a specific problem with the rental property.

Real Estate

Commercial Sublease

Free commercial sublease template for a tenant subletting part or all of their leased commercial space to another business.

Real Estate

Seller's Affidavit (No Creditors)

Free seller's affidavit template used in a real estate closing — the seller swears there are no unpaid debts or liens against the property.

Real Estate

Exclusive Agency Agreement

Free exclusive agency agreement template — commonly used in real estate, appointing a single agent to represent a property or client, with an owner-sale carve-out.

Real Estate

Unconditional Waiver and Release Upon Final Payment

Free unconditional waiver and release template — a contractor or supplier confirms full payment has been received and waives all lien rights on a construction project.

Real Estate

Short-Term Rental Agreement

Free short-term rental agreement template for vacation rentals, guest stays, or Airbnb-style bookings under a defined stay period.

Real Estate

Eviction Petition

Free eviction petition (complaint for unlawful detainer) template — the formal court filing a landlord submits to legally remove a tenant, after a notice has already been served and expired.

Real Estate

Lease Option Agreement

Free lease option agreement template — a tenant leases a property with the exclusive right to purchase it later at a predetermined price.

Real Estate

Real Estate Client Intake Form

Free real estate client intake form template for a real estate agent to capture a new buyer or seller client's needs and preferences.

Real Estate

Real Estate Appraisal Report

Free real estate appraisal report template summarizing a property's estimated market value and the basis for that valuation.

Real Estate

Parking Space Lease

Free parking space lease template for renting out a parking spot or garage space, separate from a residential or commercial lease.

Real Estate

Earnest Money Escrow Agreement

Free earnest money escrow agreement template — a neutral third party holds a buyer's good-faith deposit until a real estate transaction closes.

Real Estate

Month-to-Month Rental Agreement

Free month-to-month rental agreement template for a residential tenancy with no fixed end date, renewing automatically each month.

Real Estate

Offer to Lease

Free offer to lease template — a prospective tenant makes a preliminary, negotiable offer to lease a commercial or residential property before a formal lease is drafted.

Real Estate

Lease Renewal Agreement

Free lease renewal agreement template for extending an existing lease for an additional term, with the same or updated conditions.

Real Estate

Letter of Intent to Purchase Real Estate

Free letter of intent template for a prospective buyer to outline preliminary terms for purchasing a property before a formal purchase agreement.

Real Estate

Sale Deed

Free sale deed template — the formal legal document transferring ownership of property from a seller to a buyer in exchange for payment.

Real Estate

Assignment of Deed of Trust

Free assignment of deed of trust template — the current lender transfers its interest in a deed of trust (and the underlying loan) to a new lender.

Real Estate

Late Rent Payment Agreement

Free late rent payment agreement template — a landlord and tenant agree to a payment plan for overdue rent instead of proceeding with eviction.

Real Estate

Executor Deed

Free executor deed template — an estate executor transfers real property from a deceased person's estate to a beneficiary or buyer.

Real Estate

Notice of Intent to Vacate

Free notice of intent to vacate template — a tenant formally informs their landlord they will not renew their lease and plan to move out.

Real Estate

Reservation Agreement

Free reservation agreement template — a buyer pays a deposit to reserve a unit or property (e.g. in new construction) before a formal purchase agreement is signed.

Real Estate

Building and Pest Inspection Report

Free building and pest inspection report template documenting a property's structural condition and any evidence of pest infestation, typically before a purchase.

Real Estate

Hall Rental Agreement

Free hall rental agreement template for renting a banquet hall, community hall, or event space for a private function.

Real Estate

Open Listing Agreement

Free open listing agreement template — a property owner lists with multiple real estate agents, paying commission only to whichever one produces a buyer.

Real Estate

Ground Lease

Free ground lease template — a landowner leases undeveloped or underdeveloped land to a tenant who builds and owns improvements on it during the lease term.

Real Estate

Equity Sharing Agreement

Free equity sharing agreement template — two parties (often an investor and an occupant) co-own a property, sharing appreciation and costs.

Real Estate

Parking Lot Lease

Free parking lot lease template for leasing an entire commercial parking lot or structure to an operator or business.

Real Estate

Fee and Commission Split Agreement

Free fee and commission split agreement template — two agents or brokers agree to divide a commission earned on a shared deal.

Real Estate

Seller Financing Contract

Free seller financing contract template — a property seller acts as the lender, allowing the buyer to make payments directly instead of using a bank mortgage.

Real Estate

Short Sale Buyer Checklist

Free short sale buyer checklist template for a buyer purchasing a property where the sale price is less than the seller owes on their mortgage.

Real Estate

Deed in Lieu of Foreclosure

Free deed in lieu of foreclosure template — a borrower voluntarily transfers property title to their lender to avoid formal foreclosure proceedings.

Real Estate

Declaration of Homestead Exemption

Free declaration of homestead exemption template — a homeowner formally declares their primary residence as a homestead to protect it from certain creditors.

Real Estate

Studio Space Rental Agreement

Free studio space rental agreement template for renting a photography, art, music, or dance studio by the hour, day, or month.

Real Estate

Assignment of Commercial Lease

Free assignment of commercial lease template — a commercial tenant transfers their entire remaining lease interest to a new business tenant.

Real Estate

Commercial Warranty Deed

Free commercial warranty deed template — the seller guarantees clear title when transferring ownership of a commercial property.

Real Estate

Beneficiary Deed (Transfer on Death Deed)

Free beneficiary deed (transfer on death deed) template — transfers real property to a named beneficiary automatically upon the owner's death, avoiding probate.

Real Estate

Farm Lease Agreement

Free farm lease agreement template for leasing agricultural land, covering rent structure, permitted uses, and land stewardship.

Real Estate

Subdivision Development Agreement

Free subdivision development agreement template between a developer and a municipality, covering infrastructure obligations for a new residential subdivision.

Real Estate

Garage Lease

Free garage lease template for renting a standalone garage or storage garage space, separate from a residential lease.

Real Estate

Tenants in Common Agreement

Free tenants in common agreement template — co-owners of real property document their respective shares, responsibilities, and exit rights.

Real Estate

Affidavit of Title

Free affidavit of title template — a property seller swears to facts about the title's condition, commonly required by a title company before closing.

Real Estate

Condominium Declaration

Free condominium declaration template — the foundational legal document establishing a condominium regime, unit boundaries, and common elements.

Real Estate

Real Estate Buyer's Broker Agreement

Free buyer's broker agreement template — a homebuyer engages a real estate agent to represent their interests in finding and purchasing a property.

Real Estate

Estoppel Certificate

Free estoppel certificate template — a tenant, borrower, or party to an agreement confirms the current status of that agreement, commonly required before a property sale, refinance, or lease assignment.

Real Estate

Site Plan Review Checklist

Free site plan review checklist template for a municipality or developer confirming a proposed site plan meets zoning and development requirements.

Real Estate

Environmental Indemnity Agreement

Free environmental indemnity agreement template — a borrower or property owner agrees to indemnify a lender against environmental liabilities on financed property.

Real Estate

Lead Paint Disclosure Statement

Free lead-based paint disclosure statement template — federally required for the sale or lease of most housing built before 1978.

Real Estate

Open-End Mortgage Deed

Free open-end mortgage deed template — secures a line of credit or future advances against real property, rather than a single fixed loan amount.

Real Estate

Nondisturbance and Attornment Agreement

Free subordination, nondisturbance, and attornment agreement (SNDA) template — protects a commercial tenant's lease if the landlord's lender forecloses.

Real Estate

Vacation Rental Checklist

Free vacation rental checklist template for hosts preparing a short-term rental property between guest stays.

Real Estate

Land Use Restriction Agreement

Free land use restriction agreement template — a property owner agrees to permanent or long-term limits on how a parcel of land may be used, often in exchange for a benefit like tax credits.

Real Estate

Commercial Tenant Improvement Construction Contract

Free tenant improvement (TI) construction contract template — a landlord or tenant hires a contractor to build out leased commercial space to the tenant's specifications.

Real Estate

Property Line Adjustment Agreement

Free property line (lot line) adjustment agreement template — adjacent property owners agree to shift a shared boundary line between their parcels.

Real Estate

Qualified Exchange Accommodation Agreement

Free qualified exchange accommodation agreement template — used in a reverse 1031 like-kind exchange, where an accommodation titleholder holds property temporarily to preserve tax deferral.

Real Estate

Mutual Termination of Lease Agreement

Free mutual lease termination agreement template — landlord and tenant agree together to end a lease before its scheduled expiration date.

Real Estate

Surface Use Lease

Free surface use lease template — a landowner grants an oil, gas, or mineral rights holder access to the surface of the property for extraction operations.

Real Estate

Raw Land Contract

Free raw land purchase contract template for buying or selling undeveloped, vacant land.

Real Estate

Percentage Lease

Free percentage lease template — a retail tenant pays base rent plus a percentage of gross sales above a specified threshold, common in shopping centers.

Real Estate

Conditional Waiver and Release Upon Progress Payment

Free conditional waiver and release template — a contractor waives lien rights for a progress payment, effective only once that payment actually clears.

Real Estate

Seller's Closing Certificate

Free seller's closing certificate template — confirms at closing that the seller's representations remain true and all closing conditions have been satisfied.

Real Estate

Party Wall Agreement

Free party wall agreement template — adjoining property owners document rights and responsibilities for a shared wall on their boundary line.

Real Estate

Owner-Builder Statement/Affidavit

Free owner-builder statement/affidavit template — a property owner acting as their own general contractor certifies this status, often required to obtain a building permit without a licensed contractor.

Real Estate

Roof Inspection Checklist

Free roof inspection checklist template for a home inspector, roofer, or property manager evaluating a roof's condition.

Real Estate

Declaration of Covenants, Conditions & Restrictions (CC&Rs)

Free CC&Rs template — a declaration of covenants, conditions, and restrictions that governs use of property in a community or HOA.

Real Estate

General Warranty Deed

Free general warranty deed template for transferring residential real estate, with the seller's full guarantee of clear title.

Finance

Finance

Simple Promissory Note

Free promissory note template for a personal or business loan — documents the amount, repayment terms, and interest (if any).

Finance

Expense Reimbursement Request

Free expense reimbursement request template for employees or contractors submitting business expenses for repayment.

Finance

Purchase Order

Free purchase order template for ordering goods or services from a supplier, with itemized costs.

Finance

Income Statement

Free income statement (profit & loss) template for tracking revenue, expenses, and net income over a period.

Finance

Expense Report

Free expense report template for tracking and submitting business expenses over a period.

Finance

Cash Flow Statement

Free cash flow statement template tracking cash in and out of the business over a period.

Finance

Commercial Invoice

Free commercial invoice template for international shipments — the customs-required version of a standard invoice.

Finance

Security Agreement

Free security agreement template — pledges collateral to secure a loan or other obligation.

Finance

Credit Card Authorization Form

Free credit card authorization form template for a customer to approve a one-time or recurring charge.

Finance

Payment Plan Agreement

Free payment plan agreement template — a signed document (not just an email) documenting an installment arrangement for an unpaid balance.

Finance

Proforma Invoice

Free proforma invoice template — a preliminary bill of sale sent before goods/services are delivered, common in international trade.

Finance

Credit Application

Free credit application template for a business extending trade credit (e.g. Net 30 terms) to a new customer.

Finance

Personal Financial Statement

Free personal financial statement template — assets, liabilities, and net worth, often required for a loan application.

Finance

Collection Letter

Free formal collection letter template — printable business-letter format for a seriously overdue invoice.

Finance

Securities Purchase Agreement

Free securities purchase agreement template outline for a startup raising money by selling shares or notes to an investor.

Finance

Convertible Promissory Note

Free convertible promissory note template — startup debt that converts into equity in a future financing round.

Finance

Project Budget

Free project budget template for estimating and tracking costs against a project plan.

Finance

Personal Loan Agreement

Free personal loan agreement template for lending money to a friend or family member, in writing.

Finance

Loan Agreement

Free general loan agreement template for a business or personal loan, more detailed than a simple promissory note.

Finance

Commitment Letter

Free loan commitment letter template — a lender's written commitment to provide financing, subject to conditions.

Finance

Hardship Letter

Free hardship letter template for requesting a payment plan, loan modification, or fee waiver due to financial hardship.

Finance

Promissory Note Extension Agreement

Free promissory note extension agreement template — extends the repayment deadline on an existing loan.

Finance

Tax Invoice

Free tax invoice template — includes the tax breakdown (VAT/GST/sales tax) required in many countries for a compliant invoice.

Finance

Warrant to Purchase Common Stock

Free stock warrant template — gives the holder the right to purchase company shares at a fixed price within a set period.

Finance

Payment Request

Free payment request template for requesting a payment or reimbursement, internally or from a client.

Finance

Loan Modification Agreement

Free loan modification agreement template — changes the terms of an existing loan (rate, payment, or term) by mutual agreement.

Finance

Employee Stock Option Plan (ESOP) Outline

Free employee stock option plan outline — the structure for granting equity to employees at a startup.

Finance

Personal Monthly Budget

Free personal monthly budget template for tracking income and expenses.

Finance

Forbearance Agreement

Free forbearance agreement template — a lender/creditor temporarily agrees not to pursue collection or default remedies.

Finance

Sales Receipt

Free sales receipt template for confirming a completed, already-paid sale.

Finance

Letter of Guarantee

Free letter of guarantee template — one party guarantees payment or performance of another party's obligation.

Finance

Investor Agreement

Free investor agreement outline template — sets the terms for an individual investing money into a business.

Finance

Investment Proposal

Free investment proposal template for presenting an investment opportunity to potential investors.

Finance

Equity Incentive Plan Outline

Free equity incentive plan outline — the broader structure for granting stock options, RSUs, and other equity awards to employees.

Finance

Private Placement Memorandum (PPM) Outline

Free PPM outline — the section structure used to offer securities to investors in a private (non-public) offering.

Finance

Financial Projections

Free financial projections template for a business plan or investor pitch — revenue, expenses, and cash flow forecasts.

Finance

Balance Sheet

Free balance sheet template showing a company's assets, liabilities, and equity at a point in time.

Finance

Restricted Stock Unit (RSU) Agreement

Free RSU agreement template — grants an employee the right to receive company shares once vesting conditions are met.

Finance

Budget Narrative

Free budget narrative template explaining and justifying each line item in a grant or project budget.

Finance

Account Statement

Free account statement template summarizing a customer's transaction history and balance over a period.

Finance

Direct Deposit Authorization Form

Free direct deposit authorization form template for an employee to set up payroll direct deposit.

Finance

Debt Settlement Agreement

Free debt settlement agreement template — creditor agrees to accept a reduced lump-sum payment to fully resolve a debt.

Finance

Budget Justification

Free budget justification template — explains why each proposed expense is necessary, commonly used in grant applications.

Finance

Stock Transfer Form

Free stock transfer form template for transferring shares of a private company from one shareholder to another.

Finance

Gift Letter (Mortgage Down Payment)

Free gift letter template confirming that mortgage down payment funds are a genuine gift, not a loan, for the lender's file.

Finance

College Student Budget

Free budget template for a college student managing tuition, living expenses, and limited income.

Finance

Deposit Receipt

Free deposit receipt template confirming a partial payment received toward a larger purchase or booking.

Finance

Bank Guarantee

Free bank guarantee outline template — a bank's commitment to cover a customer's obligation if they default.

Finance

Employee Stock Ownership Plan (ESOP) Outline

Free ESOP outline — a retirement plan structure where employees gain beneficial ownership in the company over time.

Finance

Credit Memo

Free credit memo template for issuing a customer credit against a previous invoice — for a return, overcharge, or adjustment.

Finance

Sales Order Form

Free sales order form template confirming an order's details before it's processed and invoiced.

Finance

Statement of Charges

Free statement of charges template itemizing fees or costs billed to a client or account.

Finance

Payslip

Free payslip (pay stub) template showing an employee's earnings, deductions, and net pay for a period.

Finance

Merchant Processing Agreement

Free merchant processing agreement outline — the terms a business agrees to when signing up to accept card payments through a processor.

Finance

Bank Reconciliation Statement

Free bank reconciliation template for matching your accounting records against your bank statement.

Finance

Account Closure Request Form

Free account closure request form template for a customer requesting their account be closed.

Finance

Installment Promissory Note

Free installment promissory note template — a loan repaid in a fixed number of scheduled payments.

Finance

Payoff Letter

Free payoff letter template confirming the exact amount needed to fully pay off a loan.

Finance

Travel Voucher Form

Free travel voucher form template for requesting advance funds or reimbursement for business travel.

Finance

Standing Order Mandate

Free standing order mandate template — authorizes a bank to make automatic recurring payments from an account.

Finance

Investment Advisory Agreement

Free investment advisory agreement outline between a registered investment adviser and a client.

Finance

Letter of Comfort

Free letter of comfort template — a parent company provides assurance (short of a full guarantee) supporting a subsidiary's obligations.

Finance

Payment Schedule

Free payment schedule template for laying out installment amounts and due dates for a project or purchase.

Finance

Collection Agreement

Free collection agreement template — a creditor engages a collection agency to pursue an unpaid debt for a contingency fee.

Finance

Mileage Reimbursement Form

Free mileage reimbursement form template for an employee claiming reimbursement for business use of their personal vehicle.

Finance

Loan Amortization Schedule

Free loan amortization schedule template breaking down each payment into principal and interest over the life of a loan.

Finance

Contribution Agreement

Free contribution agreement template — documents an owner or partner contributing cash, property, or services to a business.

Finance

Receivables Sale Agreement (Invoice Factoring)

Free receivables sale (factoring) agreement outline — a business sells its unpaid invoices to a factor for immediate cash.

Finance

Guarantee Agreement

Free guarantee agreement template — a full contract where one party guarantees another's debt or performance obligation.

Finance

Personal Loan Application

Free personal loan application form template for someone requesting a loan from a private lender or family member.

Finance

Small Business Loan Application

Free small business loan application checklist and form — the information a lender typically requests.

Finance

Investment Policy Statement

Free investment policy statement template — documents an organization's or individual's investment goals, risk tolerance, and guidelines.

Finance

Schedule of Real Estate Owned (REO)

Free schedule of real estate owned template — lists all properties an individual or entity owns, often required for a loan application.

Finance

Asset Depreciation Schedule

Free asset depreciation schedule template tracking the declining book value of business assets over time.

Finance

Progress Payment Invoice

Free progress payment invoice template for billing a percentage of a project as work is completed, common in construction.

Finance

Irrevocable Standby Letter of Credit

Free standby letter of credit outline — a bank's commitment to pay a beneficiary if the applicant fails to perform an obligation.

Finance

Merchant Card Processing Application

Free merchant card processing application — the information a payment processor typically requests to set up a new merchant account.

Finance

Compliance Certificate

Free compliance certificate template — a borrower confirms to a lender that loan covenants are currently being met.

Finance

Bank Confirmation Letter

Free bank confirmation letter template — a bank confirms account balances or credit facilities for an auditor or third party.

Finance

Audit Engagement Letter

Free audit engagement letter template — an auditor's formal agreement with a client defining the scope and terms of an audit.

Finance

Promissory Note Assignment

Free promissory note assignment template — transfers a lender's right to receive payment under an existing note to a new party.

Finance

Capital Expenditure Request Form

Free capital expenditure request form template for proposing and approving a major equipment or asset purchase.

Finance

Travel Expense Report

Free travel expense report template for employees to itemize and submit business travel costs for reimbursement.

Finance

Mortgage Application Checklist

Free mortgage application checklist template for organizing the documents a lender typically requires before applying for a home loan.

Finance

Direct Debit Authorization Form

Free direct debit authorization form template — a customer authorizes a business to automatically debit their bank account for recurring payments.

Finance

Risk Disclosure Statement

Free risk disclosure statement template for informing a client or investor of the risks associated with a financial product or investment.

Finance

Line of Credit Agreement

Free line of credit agreement template — a lender extends a revolving credit facility that a borrower can draw against as needed.

Finance

Credit Bureau Dispute Letter

Free credit bureau dispute letter template for disputing inaccurate information on a credit report.

Finance

Notice of Dishonored (Bad) Check

Free notice of dishonored check template — formally demands payment after a check bounces, often a required step before pursuing bad-check charges.

Finance

Salary Deferral Agreement

Free salary deferral agreement template — an employee agrees to defer part of their compensation to a later date, common at early-stage startups.

Finance

Household Budget Template

Free household budget template for tracking monthly income, expenses, and savings for a family or household.

Finance

Royalty Statement

Free royalty statement template for reporting sales/usage and royalty payments owed to an author, artist, or licensor.

Finance

Financial Services Agreement

Free financial services agreement template for a firm providing advisory, bookkeeping, or financial management services to a client.

Finance

Statement of No Loss

Free statement of no loss template — an insurance applicant certifies no loss or damage has occurred to the insured property since the quote was issued.

Finance

Vehicle Damage Estimate Form

Free vehicle damage estimate form template for documenting the estimated cost to repair damage to a vehicle after an accident.

Finance

Share Certificate

Free share certificate template — documents a shareholder's ownership of a specific number of shares in a corporation.

Finance

Bank Account Closure Letter

Free bank account closure letter template for formally requesting a bank to close an account.

Finance

Bad Debt Write-Off Policy

Free bad debt write-off policy template establishing when and how a company writes off uncollectible accounts receivable.

Finance

Wire Transfer Authorization Form

Free wire transfer authorization form template for internally approving an outgoing wire transfer before it's sent.

Finance

Loan Participation Agreement

Free loan participation agreement template — a lead lender sells a portion of a loan to one or more participating lenders.

Finance

Mortgage Hardship Affidavit

Free mortgage hardship affidavit template — a borrower documents financial hardship when requesting a loan modification from their lender/servicer.

Finance

Assignment of Insurance Policy

Free assignment of insurance policy template — transfers a policyholder's rights and benefits under an insurance policy to another party.

Finance

Financial Disclosure Statement

Free financial disclosure statement template — a comprehensive statement of a person's assets, liabilities, income, and expenses, often used in divorce or litigation.

Finance

Cash Flow Forecast

Free cash flow forecast template for projecting a business's expected cash inflows and outflows over upcoming periods.

Finance

Commercial Credit Application

Free commercial credit application template for a business requesting trade credit terms from a supplier or vendor.

Finance

Subcontractor Payment Application

Free subcontractor payment application template for requesting payment for completed work on a construction project.

Finance

Consumer Loan Agreement

Free consumer loan agreement template for a personal loan between a lender and an individual borrower.

Finance

Expenses Claim Form

Free expenses claim form template for an employee to itemize and submit out-of-pocket business expenses for reimbursement.

Finance

Credit Card Agreement

Free credit card agreement template outlining the terms for a company-issued or store credit card, including rates, fees, and payment terms.

Finance

Notice of Unpaid Invoice

Free notice of unpaid invoice template — an early, professional reminder that an invoice is past due, before escalating to a formal demand letter.

Finance

Request for Credit Report

Free request for credit report template — a business formally requests a consumer or commercial credit report with proper authorization.

Finance

Structured Settlement Agreement

Free structured settlement agreement template — outlines periodic payments made to settle a legal claim, instead of a single lump sum.

Finance

Honorarium Request Form

Free honorarium request form template for requesting a one-time payment to a guest speaker or volunteer, without them being classified as an employee.

Finance

Accounting Services Agreement

Free accounting services agreement template for an accountant or bookkeeping firm providing ongoing services to a business client.

Finance

Certificate of Income

Free certificate of income template — an employer certifies an employee's income, commonly needed for a loan, visa, or rental application.

Finance

Loan Assumption Agreement

Free loan assumption agreement template — a new borrower takes over responsibility for an existing loan from the original borrower, with the lender's consent.

Finance

Business Loan Agreement

Free business loan agreement template for a term loan between a lender and a business borrower, with a fixed repayment schedule.

Finance

Proof of Funds Letter

Free proof of funds letter template — a bank confirms an account holder has sufficient funds available, commonly required for a real estate offer or large purchase.

Finance

Petty Cash Form

Free petty cash form template for tracking small cash disbursements from an office petty cash fund.

Finance

Payment Authorization Form

Free payment authorization form template for a customer to authorize a one-time or recurring charge to their card or account.

Finance

Membership Interest Pledge Agreement

Free membership interest pledge agreement template — an LLC member pledges their ownership interest as collateral for a loan.

Finance

Disclosure Notice: Right of Rescission

Free right of rescission disclosure notice template — informs a consumer of their legal right to cancel certain loan or credit transactions within a set period.

Finance

Introducing Broker Agreement

Free introducing broker agreement template — an introducing broker refers clients to a larger financial firm (like a futures or forex broker) in exchange for a share of fees.

Finance

Internal Control Questionnaire

Free internal control questionnaire template used by auditors or finance teams to assess the strength of a company's financial controls.

Finance

Debt Collection Services Agreement

Free debt collection services agreement template between a business and a third-party collection agency hired to recover unpaid debts.

Finance

Deferred Compensation Plan

Free deferred compensation plan template — allows an eligible employee to defer a portion of their compensation to a future date, typically for tax planning purposes.

Finance

Statement of Earnings (Pay Stub)

Free statement of earnings / pay stub template documenting an employee's gross pay, deductions, and net pay for a pay period.

Finance

Auto Lease Agreement

Free auto lease agreement template for leasing a vehicle, covering monthly payments, mileage limits, and end-of-lease terms.

Finance

Notice of Private Sale of Collateral

Free notice of private sale of collateral template — a secured creditor notifies a defaulting debtor before privately selling repossessed collateral.

Finance

Family Loan Agreement

Free family loan agreement template for documenting a loan between family members, keeping the arrangement clear for both sides.

Finance

Tax Representation Letter

Free tax representation letter template — a client certifies to their accountant that the information provided for tax preparation is complete and accurate.

Finance

Assignment of Limited Partnership Interest

Free assignment of limited partnership interest template — a limited partner transfers their partnership interest to another party.

Finance

Participating Merchant Agreement

Free participating merchant agreement template — a merchant agrees to join a payment network, loyalty program, or marketplace platform.

Finance

Business Loan Checklist

Free business loan checklist template for organizing the documents typically required when applying for a business loan.

Finance

Surety Bond Guarantee Agreement

Free surety bond guarantee (indemnity) agreement template — a principal and any indemnitors agree to reimburse a surety company for any bond claims paid out.

Finance

Good Faith Estimate

Free good faith estimate template — a service provider gives a client an upfront estimate of expected charges before treatment or work begins.

Finance

Related Party Transactions Checklist

Free related party transactions checklist template for identifying, disclosing, and approving transactions between a company and its insiders.

Finance

Repossession Services Agreement

Free repossession services agreement template between a lender and a repossession agency for recovering collateral after a loan default.

Finance

Seller Agreement to Repurchase

Free seller agreement to repurchase template — a seller agrees to buy back sold goods or an asset under specified future conditions.

Finance

Assignment of Deposit

Free assignment of deposit template — a depositor assigns their rights to a bank account or certificate of deposit as collateral for a loan.

Finance

Deposit Account Security and Control Agreement

Free deposit account control agreement (DACA) template — a bank agrees to follow a lender's instructions regarding a borrower's deposit account pledged as collateral.

Finance

Indemnity Bond

Free indemnity bond template — a party agrees to compensate another for a specific loss or liability, such as a lost document or title.

Finance

Insurance Cancellation Letter

Free insurance cancellation letter template for formally requesting cancellation of an insurance policy.

Finance

Factoring Agreement

Free invoice factoring agreement template — a business sells its outstanding invoices to a factoring company for immediate cash.

Finance

Payday Loan Agreement

Free payday loan agreement template — a short-term, high-cost loan repaid from the borrower's next paycheck.

Finance

Profit Sharing Agreement

Free profit sharing agreement template — a business shares a defined percentage of profits with employees, partners, or another party.

Finance

Shareholder Loan Agreement

Free shareholder loan agreement template — a shareholder lends money to their own corporation, or vice versa, on documented terms.

Finance

Fraudulent Billing and Fraud Prevention Policy

Free fraud prevention policy template establishing how a company detects, reports, and responds to billing fraud and other financial fraud risks.

Finance

Merchant Cash Advance Agreement

Free merchant cash advance agreement template — a funder purchases a fixed amount of a business's future receivables in exchange for an upfront lump sum.

Finance

Loan Broker Commission Agreement

Free loan broker commission agreement template — a lender pays a broker a commission for referring and originating loans.

Finance

Auto Title Loan Agreement

Free auto title loan agreement template — a short-term loan secured by the borrower's vehicle title.

Finance

Loan Purchase and Sale Agreement

Free loan purchase and sale agreement template — a lender sells an existing loan or note portfolio to a buyer.

Finance

Offering Memorandum

Free offering memorandum template — a private placement document describing an investment opportunity and its risks to prospective investors.

Finance

Investment Club Partnership Agreement

Free investment club partnership agreement template — a group of individuals pool money to invest together, documenting contributions, decisions, and profit sharing.

Finance

Bridge Loan Agreement

Free bridge loan agreement template — a short-term loan that provides interim financing until permanent financing or a sale closes.

Finance

Investment Contribution Agreement

Free investment contribution agreement template — an investor agrees to contribute capital to a business in exchange for an ownership interest.

Finance

Intercreditor Agreement

Free intercreditor agreement template — establishes the relative priority and rights between two or more lenders holding liens on the same borrower's assets.

Finance

Roth IRA Custodial Agreement

Free Roth IRA custodial agreement template — establishes a Roth IRA account under the terms required by IRS regulations, with a custodian holding assets on the account owner's behalf.

Finance

Stock Escrow Agreement

Free stock escrow agreement template — shares are held by a neutral escrow agent pending satisfaction of a condition, such as a vesting schedule or acquisition holdback.

Finance

Investors' Registration Rights Agreement

Free registration rights agreement template — gives investors the right to require a company to register their shares for public sale, typically negotiated alongside a financing round.

Finance

Online Banking Agreement and Disclosure

Free online banking agreement and disclosure template — a bank's terms governing a customer's use of its online and mobile banking services.

Finance

Bank Guarantee for Bid Bond

Free bank guarantee for bid bond template — a bank guarantees payment to an owner/buyer if a bidder wins a contract but fails to sign or perform.

Finance

Viatical Settlement Agreement

Free viatical settlement agreement template — a terminally or chronically ill life insurance policyholder sells their policy to a third party for a lump-sum cash payment.

Finance

Stockholders' Redemption Agreement

Free stock redemption agreement template — a corporation buys back shares from one or more of its own stockholders.

Finance

Phantom Stock Agreement

Free phantom stock agreement template — an employee receives a cash bonus tied to the company's share value, without receiving actual equity or ownership.

Finance

Sales Tax Exemption Certificate

Free sales tax exemption certificate template — a buyer certifies to a seller that a purchase qualifies for exemption from sales tax, such as for resale.

Finance

Guarantee and Postponement of Claim

Free guarantee and postponement of claim template — a guarantor (often a shareholder) guarantees a company's debt and agrees their own claims against the company rank behind the lender's.

Finance

Advance Payment Guarantee

Free advance payment guarantee template — a bank guarantees repayment of an advance payment if the contractor fails to deliver the goods or services paid for in advance.

Finance

Construction Loan Disbursement Agreement

Free construction loan disbursement agreement template — establishes how a lender releases construction loan funds to a borrower as work progresses.

Finance

Underwriting of Shares Agreement

Free share underwriting agreement template — an underwriter agrees to purchase or arrange the sale of a company's shares in connection with a securities offering.

Finance

Stock Purchase Agreement

Free stock purchase agreement template for buying or selling shares of a private company — covers purchase price, representations, and closing conditions.

Finance

Stock Option Agreement

Free stock option agreement template for granting an individual employee or contractor stock options under a company's equity plan.

Finance

Fiscal Policy

Free fiscal policy template — set clear rules for spending approval, reimbursements, and financial oversight at a small business or nonprofit.

Finance

Commercial Letter of Credit

Free commercial letter of credit template — a bank's payment undertaking to a seller once shipping documents for an international sale are presented.

Finance

Employee Stock Purchase Plan (ESPP) Outline

Free employee stock purchase plan outline — let employees buy company stock at a discount through payroll deductions during set offering periods.

Finance

Structured Settlement Purchase Agreement

Free structured settlement purchase agreement template — a factoring company buys a payee's future settlement payments for a lump sum, subject to court approval.

Finance

Service Invoice

Free service invoice template for freelancers and consultants billing clients for hours or project work, with totals and terms.

Finance

Profit and Loss Statement

Free profit and loss statement template summarizing revenue, expenses, and net profit for a small business over a set period.

Finance

Subordination Agreement

Free subordination agreement template where one lienholder agrees their claim ranks behind another lender's, commonly used in refinancing.

HR

HR

Employee Offer Letter

Free job offer letter template covering role, compensation, start date, and standard at-will/contingency language.

HR

Employee Written Warning / Disciplinary Notice

Free written warning template for documenting a performance or conduct issue as part of a formal disciplinary process.

HR

Employment Agreement

Free employment agreement template covering role, pay, benefits, and termination terms for a new hire.

HR

Cover Letter

Free cover letter template for a job application — structured to highlight fit without repeating your resume.

HR

Employee Handbook Outline

Free employee handbook outline template — the section structure a small business needs to get started.

HR

Resignation Letter

Free resignation letter template — a short, professional letter giving notice you're leaving a job.

HR

Letter of Recommendation

Free letter of recommendation template for a former employee, student, or colleague.

HR

Severance Agreement

Free severance agreement template for an employee departure, including severance pay and release of claims.

HR

Sales Compensation Plan

Free sales compensation plan template — base pay, commission structure, and quota for a sales role.

HR

Performance Improvement Plan (PIP)

Free performance improvement plan template documenting specific performance gaps, expectations, and a review timeline.

HR

Incident Report

Free incident report template for documenting a workplace injury, accident, or safety incident.

HR

Job Description

Free job description template for a job posting or internal role definition.

HR

Letter of Appointment

Free letter of appointment template — formally confirming someone's appointment to a role, board, or position.

HR

Letter of Interest

Free letter of interest template for reaching out about a job opportunity that hasn't been posted.

HR

Medical History Form

Free medical history form template for a new patient, camp, or program requiring health background.

HR

Character Reference Letter

Free character reference letter template — vouches for someone's personal character, for court, housing, or another personal context.

HR

Experience Certificate

Free experience certificate template — confirms an employee's role, dates of employment, and responsibilities.

HR

Employment Verification Letter

Free employment verification letter template confirming someone's job, salary, and tenure — often for a loan or lease application.

HR

Performance Appraisal Form

Free performance appraisal form template for a regular employee performance review.

HR

Interview Guide

Free interview guide template for structuring consistent, fair candidate interviews.

HR

Request for Leave of Absence

Free leave of absence request template for an employee requesting extended time off.

HR

New Employee Checklist

Free new employee onboarding checklist template covering paperwork, access, and first-week setup.

HR

Self-Evaluation Report

Free self-evaluation template for an employee to assess their own performance ahead of a review.

HR

Professional Development Plan

Free professional development plan template for an employee's skill-building and career growth goals.

HR

Rejection Letter

Free candidate rejection letter template for informing an applicant they were not selected for a role.

HR

Training Plan

Free training plan template for onboarding a new employee or rolling out a new skill/process to a team.

HR

Time Off Request Form

Free time off request form template for an employee requesting vacation or personal days.

HR

Employment Termination Letter

Free employer-issued termination letter template confirming the end of an employee's employment.

HR

Employee Exit Checklist

Free employee offboarding checklist template — access removal, equipment return, and knowledge transfer.

HR

Internship Proposal

Free internship proposal template outlining role, responsibilities, and learning objectives for an intern position.

HR

Internship Application

Free internship application form template for candidates applying to an internship program.

HR

HR Audit Checklist

Free HR audit checklist template for reviewing whether HR policies and practices are compliant and up to date.

HR

Timesheet

Free timesheet template for tracking hours worked, by day or by project.

HR

Behavior Contract

Free behavior contract template — a written agreement on specific behavior expectations and consequences, for a child, student, or employee.

HR

Corrective Action Form

Free corrective action form template for documenting a workplace issue and the steps taken to fix it.

HR

Social Media Policy

Free social media policy template for employees — what's OK and not OK to post about work online.

HR

Telecommuting (Remote Work) Agreement

Free telecommuting agreement template setting expectations for an employee working remotely.

HR

Emergency Contact Form

Free emergency contact form template for collecting who to reach in a medical or urgent situation.

HR

Cell Phone Policy

Free cell phone / BYOD policy template for employee personal device use at work.

HR

Reference Letter Consent Form

Free consent form template for a candidate to authorize an employer to contact their references.

HR

Bio Data Form

Free bio data form template — a structured personal/professional background form, common for job or matrimonial applications internationally.

HR

Relocation Letter

Free relocation letter template offering an employee assistance and terms for a job-related move.

HR

Nanny Application

Free nanny/childcare application form template for screening candidates for household childcare.

HR

Email Policy

Free company email policy template — acceptable use, security expectations, and monitoring for employee email.

HR

Attendance Report

Free attendance report template for tracking employee or participant attendance over a period.

HR

Safeguarding Policy

Free safeguarding policy template for an organization working with children or vulnerable adults.

HR

Travel Policy

Free company travel policy template covering booking, expenses, and approval for business travel.

HR

Employee Information Form

Free employee information form template for collecting a new hire's essential details for HR and payroll records.

HR

Letter of Recommendation Request

Free template for asking someone to write you a letter of recommendation, with the context they need to write a strong one.

HR

Internship Agreement

Free internship agreement template — the formal terms between an intern and the organization hosting them.

HR

Family Child Care Policy

Free family child care policy template for a home-based daycare provider's rules and procedures.

HR

Jury Duty Policy

Free jury duty policy template outlining an employer's approach to employees called for jury service.

HR

Reinstatement Letter

Free reinstatement letter template — requesting or confirming reinstatement of employment, a license, or an account.

HR

Job Posting Template

Free job posting template for writing an effective, compliant job listing to attract candidates.

HR

Retention Agreement

Free retention agreement template — offers a key employee a bonus to stay through a critical period, such as an acquisition.

HR

Applicant Information Release

Free applicant information release form — a job candidate authorizes a background check and information verification.

HR

Letter of Intent to Dismiss

Free letter of intent to dismiss template — notifies an employee that termination is being considered, before a final decision.

HR

Salary Reduction Agreement

Free salary reduction agreement template — documents an employee's agreed reduction in pay, e.g. for a retirement contribution or cost-saving measure.

HR

Device Security Policy

Free device security policy template covering laptops, phones, and other company or personal devices used for work.

HR

Wellness Policy

Free workplace wellness policy template outlining an employer's health and wellbeing programs for employees.

HR

Redundancy Policy

Free redundancy (layoff) policy template outlining the process and support for eliminating positions due to business need.

HR

Key Employee Agreement

Free key employee agreement template — special terms (retention, non-compete, severance) for an employee critical to the business.

HR

Employee Confidentiality Agreement

Free employee confidentiality agreement template — an ongoing obligation not to disclose the employer's trade secrets and confidential information.

HR

Doctor's Note

Free doctor's note template for excusing an absence from work or school for medical reasons.

HR

Final Warning Before Dismissal

Free final written warning template — the last documented step before termination in a progressive discipline process.

HR

New Hire Welcome Letter

Free new hire welcome letter template — sent after the offer is accepted, ahead of their first day.

HR

Letter of Acceptance of Resignation

Free letter template for an employer formally acknowledging and accepting an employee's resignation.

HR

Expenses Policy

Free employee expenses policy template covering what's reimbursable and how to submit expense claims.

HR

Food and Drink Policy

Free food and drink policy template for a workplace — rules for eating, drinks, and kitchen/break area use.

HR

Request for Raise

Free request for raise template — an employee formally asks their manager for a salary increase.

HR

Vacation Policy

Free vacation/PTO policy template outlining how paid time off accrues, is requested, and is paid out.

HR

Workers' Compensation Policy

Free workers' compensation policy template explaining an employer's coverage and the process for reporting a workplace injury.

HR

Fraternization Policy

Free fraternization (workplace dating) policy template addressing romantic relationships between coworkers, especially across reporting lines.

HR

Pay Increase Letter

Free pay increase letter template — an employer formally notifies an employee of a salary increase.

HR

Job Offer Acceptance Letter

Free job offer acceptance letter template — a candidate formally accepts a job offer in writing.

HR

Employee Performance Review

Free employee performance review template for a manager to evaluate an employee's performance over a review period.

HR

Company Vehicle Use Policy

Free company vehicle use policy template covering who can drive company vehicles, permitted use, and accident procedures.

HR

Anti-Bullying Policy

Free anti-bullying policy template for a workplace, school, or organization — defines bullying and the reporting/response process.

HR

Absence Excuse Form

Free absence excuse form template for an employee or student to document the reason for an absence.

HR

Statement of Employment Terms

Free statement of employment terms template — a written summary of an employee's core terms of employment, as required in some jurisdictions.

HR

Employee Grievance Form

Free employee grievance form template for an employee to formally raise a workplace complaint or concern.

HR

Employment Contract Renewal Letter

Free employment contract renewal letter template for extending a fixed-term employment contract.

HR

FCRA Adverse Action Notice

Free FCRA adverse action notice template — notifies a job applicant they were not selected based in part on a background check.

HR

Employee Relocation Checklist

Free employee relocation checklist template for coordinating an employee's move for a new job assignment.

HR

Letter of Reprimand

Free letter of reprimand template — a formal, documented correction for a specific workplace issue, earlier in the disciplinary process than a final warning.

HR

Job Requisition Form

Free job requisition form template for a hiring manager to formally request approval to open a new position.

HR

Employee Physical Form

Free employee physical exam form template for documenting a pre-employment or job-related medical fitness evaluation.

HR

Salary Schedule

Free salary schedule template — documents pay ranges or steps for each position or grade level within an organization.

HR

Retention Bonus Agreement

Free retention bonus agreement template — a company offers a bonus to an employee for staying through a specific date or event.

HR

Maternity Leave Letter

Free maternity leave letter template for an employee formally notifying their employer of upcoming maternity leave.

HR

Employee Separation Agreement

Free employee separation agreement template — documents the terms of an employee's departure, often including severance in exchange for a release of claims.

HR

Employment Application Form

Free employment application form template for collecting a job candidate's information during the hiring process.

HR

Grievance Policy

Free grievance policy template establishing the formal process employees use to raise and resolve workplace concerns.

HR

Promotion Letter

Free promotion letter template for formally notifying an employee of their promotion to a new role.

HR

Mentoring Partnership Agreement

Free mentoring partnership agreement template establishing expectations between a mentor and mentee in a formal mentoring program.

HR

Personnel Action Form

Free personnel action form template for documenting HR changes such as a hire, promotion, transfer, pay change, or termination.

HR

Harassment Policy

Free workplace harassment policy template covering sexual harassment and harassment based on any legally protected characteristic, with a reporting process.

HR

Externship Agreement

Free externship agreement template between a company/organization, a student, and their academic institution for a short-term, typically unpaid, learning placement.

HR

Family and Medical Leave Form

Free family and medical leave request form template for an employee to request job-protected leave for a serious health condition or family need.

HR

Smoking Policy

Free workplace smoking policy template establishing where smoking (including vaping) is and isn't permitted on company property.

HR

Dress Code Policy

Free workplace dress code policy template establishing expected attire standards for employees.

HR

Show Cause Letter

Free show cause letter template — an employer asks an employee to explain specific conduct before deciding on disciplinary action.

HR

Pre-Employment Drug Screening Consent Form

Free pre-employment drug screening consent form template — a job applicant consents to a drug test as a condition of employment.

HR

Alcohol Policy

Free workplace alcohol policy template covering alcohol consumption at work, company events, and business entertainment.

HR

Overtime Policy

Free overtime policy template establishing when overtime work is authorized and how it's compensated for non-exempt employees.

HR

Disciplinary Policy

Free employee disciplinary policy template establishing a progressive discipline process for addressing performance or conduct issues.

HR

Employee Discipline Form

Free employee discipline form template for documenting a specific disciplinary action taken against an employee.

HR

Vacation Cash-Out Agreement

Free vacation cash-out agreement template — an employee elects to receive cash payment for a portion of their unused accrued vacation time.

HR

Employee Reference Letter

Free employee reference letter template — an employer provides a factual reference for a former employee's job performance and conduct.

HR

Retirement Policy

Free retirement policy template outlining a company's retirement benefits, eligibility, and transition process for retiring employees.

HR

Service Animal Policy

Free service animal policy template for a business or housing provider addressing service animals and reasonable accommodation requests.

HR

Code of Conduct Receipt and Acknowledgement

Free code of conduct receipt and acknowledgement template — an employee confirms they received and understood the company's code of conduct.

HR

Employee Draw Agreement

Free employee draw agreement template — an employer advances a fixed amount to a commission-based employee against future earned commissions.

HR

Reasonable Accommodation Request Letter

Free reasonable accommodation request letter template — an employee formally requests a workplace accommodation for a disability or religious need.

HR

Attendance Policy

Free employee attendance policy template establishing expectations for punctuality, absences, and the process for reporting time off.

HR

Job Training Agreement

Free job training agreement template — an employer provides specialized training to an employee, often with a repayment condition if they leave early.

HR

Apprenticeship Agreement

Free apprenticeship agreement template between an employer and an apprentice, outlining training, wages, and program requirements.

HR

Live-In Caregiver Contract

Free live-in caregiver contract template between a family and a live-in caregiver providing care for an elderly or disabled family member.

HR

Compressed Workweek Agreement

Free compressed workweek agreement template — an employee works longer daily hours over fewer days per week (e.g. a 4-day, 40-hour schedule).

HR

Workplace Safety Policy

Free workplace safety policy template establishing a company's general commitment to a safe working environment and hazard reporting process.

HR

Background Verification Policy

Free background verification policy template establishing a company's process for conducting employment background checks.

HR

Sales Commission Contract

Free sales commission contract template establishing how a salesperson's commission is calculated, earned, and paid.

HR

Paid Time Off (PTO) Policy

Free paid time off (PTO) policy template — a combined bank of time off covering vacation, sick leave, and personal days.

HR

Drug-Free Workplace Policy

Free drug-free workplace policy template establishing rules on drug and alcohol use, testing, and the company's approach to substance abuse.

HR

Termination of Employment Checklist

Free termination of employment checklist template for HR and managers to follow when an employee's employment ends.

HR

Executive Bonus Agreement

Free executive bonus agreement template — establishes the terms of a discretionary or performance-based bonus for a senior executive.

HR

Employee Discount Policy

Free employee discount policy template establishing the terms under which employees may purchase company products or services at a reduced price.

HR

Employee Files (Personnel Records) Policy

Free employee personnel file policy template establishing what's kept in an employee's file, retention, and access rights.

HR

Non-Discrimination Policy

Free non-discrimination policy template establishing a company's commitment to equal treatment regardless of legally protected characteristics.

HR

Reference Check Authorization Form

Free reference check authorization form template — a job applicant authorizes an employer to contact their listed references.

HR

Bereavement Leave Policy

Free bereavement leave policy template establishing paid or unpaid time off for employees following the death of a family member.

HR

Salary Sacrifice Arrangement

Free salary sacrifice arrangement template — an employee agrees to give up part of their cash salary in exchange for a non-cash benefit, common in UK/Commonwealth employment.

HR

Professional Resume

Free professional resume template in reverse-chronological format — covers summary, experience, education, and skills sections.

HR

Training Manual

Free training manual template for onboarding new employees — covers role overview, procedures, tools, and where to get help.

HR

CV (Curriculum Vitae)

Free CV template in the detailed, international format used outside the US — covers education, experience, publications, and references.

HR

Student Handbook

Free student handbook template — lay out attendance, conduct, grading, and safety policies for a school or training program in one document.

HR

Professional References List

Free professional references list template for job applications — a clean, ready-to-send format for your three to five contacts.

HR

Volunteer Application

Free volunteer application template for nonprofits to screen and onboard prospective volunteers before their first shift.

HR

Certificate of Appreciation

Free certificate of appreciation template for recognizing an employee, volunteer, or partner's contribution to your organization.

HR

COBRA Notice Acknowledgment

Free COBRA notice acknowledgment template — documents that a departing employee received their COBRA continuation coverage rights notice.

HR

Goal Setting Worksheet

Free goal setting worksheet template using the SMART framework — for employee development plans or personal and team goal setting.

HR

Salary Certificate

Free salary certificate template for employers to confirm an employee's income and employment status for loans, visas, or rental applications.

FAQ

Are these document templates really free?

Yes — every document template here is free to view, copy, and edit with no account or signup required.

Is this legal advice?

No. These templates are provided for informational and educational purposes only and are not a substitute for advice from a licensed attorney or other professional in your jurisdiction.

Can I add my own document to this library?

Yes — submit a template for review, including from a lawyer or accountant, and it can be published with a verified-expert credential once approved.

How is this different from docstoc's invoice email templates?

The free invoice templates are short chase-email copy for following up on unpaid invoices. These document templates are longer-form business, legal, real estate, finance, and HR documents — contracts, agreements, and notices, not emails.