Running a successful company often requires having access to important forms. Professional business templates make your administrator’s job easier. Read our latest blog post to discover a list of the 7 most important documents you need.
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The 7 Essential Small Business Forms & Templates
You Need to Succeed
Running a successful company often requires having access to important forms. Professional
business templates make your administrator’s job easier. Here is a list of the 7 most important
documents you need:
1. Sale and Service Contract –
​This may or may not include an independent contractor’s
agreement. Either way, it includes the terms of a sale made for work done or for a
product offered. This document also usually includes amount of money to be paid in a
set amount of time in a defined number of increments. It also might include an
indemnification clause for protection against liability. Return or shipping policies might
also be included.
2. Business plan template –
​This includes an executive summary along with income and
expense statements. It also has sections with charts and figures for calculating current
and projected revenue. These detailed forms are meant for use when seeking a loan or
grant from a bank or organization.
3. Non-disclosure agreement –
​This kind of agreement is usually made between
employers and employees. A company hiring contractors might also use them. The
template usually includes a clause defining what kind of sensitive information should be
kept confidential. Its primary purpose is to protect the company against idea, information
or formula theft as related to creating new or improving existing products.
4. Job application form –
​It always helps to have a few of these on file. Some forms are
designed for online use either as a downloadable PDF file or a web form. However,
companies often need a print application in case someone walks into the office to apply
for an open position.
5. Partnership agreement –
​This type of template would outline the terms of a business
arrangement. For instance, it might indicate who owns what property and equipment. It
also could designate profit shares and assign executives to a board. The agreement
could be as general or as specific as