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Business Document Templates

333 free templates across 16 business functions

Finance and accounting

50 templates

Invoice Receipt Credit Note Debit Note Expense Report Remittance Advice Check Promissory Note Letter of Credit Bank Guarantee Wire Transfer Confirmation Foreign Exchange Confirmation Dunning Letter Balance Sheet Income Statement Cash Flow Statement Statement of Retained Earnings Budget Report Financial Forecast Tax Return Trial Balance General Ledger Journal Entry Chart of Accounts Depreciation Schedule Amortization Schedule Bank Reconciliation Statement Variance Report Fixed Asset Register Intercompany Statement Year-End Closing Statement Cost Allocation Report Payroll Register Pay Stub Tax Withholding Statement Payroll Tax Filing Accounts Receivable Aging Report Accounts Payable Aging Report Accounts Payable Voucher Petty Cash Voucher Write-Off Authorization Notes to Financial Statements Subsidiary Ledger Account Statement Internal Control Report Dividend Statement Investment Report Capital Expenditure Request Treasury Report Sales Tax Report

Procurement and vendor management

13 templates

Purchase Requisition Purchase Order Request for Information Request for Proposal Request for Quotation Invitation for Bid Bid Bid Comparison Sheet Blanket Purchase Agreement Goods Receipt Note Vendor Registration Form Supplier Scorecard Certificate of Origin

Corporate governance

18 templates

Articles of Incorporation Articles of Organization Bylaws Operating Agreement Partnership Agreement Board Resolution Meeting Minutes Shareholder Agreement Proxy Statement Annual Report Committee Charter Corporate Governance Guidelines Stock Certificate Equity Incentive Plan Founders' Agreement Written Consent to Action ESG Report Certificate of Good Standing

Risk management and insurance

12 templates

Risk Management Plan Risk Register Risk Assessment Report Business Continuity Plan Disaster Recovery Plan Business Impact Analysis Incident Report Incident Response Plan Crisis Management Plan Insurance Policy Certificate of Insurance Insurance Claim

Information technology

17 templates

Access Control Policy Password Policy Data Governance Policy Network Diagram System Architecture Document Software Requirements Specification Technical Design Document API Documentation Change Management Record IT Asset Inventory Configuration Management Document IT Service Catalog Runbook Data Backup and Recovery Procedure Software License Register User Manual Technology Roadmap

Project management

14 templates

Project Charter Business Case Project Plan Scope Statement Work Breakdown Structure Project Schedule Project Budget Communication Plan Stakeholder Register RACI Matrix Project Status Report Change Request Project Closure Report Lessons Learned Document

Facilities management

17 templates

Floor Plan Emergency Evacuation Plan Fire Safety Plan Building Inspection Report Preventive Maintenance Schedule Equipment Maintenance Log As-Built Drawing Operations and Maintenance Manual Building Permit Capital Improvement Plan Energy Audit Report Space Utilization Report Security Plan Hazardous Materials Management Plan Workplace Ergonomics Assessment Visitor Log Facility Condition Assessment

Executive and strategy

10 templates

Business Plan Strategic Plan SWOT Analysis Feasibility Study Market Research Report Executive Summary Business Model Canvas Operational Plan Board Presentation Mission and Vision Statement

Research, development, and product

11 templates

Technical Specification Research Report Patent Application Trademark Registration Copyright Registration Product Requirements Document Test Plan Release Notes Proof of Concept Document IP Portfolio Summary Product Roadmap

Industry-specific documents

11 templates

Construction Change Order Construction Specification Environmental Impact Assessment Clinical Trial Report Patient Consent Form Appraisal Report Property Inspection Report Bill of Quantities Certificate of Analysis Title Report Certificate of Occupancy

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