Every day, a company generates numerous documents to communicate and make transactions.
It could range from business reports for analyzing performance to brief email messages.
Generally, such documents are drafted by employers or employees. But in some cases, professionals from outside the companies are hired to write some complex legal documents. They could be lawyers or accountants.
The smart way to save time and money is by making use of predefined business templates.
Why are Business Document Templates Essential for Every Organization?
Documents serve as proof for every company’s dealing. It is used as a reference for audit activities.
That’s why it needs to be well-written. But it can be time-consuming, leaving employees exhausted and unmotivated.
Using predefined templates, you can easily input all relevant information into it and create a finished document in just a matter of a few minutes.
Besides, these pre-built templates can be easily tweaked to meet one’s unique needs.
Thus, having access to these document templates can dramatically increase employees’ productivity by allowing them to focus on more critical tasks at hand.
But where do you get well-designed business document templates?
Looking for Document Management Software? Check out SoftwareSuggest’s list of the best document management software
List of Top Business Document Templates
1. Business Budget Template
Creating a budget is always on a good side, but it is sometimes much more crucial at the time you run your own business. Failure to properly budget can impact your bottom line, and even jeopardize the success of your firm. By following a budget, you can avoid overspending, better cost controls, and plan to meet all the financial goals of the company.
Tracking and managing your business budget against the actual expenses is a major step in making sure that your business lands all projects within the bounds of its bottom line. In order to accurately manage business expensed throughout all the phases of a project, real-time tools that help you to stay on the top of your expenses, and even manage unforeseen budget issues as they pop up.
2. Implementation Plan Document
An implementation plan template refers to the detailed listing of the activities, cost, schedules, and difficulties which is related to the implementation of any plan. A plan will describe how a system will be deployed, the system overview, the major task involved, any resource required for the implementation, and any of the specific implementation-related requirements.
3. Time Tracking Spreadsheet
A time tracking is common to all types of business, even in the schools. This is used to monitor the attendance of each and every employee, to note the time started and ended the meeting, and to measure the time performance of the staff. A time tracking template is a part of an attendance template that is beneficial for the employer to monitor his or her employees easily during work.
4. Meeting Agenda Templates
Having a well-designed meeting agenda can add to the productivity of the overall meeting.
It helps establish expectations as to what needs to be discussed in the meeting. Thus, it keeps everyone on the same page and enables them to prepare for the meeting.
A productive meeting agenda template will enable you to include information like the title of the agenda, a brief statement about the objective of the meeting, outline the agenda topics, some questions that need to be answered, and more.
5. Competitive Analysis Template
At the time of engaging in competitive analysis, you can use a template to consider and capture all the details of the marketing landscape in which your business exists to improve your marketing decisions. More essentially, these templates help you to focus on gathering information on your competitive landscape and deducing the business lessons from that data, rather than mulling over which factors which you should study.
6. Sales Plan Template
The sales Plan Template is a document that describes the primary objective and keeps track of all the activities which is going to be planned to execute in a business. The sales plan template plays a very major role in entrepreneurship. It contains all the marketing plans with a clear picture of the revenue, sales, customer, and any other necessary information.
The sales plan template enlists all the types of products or services which the business would offer as well as the deals/agreements that are set in order to develop the desired goals.
7. Invoice Template
An invoice template is a type of commercial document which is provided by the business to clients. It serves and works as an indication of a transaction, and it is merely meant to request for the payment for the services the business provided to the client.
This invoice is a very useful and powerful tool for communication, which ensures timely payment. Also, issuing this document gives the clients a good impression, which, in turn, sets the stage for a long-term professional relationship.
8. Business Proposal Template
A business proposal template is a document that is used to provide specific goods or services to leads at a defined cost. They are specifically used by the B2B companies to win the new business and can be either solstice or unsolicited. Effective business proposals template has an executive summary, require a client signature and key project details.
9. Business Plan Template
A business plan template is a written document that describes the objectives of your core business and how you merely plan to achieve them over a defined period of time. It is much more designed to help you and others understand how you plan to make and generate revenue and make your business sustainable into the market. A Business Plan merely includes information about your goals, marketing, sales and strategy plans, and financial forecasts.
10. Employee Detail Template
In most workplaces, it comes within the responsibilities bracket of the HR department to oversee and maintain employee records. The format of the employee record documents differs from the company to the company. Moreover, HR also upkeeps a record of salary paid to each employee at the month-end or in between.
Furthermore, records need to be maintained of the starting date of the employment contract, the end date or contract end date, the provisions of the employment agreement/deal, leave accruals, details of overtime, superannuation fund details and contributions made. By maintaining all these types of records, you will be able to avoid any discrepancies background check, not to mention forecast any future costs.
11. Marketing Budget Template
Each and every business requires a budget sample in so many aspects of it, especially in the aspect of marketing. Therefore, the marketing budget is a very major part because it is a projection of the estimated promotional costs of your business.
The business marketing budget requires some of the strategic plans in order to properly play the major role of interpreting how much money would be spent on promoting, which includes the marketing staff, advertising, and marketing communications.
12. Project Requirement Checklist
The project requirement checklist is basically measurable sets of customer wants and needs. A project requirement checklist document is a pre-designed layout along with a checklist to see if all the aspects fulfilling the customer want to have been looked upon or not. Along with the satisfaction of the customer needs, it is also a tool to determine some of the various resources which are required for a project.
It is an exhaustive document that is well written by the company that defines the projected, which needs to be proposed to be easily executed by the company. It even determines the planning and resources required to make it and the source from where all the required resources can be easily obtained. This document needs to be duly signed by the authorized signatory.
13. Professional Bio Template
A professional bio is inarguably the most crucial aspect of you and your business.
Whether it’s on Twitter, Facebook, LinkedIn, or your business/personal website, it’s the first thing that people read that tends to leave a lasting impression on their mind.
That’s why there’s an emphasis on creating a professional bio so that it depicts a real picture of who you truly are.
It generally includes details about you – your name, the city you live in, educational degree, work experience, and your profession.
Sending newsletters is a great way to stay connected with your clients and prospects.
It includes information about upcoming events, promotions, and launch, amongst others, to keep your visitor’s interest hooked.
Businesses send newsletters weekly, monthly, or quarterly, depending on their goals and activities.
While choosing your corporate newsletter template, make sure that it isn’t dull. The correct placement of headlines, subheads, sidebar, images, and hyperlinks are crucial. It should help tell a story or provide all the relevant information.
Did you know that the email is 40x more effective at acquiring customers than Twitter and Facebook combined?
15. Employee Timecard Template
Keeping track of employees’ work hours is an important task, which can’t be ignored.
A timesheet is generally used for logging work hours and calculating payroll based on it. In fact, timesheets and time cards are the terms used interchangeably.
You will find varieties of time card templates for monthly, weekly, or biweekly purposes. And the best part is that these templates are professionally designed, which can be
customized as per your needs.
16. Business Letterhead Template
A business letterhead is a critical identity tool that communicates your brand’s messages.
It is a great way to deliver your business information to the recipient. It generally includes your company name, brand logo, address, and information about the products or services you offer.
Letterheads are used for creating memos, minuting meetings, tendering legal announcements, and much more.
Professionally-designed business letterheads can help you grab your customer’s attention.
17. Email Template
Email marketing is one of the most popular and effective media of communication for businesses. It helps build trust and a strong rapport with your customers.
For a successful email campaign, you need attractive template designs.
An effective email design will have a combination of the subject line, email body, and actionable call-to-action (CTA) button.
Depending on your needs, there are different types of emails – welcome email, transactional email, promotional email, and more. Be mindful of the purpose of sending an email.
Adding appealing graphics on social media can help drive more engagement.
That’s why social media graphic templates must be well-designed that includes relevant information and targeting the right audience.
These templates can be used on various social media platforms to increase organic traffic.
A professional-looking social media graphic should contain bold colors, brand design, and useful content to begin with.
The use of these templates saves time, as these can be easily updated with new information to continue posting on social media.
19. Infographic Template
An infographic is referred to as a visual representation of the information. It generally includes charts, imagery, and minimal text that gives an overview of a topic.
Infographic is quite popular because it makes it easy to grasp information in a quick and precise manner.
Truth be told, it can take hours to create a well-designed infographic. But not anymore.
With customizable infographic templates, you can now easily create stunning visualizations in a matter of minutes.
20. Small Team Status Board Template
To successfully complete a project, it is essential to monitor a project from start to finish.
Having a team status board gives a perspective on the progress of the project. It makes it easy to collaborate, coordinate, and communicate ideas. Besides, the manager can even assign tasks to their team members.
By using small team status board templates, you can closely track all your projects without any hassle.
Wrapping it up
These free document templates can be sent, received, and signed by your clients electronically.
It adds a whole level of professionalism and helps get things done faster.
Not only that, but some of these can be customized to give them your brand feel and look.
So start using these business document templates and improve your work efficiency.
Download it all today.
Chirantan Patel is the Product Manager at Softwaresuggest & Callhippo, an Inc. 275 company that researches and analyzes software to educate, advise, and connect buyers and sellers of business technology.
