The 7 Essential Small Business Forms & Templates You Need to Succeed

The 7 Essential Small Business Forms & Templates You Need to Succeed, updated 12/5/20, 4:15 PM

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 necessary for a particular industry as long as it covers all the important
points.
​Florida Example
​.

6.

​Profit and loss statement – This form would help you keep records for
tax purposes.
​ Automatic formulas can be set for easy calculation when
taxes are due. They can be created for quarterly or yearly use depending
on how often a company files. When using profit and loss forms, it also
helps when it comes time to prepare a business plan for seeking funds.

7.

​Employee evaluation form – Keeping track of employee performance is
easier when
​ using pre-made templates. These evaluations can be as
detailed or as thorough as necessary. Online or offline versions could be
created depending on the technology a company uses.
Different businesses can require a variety of forms and contracts. Find the
legal templates
​ you need in one place, on edocr today! Or, add your own
for public or private us. Also, through our partnership with

​OnTask
​, edocr
offers you the ability to fill & sign forms and documents online, plus you
may even set up templated forms that are ready for your customers to fill
out and be returned to you.