Business & clients form templates

Account cancellation request Handle subscription and service cancellations cleanly, with the date, the reason and what to do with the data. 25 questions · 3 pages Affiliate & influencer application Review creators for your affiliate or influencer program with their channels, audience and ideas in one place. 26 questions · 4 pages B2B customer onboarding checklist An online checklist account managers and customer success teams fill in to track each new business customer from kickoff to go-live. 30 questions · 4 pages Beta tester application Recruit the right beta testers: their devices, experience, what they'd use it for, time available and a confidentiality agreement. 21 questions · 4 pages Brand discovery questionnaire A branding questionnaire that helps designers understand a client's business, audience and personality before any sketches begin. 36 questions · 5 pages Bug report An online bug report form for software teams to capture reproducible, detailed issues from users and testers. 20 questions · 3 pages Client intake A simple new-enquiry form for freelancers and small agencies to learn what a prospective client needs before the first call. 14 questions · 2 pages Complaint form A calm, structured way for customers to tell you what went wrong and what would put it right — every complaint filed as a PDF the moment it lands. 21 questions · 3 pages Consignment intake An online intake form for resale and consignment shops to record what a seller is bringing in, how it should be priced and how they want to be paid. 23 questions · 4 pages Contact details A quick, single-page way to collect or update someone's name, email, phone, address and how they'd like to be reached. 8 questions Custom order request A commission form for makers and small studios: what the customer wants, inspiration images, budget, deadline and delivery. 25 questions · 3 pages Customer case study questionnaire Gather the story, the results and the permission you need to write a customer case study. 29 questions · 5 pages Customer referral Let happy customers refer a friend or a business, with permission to contact them and a choice of thank-you. 21 questions · 3 pages Design proof approval Get a clear, signed decision on every proof: approved, approved with changes, or sent back for revision. 18 questions · 3 pages Equipment hire booking An online booking form for tool, plant and party hire businesses that captures the kit, the dates, the delivery site and the hire terms in one go. 28 questions · 4 pages Field sales visit report Log every customer visit from the road: who you met, what was discussed, what was ordered and what happens next. 32 questions · 4 pages Franchise inquiry Capture and qualify franchise leads with territory, investment range and experience on the first contact. 27 questions · 4 pages Interior design questionnaire Learn a new client's rooms, style, budget and timeline before the first site visit. 31 questions · 4 pages Lost deal review Learn from every lost deal: what happened, why, how you compared and whether to try again. 24 questions · 3 pages Marketing content request A marketing request form that turns "can you make us a flyer?" into a clear brief with an audience, message and deadline. 24 questions · 3 pages Meeting minutes Take clear minutes for any meeting: who was there, what was decided and who's doing what by when. 67 questions · 4 pages New website questionnaire A web design questionnaire that gathers goals, pages, features, content and budget before you quote or start designing. 32 questions · 5 pages Order change request Let customers ask to change an existing order — quantities, items, dates or address — in one clear request. 25 questions · 3 pages Order form Let customers place an order online, with delivery details and billing info, before you send the invoice. 31 questions · 3 pages Partnership inquiry A structured way for other organisations to pitch a partnership, sponsorship or collaboration idea to you. 20 questions · 2 pages Photography client questionnaire A pre-shoot questionnaire so photographers arrive knowing the location, the people, the must-have shots and how the images will be used. 31 questions · 4 pages Press & media inquiry Give journalists one place to request an interview, comment or press kit — with the deadline up front. 28 questions · 3 pages Price match request Take price match requests with the proof attached, so staff can decide quickly and consistently. 27 questions · 3 pages Print order request Take print jobs with the full spec and the artwork in one go — no back-and-forth about paper and sizes. 34 questions · 4 pages Product demo request A demo request form that tells your sales team who's asking, what they want to see and when they can meet — before the first email. 26 questions · 3 pages Product registration Let customers register what they bought, with model, serial number and proof of purchase, so support and warranty claims start with the facts. 23 questions · 4 pages Product return request Let customers request a return, refund or exchange online, with everything you need to process it in one place. 20 questions · 3 pages Product sample request Take sample requests with everything you need to decide, pick and ship them. 31 questions · 3 pages Project brief Collect a clear, complete brief from a client before any creative or project work begins. 24 questions · 4 pages Project closeout report Close a project properly: what was delivered, what it cost, what you learned, and the client's signature. 32 questions · 5 pages Project status report A consistent weekly or monthly status report with RAG ratings, milestones, risks and the decisions you need. 30 questions · 5 pages Proposal acceptance A proposal acceptance form so clients can accept your quote, confirm billing details and sign — in one step. 27 questions · 3 pages Purchase requisition An online purchase requisition form so staff can request goods and services with the details finance needs to approve them. 42 questions · 4 pages Quarterly business review Record every client QBR the same way: results against goals, satisfaction, priorities, renewal outlook and agreed actions. 25 questions · 4 pages Quote request Collect everything you need to send an accurate quote, from one clear online form. 20 questions · 3 pages Sales discount approval A discount approval form that gives sales managers the deal value, the ask and the justification in one place. 23 questions · 3 pages Sales discovery call A discovery call questionnaire that helps sales reps capture a prospect's goals, pains and buying process in the same shape every time. 31 questions · 4 pages Sales lead capture A lead capture form for sales teams to record new prospects consistently — at events, after calls or from referrals. 27 questions · 4 pages Service booking Take service and appointment booking requests online, with a preferred and alternative time in every submission. 19 questions · 2 pages Store opening & closing checklist Make sure every shift opens and closes the same way — alarm, tills, floor and lock-up, signed off daily. 26 questions · 4 pages Supplier evaluation A structured scorecard for rating a supplier's performance and compliance over a review period, with a clear recommendation at the end. 20 questions · 4 pages Supplier quotation (RFQ response) An online RFQ response form that gets every supplier to quote in the same format, so you can compare like with like. 57 questions · 4 pages Support ticket Let customers report a problem online, with priority, description and screenshots captured in one clear submission. 17 questions · 2 pages Vendor information Onboard a new supplier with one clean form covering company details, contacts, payment information and compliance documents. 23 questions · 4 pages Warranty claim An online warranty claim form that collects proof of purchase, serial numbers, fault details and photos in one submission. 28 questions · 4 pages Wholesale account application Vet new stockists before opening a wholesale account: business, store, tax details and expected orders. 29 questions · 4 pages