Free Business Templates: Proposals, Invoices and Letters
Reviews, proposals, SWOT analyses, memos, meeting notes, invoices (including Excel and GST invoice formats), quotations, purchase orders, inventory and…
- Quarterly business review (presentation): Report a quarter’s results, wins, misses and priorities for the next quarter in 8 slides.
- Weekly team update (presentation): A short weekly status deck: progress, metrics, blockers and plans for next week.
- Company overview (presentation): Introduce your company to partners, new hires or clients: mission, what you offer, customers, team and contact.
- SWOT analysis (presentation): Lay out strengths, weaknesses, opportunities and threats for a business, product or plan, then turn them into strategies and next steps in 9 slides.
- Business proposal (document): Win new work with a clear business proposal covering the client need, your solution, timeline, pricing and next steps.
- Meeting agenda (document): Run focused meetings with a simple agenda: purpose, attendees, timed topics, owners and what to prepare.
- Meeting minutes (document): Record what was discussed, decided and assigned in a meeting so everyone leaves with the same notes.
- Memo (document): Share a clear internal announcement or policy update with a standard memo format: who, what, why and next steps.
- Offer letter (document): A job offer letter that sets out the role, start date, salary or CTC, benefits, probation and acceptance deadline, ready to send on company letterhead.
- Leave application for office (document): A formal leave application to your manager for sick, casual, earned or personal leave, with dates, reason, work handover and contact details while you are away.
- Invoice (document): A simple invoice for freelancers and small businesses with bill-to details, numbered line items, subtotal, tax, total due and payment terms.
- GST invoice (document): A GST tax invoice format for Indian businesses with GSTIN, place of supply, HSN/SAC codes, taxable value, CGST, SGST or IGST and the total in words.
- Receipt (document): A payment receipt for small businesses, landlords and freelancers that records who paid, what for, how much, the payment method and the balance remaining.
- NOC letter (document): A No Objection Certificate in the Indian format, for an employer, landlord or institution to state they have no objection to a visa, passport, higher studies, address proof or other purpose.
- Rent receipt (document): A house rent receipt in the Indian format for HRA claims, with tenant and landlord names, rental period, amount in figures and words, payment mode, landlord PAN and a revenue stamp space for cash payments.
- Salary slip (India) (document): A monthly salary slip format for Indian employers, with employee and PF details, earnings such as basic, HRA and allowances, deductions for PF, ESI, professional tax and TDS, and net pay in words.
- Payslip and pay stub (document): A simple payslip or pay stub for small employers in the US, UK and elsewhere, with pay period, hours and rate, gross pay, tax and other deductions, net pay and year-to-date totals.
- Appointment letter (document): An appointment letter issued on joining, confirming designation, date of joining, CTC, probation, working hours, leave, notice period and confidentiality, with a CTC breakdown annexure in the Indian format.
- Proforma invoice (document): A proforma invoice to send before a sale, for advance payment, import paperwork or a buyer's approval, with item details, HSN codes, estimated tax, validity, delivery and payment terms.
- Quotation (document): A price quotation or estimate for customers, with a quote number, scope of work, itemised prices, tax, validity, payment and delivery terms and a signature block to accept it.
- Purchase order (document): A purchase order for buying from a supplier, with PO number, vendor, ship-to and bill-to details, itemised quantities and prices, tax, delivery date, payment terms and an authorised signature.
- Delivery challan (GST) (document): A GST delivery challan format for India, for moving goods without a tax invoice, such as to a job worker, on approval or between branches, with GSTIN, HSN, quantity, value, transport and e-way bill details.
- Job description (document): A job description and job posting template with role summary, responsibilities, must-have and nice-to-have requirements, salary range, benefits, how to apply and an equal opportunity statement.
- Sick leave application (document): A short sick leave application or email to your manager or class teacher, with the dates you are away, a brief reason, a medical certificate line and who is covering urgent work.
- Invoice (Excel) (Excel spreadsheet): An auto-calculating invoice in Excel: line items, subtotal, discount, tax, total, amount paid and balance due, laid out to print on one page.
- GST invoice format (Excel) (Excel spreadsheet): A GST tax invoice format in Excel with GSTIN, HSN/SAC, place of supply and automatic CGST and SGST, or IGST for inter-state supplies.
- Quotation (Excel) (Excel spreadsheet): A price quotation format in Excel with line items, discount, tax and total that calculate themselves, plus validity date and acceptance terms.
- Purchase order (Excel) (Excel spreadsheet): A purchase order format in Excel: vendor and ship-to details, items with quantities and unit prices, tax and total, ready to print and sign.
- Inventory and stock register (Excel spreadsheet): An inventory spreadsheet and stock register: opening stock, stock in and out, on-hand quantity, stock value and a reorder flag that turns red.
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Categories
- Business: Reviews, proposals, SWOT analyses, memos, meeting notes, invoices (including Excel and GST invoice formats), quotations, purchase orders, inventory and stock registers, delivery challans, receipts, salary slips, job descriptions, offer and appointment letters and NOCs.
- Budgets & finance: Budgets, expense reports, profit and loss statements, balance sheets, loan and EMI schedules and savings trackers, with formulas that total for you.
- HR & payroll: Timesheets, attendance sheets, salary sheets and staff work schedules (rotas).
- Pitch & startup: Investor pitches, updates and one-page business plans.
- Marketing & sales: Marketing plans, launches, sales proposals, briefs and press releases.
- Teachers: Lessons, lesson plans, gradebooks and class attendance registers.
- Students: Book reports, school projects, essays, statements of purpose, recommendation letters, thesis defenses, leave applications and bonafide certificates.
- Reports & research: Annual reports, research findings, status and incident reports.
- Planning & projects: Project kickoffs, project plans, Gantt charts, project trackers, calendars and timeline or roadmap slides.
- Occasions & events: Birthdays, weddings and wedding cards, farewells, events, invitations and thank-you notes.
- Resumes & letters: Resumes, CVs, cover letters, job application, experience and resignation letters, internship certificates, interview decks.
- Personal: Travel recaps, itineraries, marriage biodata, obituaries, introduce-yourself decks, to-do lists, planners and meal, workout and habit trackers.
- Agreements & legal: Rent and lease agreements, NDAs and affidavits: starting points to check against local law before signing.