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 in 11 slides: the summary first, then revenue against target, wins, misses, pipeline, risks and next-quarter priorities. Sample numbers included.
Weekly team update (presentation): A 6-slide weekly status deck: headline, metrics, what shipped, blockers with owners and next week’s plan. Sample team and numbers included.
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. Sample business included.
Company overview (presentation): Introduce your company to partners, new hires or clients: mission, numbers, what you offer, values, a customer quote and contact. Sample solar company included.
Consulting strategy deck (presentation): Recommend a strategy to a client the way consultants do: situation, complication and resolution, options compared, the recommendation, a roadmap and the risks. Sample client included.
Monthly KPI review (presentation): Run the monthly KPI meeting from one deck: a scorecard, what is on and off track, root causes and actions with owners and dates. Sample business included.
Standard operating procedure (document): A standard operating procedure (SOP) with purpose, scope, roles, numbered steps, quality checks and a revision history table. Use it to document any repeatable process so every team member does it the same way.
Request for proposal (document): A request for proposal (RFP) with background, scope of work, requirements, a timeline table, evaluation criteria and submission instructions. Use it to invite vendors to bid for a project or service.
Consulting proposal (document): A consulting engagement proposal with the client situation, objectives, a phased approach, deliverables, team, a fees table and terms. Use it to win and scope a consulting project.
Business proposal (document): Win new work with a clear business proposal covering the client need, your solution, timeline, pricing and next steps. Sample proposal included.
Meeting agenda (document): Run focused meetings with a simple agenda: purpose, details, timed topics, owners and what to prepare. Sample agenda included.
Meeting minutes (document): Record what was discussed, decided and assigned in a meeting so everyone leaves with the same notes. Sample minutes included.
Memo (document): Share a clear internal announcement or policy update on letterhead with a standard memo format: who, what, why and next steps. Sample memo included.
One-page business plan (document): Capture your whole business on one page: problem, solution, customers, revenue, competition, goals and funding needs. Sample plan included.
Creative brief (document): Brief designers, writers or an agency on a campaign: objective, audience, key message, deliverables and timeline. Sample brief included.
Press release (document): Announce news to journalists with a standard press release: headline, dateline, quotes, boilerplate and media contact. Sample release included.
Project status report (document): Update stakeholders on a project with overall status, key numbers, milestones, risks, budget and decisions needed. Sample report included.
Incident report (document): Document an incident clearly: what happened, impact, timeline, root cause, actions taken and steps to prevent it. Sample report included.
Project plan (document): Plan a project from start to finish with goals, scope, deliverables, timeline, team roles, budget and risks. Sample plan included.
Offer letter (document): A job offer letter on company letterhead that sets out the role, start date, CTC breakdown, benefits, probation and acceptance deadline. Sample content included.
Leave application for office (document): A formal leave application to your manager for sick, casual, earned or personal leave, with a leave summary, reason, work handover table and contact details while you are away. Sample content included.
Invoice (document): A clean invoice for freelancers and small businesses with your business header, invoice details, a line-item table, subtotal, tax, total due and payment terms. Sample content included.
GST invoice (document): A GST tax invoice format for Indian businesses with GSTIN, place of supply, HSN/SAC codes, taxable value, CGST and SGST (or IGST), a tax summary and the total in words. Sample content included.
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. Sample content included.
NOC letter (document): A No Objection Certificate in the Indian format, on letterhead, for an employer, landlord or institution to state they have no objection to a visa, passport, higher studies, address proof or other purpose. Sample content included.
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 note for cash payments. Sample receipt included.
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. Sample slip included.
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. Sample US pay stub included.
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. Sample letter included.
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. Sample invoice included.
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. Sample quotation included.
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. Sample order included.
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. Sample challan included.
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. Sample posting included.
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. Sample application included.
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.

Free Business Templates: Proposals, Invoices and Letters

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