Business templates

Route internal requests for a deployment or resource assignment, with room to detail the request and flag any related issue.

Log company asset depreciation in a structured table and total up the corresponding expense.

Keep a simple running record of how your business's fixed assets lose value over time.

Send design proposals for clients to review and approve online, keeping designer-client communication moving quickly.

Structure the evaluation of design proposals, prototypes, or specifications as part of your development process.

Collect entries from designers who want to participate in your design competition, along with files, category, and contact details.

Lets business customers formally request a special discount and explain the reasoning behind it.

Organize the details of each outgoing order (product, rates, transport, and responsible parties) so businesses with multiple service points can dispatch shipments clearly and consistently.

Collect an independent carrier's operational details, equipment, and references to formalize their working agreement with a freight dispatcher.

Let one party describe a conflict and their preferred resolution method, so the right team can follow up on it in an organized way.

Receive resumes, registrations, and other documents online in one organized place.

Collect and validate identity or other official documents submitted by an individual.

Log the arrival of transport drivers for pickups and deliveries, including appointment time, destination, and signature.

Gather initial information from new clients who need Dropbox file storage and organization services.

Document incidents and attach supporting files directly through Dropbox.

Collect and organize vendor proposals for bidding processes through Dropbox.

Document the appointment of an agent and the scope of powers granted through a durable power of attorney.

A form for vendors at an Easter market to register their contact details and booth information.

A survey for shopkeepers about how business went during Easter week and their views on the season's traditions.

Send material requests to your suppliers with the product, quantity, and a detailed note, plus an optional reference photo. Speeds up purchasing for electricians, hardware counters, and installation crews.

Document drills and real evacuations with the site details, the scenario assessed and sign-off from both the person in charge and the manager. A practical tool for strengthening your organization's readiness for any contingency.

Keep periodic control of the emergency exit lights across your facilities: who inspected, at which company and with what test results. A simple record that supports safety compliance and prevents surprises.

Hand out work to your team with clarity: task, project phase, status, owner, due date and notes. A simple way to follow progress without scattered spreadsheets.

Logs the essentials as each shift wraps up: times, lead, staff on duty, completed tasks and how the handover to the next crew went. Supervisors keep daily operations firmly under control.

Each employee documents their workday on the way out: finished tasks, incidents, equipment condition, inventory notes and items to hand over. Operations flow smoothly with nothing lost between crews.

Record the exporter, importer and end user of goods subject to trade controls, along with a description of the items and their declared destination. Designed for international trade operations.

Makes it easy for staff to log client meals, events, and hospitality with the date, amount, and receipts attached. Finance gets tidy submissions ready for reimbursement approval.

Tests key startup concepts, from MVP and ROI to market segmentation and bootstrapping. Handy for entrepreneurship instructors and accelerator programs measuring where participants stand.

Explores the journey of people running their own businesses: motivations, challenges, funding sources, and five-year goals. Great for chambers of commerce, incubators, and researchers studying the startup ecosystem.

Records which team member takes company gear, which items they take, and when. With a signature included, it prevents losses and makes chasing returns painless.

Channels notices of faults in tools and devices: who is reporting, which unit failed, where the damage is, and supporting photos. The responsible team can prioritize repairs without losing details.

Formalizes retiring assets no longer in use: who requests it, what happens to each unit, and why. Keeps the inventory current and leaves an audit trail.

Asks users to rate how a piece of equipment performs and the service they received, with room to explain low marks. Makers and distributors get clear signals to improve product and support.

Document the handover of tools, equipment or supplies to a named person, including serial number, quantity and issue date. Stores, operations units and property custodians rely on it to know exactly who holds each asset. Both parties sign on screen so custody of the item is closed out cleanly.

Record the outcome of every machinery check, along with who performed it and where. Ideal for preventive maintenance programs that need equipment to stay safe and in working order.

Bring together supplier details, insured values, contacts, and shipping information for every piece of equipment in one place. Perfect for companies that want clear oversight of assets and distributors.

Log each asset with its type, location, vendor, cost, and supporting files. A simple way to always know what you own and where it lives.

Keep a signed record of which items are handed out, in what quantity, and who receives them. Useful for warehouses and departments that lend tools or devices to staff.

Collect a signed acceptance of responsibility from anyone requesting machinery or tools. It protects owners against damage or loss while the items are in use.

Handle loan requests with pickup and return dates, included accessories, and purpose of use. It keeps internal lending organized for any company or organization.

Let employees request the gear they need, with their department, supervisor, and contact details. It simplifies internal purchasing without paperwork.

Standardize purchase requests with justification, installation requirements, attached quotes, and expected dates. It makes coordination between purchasing, IT, and facilities easier.

Confirm with a signature that an item was delivered and received, including name, department, serial number, and date. It builds a clear history of every handover in the organization.

Authorize gear to leave the company temporarily, with removal and return dates, reason for use, and dual signatures. Keep an orderly record of what goes out and when it comes back.

Compare the current unit with the proposed one: manufacturer, model, cost, and any installation work required. It speeds up replacement approvals with everything in a single submission.

Combine the request and the release authorization in one step, with equipment type, reason, and signatures. Ideal for hospitals, companies, and organizations of any size.

Document moves between locations with origin, destination, contacts, and the reason for the move. Every transfer is approved and signed by authorized personnel.

Provide a formal channel for reporting conduct that violates your organization's or professional body's code of ethics. Complainants describe the facts, identify the person involved and attach evidence securely.

Collect demographic data about your audience's ethnic background in a respectful, anonymous way. Useful for market studies, academic research and diversity and inclusion programs.

Let staff and volunteers submit spending tied to a specific event for approval or reimbursement. Records the event, the expense item, its category, and the amount so reviews move quickly.

Manage the loan of materials and equipment for internal or external activities. Each department states what it needs, when items will be checked out, and when they will come back, so nothing gets lost between events.

Centralize new event proposals across your organization: schedule, venue, category, ticketing, and any marketing support needed. The committee reviews each submission with all the facts on the table.

Make it easy for interested companies to formalize their support: sponsor details, chosen sponsorship tier, logo upload and payment preference, all backed by the authorized representative's signature.

Register merchants who want to offer their products at your fair or festival. The form gathers business details, home city and the list of items for sale, signature included.

Apply for authorization to dig at a work site by stating the responsible party, planned dates, a description of the job and the safety checks performed. Acceptance of the terms is captured within the same submission.

Verify an excavation's safety conditions point by point: site inspection, equipment installation and removal, hazardous atmospheres and support systems. Close out the walkthrough with the trench measurements and the competent person's signature.

The operator completes this walkaround before starting the machine: greasing of key points, fluid levels, overall condition and any pending repairs, with room to photograph damage. If the unit is unsafe, it gets documented before anyone runs it.

Assess a machine operator's competencies at every stage: pre-operation inspection, start-up, driving, bucket use and shutdown. The evaluator records a final verdict and backs it with a signature.

Invite agents, representatives and staff to vote for the companies and people who stood out the most during the year. The survey walks through categories like training, communication and dispute resolution, and accepts nominations with their merits.

Give your members one clear place to put forward candidates for officer roles and committee seats. Great for associations, clubs and professional groups that want an orderly, participatory election cycle.