Streamline your new client onboarding process with the Client Onboarding Checklist Form Template from Formsite. Make a great first impression with new clients and ensure success by defining workflow expectations, deadlines, and more with this client onboarding checklist template. Regardless of whether you work for a marketing agency, a SaaS company, or a law firm, starting out on the right foot by gathering all necessary information during the customer onboarding process will improve customer success rates and retention. Formsite’s sample form template includes questions and fields beneficial to most businesses beginning a new client relationship including the date for the first kickoff call or kickoff meeting, phone numbers and emails for team members on both sides of the working relationship, definitions and timelines for initial deliverables, and more.

Because all Formsite forms can be easily tailored to fit your organization and project management style, if this Client Onboarding Checklist Form Template isn’t exactly right for the onboarding experience you envision you can edit it with our intuitive drag and drop editor. Once completed, easily embed the form template right into your website or send it out to new customers via email or even social media. All the form data you gather can be exported for use in a wide variety of apps including Microsoft Word, Microsoft Excel, Google Suite, PDF, and your CRM, so staying organized is a breeze.

When potential catering customers approach you about your catering services and catering company — in-person or online — do you have what you need on-hand to determine the scope of work around their catering needs and get them signed up immediately? Streamline your catering business’s lead gathering and closing process with Formsite’s online Catering Form Template — a fully mobile form that can be easily embedded right into your website. This sample catering order form includes everything most caterers would need to move forward with a catering inquiry, including contact information, the date of the upcoming event, the event name, the number of guests, the proposed menu, potential payment information, and more. Fully editable, this sample catering event order form can be easily altered with our drag and drop editor. No HTML or coding required! Just add and remove fields and customize the look until you have the exact form you need.

All Formsite forms are printable, but their flexibility in digital and online spaces makes them perfect for 21st-century caterers. Embed the form right on your website. Post it on your social media. Send it out via email. You can even collect payment on the form via credit card, PayPal, and Stripe. If you’d like, enable optional notifications, and someone on your team will receive an alert every time someone submits this catering order form template.

All submitted data is fully exportable too, for ease of use in other aspects of your business. Just choose which software format you want. Options include MS Word, Microsoft Excel, Google Docs, PDF, and more.

Streamline and simplify the remote interview process with Formsite’s Online Interview Questionnaire Form Template. This sample interview questionnaire will speed up job interviews and help keep your human resources team on track. Everything most hiring managers would need to evaluate a potential new hire is included in this sample interview question form including contact information, last job and work experience, competencies, educational background, goals, salary expectations, time management style, references, and more. Fully editable, you can also easily customize this job application form with our drag and drop editor. No HTML or coding required, and once you’re done you can easily embed the form right in your website.

This online evaluation form speeds up the hiring process, so you have all the information you need to know who to follow-up with and who not to. Enable the form’s optional notifications feature so that every time a potential new employee submits the Online Interview Questionnaire Form Template, someone on your team will receive an alert.

Even better, all submitted form data is fully exportable, too, for use in a variety of software formats like Word, Excel, Google Suite, PDF, and more.

Streamline employee travel requests, authorizations, and reimbursements with this easy to use and editable Travel Request Form Template from Formsite. Skip the paper trail and go completely digital. This business trip request form template makes it easy to keep track of who is going where and when. Track departure dates and return dates, employee information, the purpose of travel, projected travel costs, and more. Make this simple travel request form part of your regular travel approval workflow. Mobile-friendly and fully embeddable in almost any website, it’s easy for employees to access, download, fill out, and submit. No one even has to request the form from human resources. Change this business travel request form in any way you see fit with our intuitive drag and drop editor. No HTML or coding is required. You can even enable optional notifications so that every time an employee travel request form is submitted, the right team members receive an alert.

All submitted form data is exportable, too, and in a variety of software formats including MS Word, Microsoft Excel, Google Sheets, PDF, and more. Once you’ve exported the form data you can easily sort by employee name, business purpose, and any other form field you choose to gain a clearer picture into employee travel, expenses, ROI, and more.

Simplify and streamline your new hire review process with this fully customizable 90 Day Review Form Template from Formsite. Employee performance reviews are essential to maintaining good communication and a positive work culture, while also encouraging new employee growth. With this sample 90 day review template, supervisors and human resource managers can use a rating scale to quickly assess quality of work and areas of growth, including punctuality, dependability, co-workers’ assessments, and more. Of course, the sample template also includes fields for employee name, job title, and hiring date. This three month performance review template is fully editable so you can alter it with our drag and drop editor however you see fit so that it meets your organization’s unique needs exactly. Change the fields. Change the review period. Transform it into a self-evaluation form — it’s up to you.

Skip the paper trail with this fully digital and online 90 day job performance review form. Mobile-friendly, this employee evaluation form can be fully embedded right in your website so supervisors can find it and access it with ease. Submitted form data is then easy to export and use in a wide variety of software formats including MS Excel, MS Word, Google Sheets, PDF, Google Docs, and more.

Simplify job estimates, employee expectations, and customer relationships with Formsite’s Painting Estimate Form Template. This quote template makes it easy to stay on track and ensure you and/or your employees remember everything when you bid on a painting job, regardless of whether you’re an auto repair shop or a small business that specializes in residential remodels. Formsite’s free sample work estimate form includes fields beneficial to most painting businesses’ paint estimate processes, including contact information, address, timeframe, scope of work (i.e. exterior or interior painting, trim work, prep required, etc.), estimated labor costs, material costs, and more. Since all Formsite forms are editable, you can easily remove or add fields with our drag and drop editor until you get the free painting estimate template that’s right for you.

This form, like all Formsite forms, is mobile-friendly which means you and your employees can fill out your paint job estimate at the job site and submit it from there too. This painting bid template is also easy to embed right in your website, so employees and subcontractors can always find it easily when they need to craft a painting proposal. Turn on optional notifications, so you or a member of your team receive a notification every time your painting company or body shop receives a form submission. Even better, all the form data you gather can be exported for use in MS Word, Microsoft Excel, Google Sheets, Google Docs, PDF format, your CRM, and more so you can track bids, jobs, costs, and more with less hassle.

Ensure excellent customer experiences at your business or organization by soliciting valuable customer feedback using our Client Satisfaction Survey Form Template. This fully digital and customizable online survey from Formsite empowers businesses and organizations to gather actionable insights and enhance customer retention. With our user-friendly drag and drop editor, you can effortlessly customize each Formsite form, adding or removing fields, incorporating open-ended questions, experimenting with various question types, and more. In other words, if this customer feedback survey template doesn’t meet your specific requirements, you can easily modify it without the need for coding or HTML knowledge.

Integrate this customer satisfaction survey template into your regular customer success workflow. Send it to new customers after their purchase and tailor the survey questions to target repeat customers, allowing you to gain deeper insights into factors driving customer loyalty. Maximize the value of this evaluation survey by leveraging multiple channels such as email, social media, and digital receipts. Additionally, its mobile-friendly nature ensures higher response rates compared to traditional paper forms.

Formsite’s Client Satisfaction Form Template offers flexibility and user-friendliness, enabling you to export collected data in various formats, including Excel, Google Sheets, MS Word, PDF, and your CMS. You can also set up optional notifications to receive alerts whenever a respondent submits a new form, enabling timely follow-up from your customer support team.

Building a brand identity happens neither overnight nor by accident, but having a solid brand identity is essential to a good marketing strategy. Get a jumpstart on defining your business, your space, and attracting your target audience and demographic with the Branding Questionnaire Form Template from Formsite. This sample branding questionnaire template includes common questions for business owners and other stakeholders seeking a rebranding, a whole new brand, and/or a brand strategy. Regardless of whether your business is a startup, in the healthcare space, the real estate space, or aiming to go into outer space, when you answer these questions, you’ll be better prepared to meet with the branding agency, graphic designer, web designer, or logo aficionado who will help design and develop your brand and creative brief. Sample questions include: 1) What industry do you work in? 2) Are you branding a business, a product, or a service? 3) What is your brand’s mission and vision? 4) Who are your main competitors? 5) Who is your target market?

All Formsite forms are fully customizable, so if you feel this sample brand questionnaire doesn’t ask the right questions for your brand identity journey, you can edit it — no coding or HTML needed at all. Just use our drag and drop editor, or start from scratch with our form builder tool. Once you have the list of questions for your branding questionnaire just right, invite collaboration. Send an email with the form template in it to your team, or embed it right into your website for easy access. All Formsite forms are mobile-friendly, so your team can download the form, answer the series of questions, and submit it right from their smartphone or tablet. You can even enable optional notifications, so you’ll receive an alert every time someone submits the form.

All form data can also be easily exported for use in a wide variety of software applications, including MS Word, Excel, and Google Suite, so you can easily organize your team’s responses. When it’s time to meet with branding agencies or other creative professionals, you’ll be ready with the Branding Questionnaire Form Template from Formsite.

Whether you’re a landlord/agent or a tenant, making sure move-in goes well can be stressful. Ease your mind with this Move-In Inspection Form Template from Formsite. This move-in inspection checklist ensures nothing important will fall through the cracks when a new tenant moves in, and because it’s online and mobile-friendly, you can use it on your phone during the walk-through.

For use in dorms, rental properties, vacation homes, and more, this rental inspection checklist covers common property-use concerns to keep rental units in good condition and to help tenants get their security deposits back. This sample form template checklist includes common fields for landlord-tenant concerns, including the inspection date, floor condition, light fixtures, towel racks, countertops, and more. Easy to customize with our drag and drop editor, this move-in inspection report template can be tailored to each property you rent. Add fields like air conditioning, security cameras, or garbage disposal — whatever works best for your property and lease agreement.

Each Formsite form template is easy to edit, fill out, and use. There’s absolutely no coding or HTML knowledge necessary, and each form can be embedded right into your website or easily shared over email or social media. All data entered can be exported into other software and apps, too, including MS Word, Excel, and Google Suite.

Are you looking for a hassle-free way to manage your classroom throughout the school year? Look no further than the Online Gradebook Form Template by Formsite. This user-friendly online teacher gradebook template is designed to streamline your workload by assisting in the organization of grades, attendance, lesson plans, and homework assignments, all in one convenient place.

Key Features:

• Comprehensive Tracking: Keep a close eye on grades, attendance, lesson plans, and homework assignments effortlessly.
• Customizable: Modify the form to match your preferred grading scale and system, including total points, weighting, or letter grades.
• Easy Editing: Utilize the drag and drop editor to add, remove, or edit fields as needed. This ensures flexibility to cater to your unique classroom requirements.

Benefits for Educators and Assistants:

• Saves Time: Effortlessly manage classroom data throughout the school year.
• Streamlined Work: Avoid the complexity of traditional gradebook management.
• Adaptability: Customize the form to suit various educational levels, from elementary to college students.

User-Friendly Interface:

• No Coding Required: Formsite’s templates do not require any coding or HTML knowledge.
• Easy Export: Inputted student progress data can be smoothly exported into various formats, including Word, PDF, Excel, and Google Sheets.

Whether you’re dealing with college, middle school, or elementary students, the Online Gradebook Form Template is here to simplify your workload without the need for coding or complicated processes. Easily edit, fill out, and use this form to manage your classroom seamlessly. Don’t stress about formatting or compatibility issues — Formsite ensures the exported data is easily accessible in your preferred format, making your job easier and more efficient.