BUS PLANNING & MGT
Board of Directors & Shareholders
Certificates & Notices
Certificate of Abandonment Business Name
Certificate of Corporate Resolution
Certificate of Corporate Vote
Certificate of Minutes of Meeting of Directors
Checklist_Steps to Planning an Annual Meeting
Declaration of Notice of Shareholders Meeting
Letter to Stockholders_Holiday
Notice of Meeting of Directors
Notice of Meeting of Directors_Special
Notice of Meeting of Shareholders_Annual
Notice of Meeting of Shareholders_Special
Waiver of Notice of Meeting of Directors
Waiver of Notice to Holding Shareholders Meeting
Waiver of Notice_Meeting of Incorporators
Minutes
Minutes for a Formal Meeting
Minutes of Meeting of Directors
Minutes of Meeting of Directors_First
Minutes of Meeting of Directors_Special
Minutes of Meeting of Directors_Special_Regular
Minutes of Meeting of Incorporators
Minutes of Meeting of Shareholders
Proxy
Proxy_Irrevocable
Proxy_Revocable
Proxy_Revocation
Resolutions & Resignations
Action by Written Consent of Board of Directors
Action by Written Consent of Shareholders
Board Resolution Affirming Non-Discrimination Policy
Board Resolution Appointing Accountants
Board Resolution Appointing Officers
Board Resolution Approving a Lease
Board Resolution Approving a Stock Split
Board Resolution Approving Acquisition of Business Assets
Board Resolution Approving Agreement
Board Resolution Approving Amendment of Bylaws
Board Resolution Approving an Acquisition
Board Resolution Approving Borrowing
Board Resolution Approving Budget
Board Resolution Approving Creation of Committee
Board Resolution Approving Dividends
Board Resolution Approving Employment Contract
Board Resolution Approving Financial Statements.
Board Resolution Approving Grant of Options
Board Resolution Approving Loan of Funds
Board Resolution Approving Purchase of Property
Board Resolution Approving S Corp. Election
Board Resolution Approving Sale of Assets
Board Resolution Approving Sale of Common Stock
Board Resolution Approving Signing Officers
Board Resolution Approving Stock Option Plan
Board Resolution Approving the Award of a Contract
Board Resolution for Amendment to Incorporation
Board Resolution for Sale of Preferred Stock
Board Resolution on Annual Shareholders Meeting
Board Resolution on Qualification To Do Business
Board Resolution Regarding Banking Account
Board Resolution Regarding Organization
Board Resolution to Adopt a Fiscal Year
Board Resolution to Adopt a Trade Name
Board Resolution to Commence Litigation
Board Resolution to Issue General Release
Board Resolution to Lease Motor Vehicle
Board Resolution to Negotiate a Specific Contract
Board Resolution to Purchase Equipment
Board Resolution to Retain a Professional Consultant
Board Resolution to Retain an Attorney
Board Resolution to Settle Litigation
Board Resolution to Terminate a Contract
Board Resolution to Terminate an Employee
Board Resolution to Terminate Lease
Board Resolution
Resignation of Directorship
Resignation of Officer
Shareholders Resolution Appointing Directors
Shareholders Resolution Approving an Acquisition
Shareholders Resolution Approving an Agreement
Shareholders Resolution Approving Sale of Stock
Shareholders Resolution Confirming Accountants
Shareholders Res. to Ratify Prior Acts of Officers & Directors
Shareholders Resolution
Shareholders Resolution_Amendment of Bylaws
Shareholders Resolution_Articles Amendment
Shareholders Resolution_Director to Fill Vacancy
Shareholders Resolution_Increase Size of Board
Shareholders Resolution_Stock Option Plan
Shareholders
Shareholders
Articles of Incorporation
Bylaws_Corporation
Certificate of Incorporation
Pre-Incorporation Agreement
Pre-Incorporation Designation of Directors
Shareholders Agreement
Stock Certificate and Common Stock
Stock Ledger and Capitalization Summary
Business Plans
Business Plans
Business Plan
Business Plan Guidelines
Executive Summary
Marketing Plan
General Administration
General Administration
Memo
Office Supplies Request
Phone Memo
Purchase Order Letter
Purchase Order
Purchase Order (spreadsheet)
Vendor Evaluation
Starting a Business
Starting a Business
Checklist_Basic Franchise Agreement Terms
Checklist_Start-Up
Checklist_Ways to Communicate
Evaluating Family Budget
Test_Franchise Feasibility
Worksheet_Business Selection
Worksheet_Franchise Comparison
Worksheet_Self-Assessment
Worksheet_Start-Up Costs
Worksheet_Strengths and Weaknesses
Strategic Management
Strategic Management
Affinity Diagram
Assessing the Primary Activities in the Value Chain
Assessing the Support Activities in the Value Chain
Characteristics of Competitive Strategies
Checklist_Conducting a Brainstorming
Checklist_Possible Information Systems Strategies
Management Audit
One Minute Goal Setting
Organization Wide Goals
Possible Financial & Accounting Strategies
Possible Human Resource Management Strategies
Possible Marketing Strategies
Possible Production & Operations Management Strategies
Possible Research and Development Strategies
Worksheet_Evaluating Management Performance
Worksheet_Industry & Competitive Forces Analysis
Worksheet_Strengths & Weaknesses Analysis
CONTRACTORS & CONSULTANTS
Acknowledgment of Independent Contractor
Agreement Between Owner and Contractor
Agreement for Professional Services
Agreement for Work Change
Agreement with Accountant
Background Check Permission
Checklist_For Outsourcing Agreements
Checklist_Temporary Help Agency Screening
Confidentiality Agreement for Consultants, Contractors
Confidentiality and Invention Agreement
Consultant Non-Disclosure Agreement
Consulting Agreement_Long
Consulting Agreement_Short
Employment Agency Agreement
Extended Date for Performance
Independent Contractor Agreement
Request for Contractor References
Subcontract Agreement
CREDIT & COLLECTION
CREDIT COLLECTION
Collection
Accounts Receivable Aging
Accounts Receivable Monthly Customer Statement
Agreement to Compromise Disputed Account
Agreement to Extend Debt Payment
Assignment of Accounts Receivable_Non-Recourse
Assignment of Accounts Receivable_With Recourse
Cancellation of Credit Line
Checklist_Action to Improve Collection of Accounts
Collection Follow-Up on Release of Pending Order
Collection History for Delinquent Account
Collection Instructions to Lawyers
Collection Letter Before Sending to Agency
Collection Letter Offering Additional Discount
Collection Letter Requesting Contact and Proposal
Collection Letter to Eliminate Disputes
Collection Letter to Resubmit the Statement
Collection Letter_By Collection Agency
Collection Letter_Clerical Errors
Collection Letter_Final
Collection Letter_Following Promissory Note
Collection Letter_Follow-Up
Collection Letter_Initial
Collection Letter_Referral to Agency
Collection Report
Conversion of Account to COD
Conversion of Account to COD 2
Debit Memo
Deliveries Held Until Past Due Balance Paid
Demand for Payment on Guarantees
Demand Future Payments by Certified Check
Demand to Endorsers for Immediate Payment
Demand to Pay Promissory Note
Denial of Request for Additional Discount
Denial of Request for Quarterly Billing
Denial to Extend Time on Payment of Invoice
Discount on Prepayment Option
Disputed Account Settlement
Disputed Balance Notice
Grant of Request for Extension of Time
Installment Payment Acknowledgment
Installment Payment Agreement
Letter Agreement on Repayment Schedule
Notice of 10 Day Before Collections on Delinquent Account
Notice of Check NSF
Notice of Check NSF 2
Notice of Check NSF 3
Notice of Intention to Sell Goods After Breach
Notice of Overdue Payment
Notice of Payment 60 Days Past Due
Notice to Small Businessman in Advance of Collections
Offer of 2% Discount for Speedy Payments
Request for Information
Request for Instructions on Deferred Collections
Request for Payment of Unearned Discounts
Request for Payment_Credit Line Exceeded
Request for Replacement of Check on Pending Order
Request for Status Report
Request of Extension of Time to Repay Debt
Request to Contact Credit Manager on Past Due Account
Return of Late Payment and Denial of Discount
Return of Purchase Order and Demand for Advance Payment
Reward for Prompt Payments
Settlement of Disputed Amount_Buyer
Settlement of Disputed Amount_Seller
Transmittal for Collection
Transmittal of Account to Collection Agency
CREDIT
Credit
Apology for Accounting Errors and Past Due Notice
Apology for Not Crediting Payment
Apology to Customer for Accounting Error
Approbation of Financing Application
Approbation of New Credit Account
Authority to Release Credit Information
Business Credit Application
Charge Account Limit Raise Notice
Charge Account Terms and Conditions
Christmas Credit Extension Announcement
Company Credit Account Approbation
Company Credit Account Denial
Company Credit Account Denial for Unfavorable Report
Consumer Credit Application
Credit Card Billing Authorization Form
Credit Extension to Past Due Preferred Customer
Credit Information Cover Letter
Credit Information Request
Credit Memo
Credit Memo (spreadsheet)
Credit Reference Response
Customer Charge Card Approval
Denial of Credit
Individual Charge Account Denial
Inquiry on New Customer Credit
Notice of COD Terms
Notice of Credit Limit
Notice of Credit Limit Increase
Notice to Correct Credit
Notice to Stop Credit Charge
Opening New Credit Account
Refund for Returned Merchandise
Refund of Duplicate Payment
Reply to Request About Credit Rejection
Request for Credit Information
Request for Refund of Duplicate Payment
Restrictions on Credit
Withdrawal of Credit on Past Due Account
FINANCE & ACCOUNTING
BANKING
Authorization to Debit Account
Authorization to Release Account Information
Confirmation Requested_Bank Has No Interest
Notifying Bank of Additional Signing Officer
Notifying Bank of Removal of Signing Officer
Pre-Authorized Payment
Pre-Authorized Payment_Specific Amount
Request Apology for NSF Check due to Error
Request Bank to Close Account
Request Bank to Stop-Payment
Request Bank to Wire Funds
Request Deferral of Interest Payment
Request Delay to Present Financial Statement
Request Increase of Credit Limit
Request Proposal for Credit Facility
Request Release of Personal Guaranty
Request to Bank for Copy of Credit Report
Termination of Future Guaranty
Wire Transfer Instructions Form
BOOKKEEPING
CHECKLIST & GUIDES
Audit Information Legal Query
Check Disbursements Journal
Checklist_Business Deductions
Checklist_Key Record Keeping
Checklist_Risk Management Essentials
Financial Record Storage Guidelines
SPREADSHEETS
Accounts Receivable
Bank Reconciliation
Cash Receipts Summary_Daily
Cash Receipts Summary_Monthly
Depreciation Worksheet
Expense Statement
Expense Statement_Yearly
Expense Statement_Monthly Quarterly Yearly
Vehicle Mileage Log
Worksheet_Escrow Fees
BUYING & SELLING SHARES
Agreement of Purchase and Sale of Business Assets
Agreement of Purchase and Sale of Business Assets_Short
Agreement of Purchase and Sale of Shares
Agreement of Purchase and Sale of Shares by Shareholder
Assignment and Transfer of Stock Certificate
Assignment of Shares
Bill of Sale for Corporations
Checklist_Evaluation to Buy a Business
Checklist_Sale of a Business
Checklist_Sale of a Business_Critical What if
Legends for Stock Certificates_US Corporation
Letter of Intent to Purchase a Business
Option to Acquire Shares from a Shareholder
Option to Buy Agreement
Proposal to Buy a Business
Right of First Refusal Agreement
Stock Agreement
Stock Certificate and Common Stock
Stock Option Agreement
Stock Purchase Agreement
Stock Subscription Agreement
Stock Subscription Package
Transfer of Stock Agreement_Short Form
FINANCIAL STATEMENTS
Advertising Expenses
Balance Sheet
Balance Sheet_Monthly
Balance Sheet_Quarterly
Breakeven and Profit-Volume-Cost Analysis
Cashflow Forecast_Monthly
Cashflow Forecast_Quarterly
Daily Cash Sheet
Financial Projections_3 Years
Financial Projections_12 Months
Financial Ratio Calculator
Income Statement
Income Statement_Monthly
Income Statement_Quarterly
Salary Policy
Sales Projections
Stock Ledger and Capitalization Summary
Trial Balance
GOVERNMENT GRANT PROGRAMS
Checklist_How to Apply Government Grants
Developing a Grant Proposal
Writing the Grant Proposal
INSURANCE
Checklist_Insurance
Notice of a Claim to Insurance Company
Notice of Insurance Claim
Worksheet_Business Insurance Planning
INVESTMENTS
Investment Calculator
Pre-Offering Summary
INVESTOR RELATIONS
Checklist_Dealing with Shareholders and Investors
INVOICES AND BILLING
Bill of Lading
Denial of Request for Quarterly Billing
Price Quotation
Purchase Order
Purchase Order (spreadsheet)
Receipt for Goods or Services
Sales Invoice
Sales Invoice (spreadsheet)
Sales Receipt
LOANS & BORROWING
DEBTS & DEFAULT
Agreement to Compromise Debt
Agreement to Extend Debt Payment Terms
Assignment of Money Due
Denial of Request for Extension of Time
Notice and Tender by Debtor
Notice of Debt Acknowledgment
Notice of Default in Payment
Notice of Intention to Foreclose
Notice to Account Debtor of Assignment
Quitclaim Deed
Receipt
GUARANTEES & COLLATERAL
Demand by Secured Party for Possession of Collateral
Demand on Guarantor
General Continuing Guaranty
Guarantee of Account
Guaranty
Notice of Private Sale of Collateral
Notice of Public Sale of Collateral
Payment Guaranty
Pledge of Personal Property
Pledge of Shares of Stock
Prior Secured Party Notice
Revocation of Guaranty
Subordination Agreement to Secured Debt
Unlimited Guaranty
LOANS
Bank Loan Request for a SMB
Collateral Decision_Request for Loan Documents
Loan Agreement
Loan Agreement_Stockholder to Corporation
Loan Application _Review form
Loan Calculator
Loan Calculator with Extra Payments
Offer to Loan Customers to Move December Payment
PROMISSORY NOTES
Balloon Note
Checklist_Items to Consider for Drafting a Promissory Note
Demand for Payment on Installment Promissory Note
Demand Note
Installment Note_Bank Deposit as Collateral
Letter of Default on Promissory Note
Promissory Note
Promissory Note_Line of Credit
Promissory Note_Payable on a Designated Date
Promissory Note_Payable on Demand
Promissory Note_With Acceleration Clause
Promissory Note_With Acknowledgment
Renewed Note
Request for Extension of Time on Promissory Note
Secured Installment Note
Time Note
PAYMENTS TO CREDITORS
Apology to Receiver of NSF Check
Cancellation of Stop Payment Order
Demand for Extension of Payment Date
Escrow Check Receipt
Friendly Apology for Late Payment
Good Faith Partial Payment to Creditor
Late Payment Letter
Monthly Partial Payment to Creditor
Notice of Cancellation of Contract
Notice of Disputed Account
Notice of Rescission
Notice to Bank to Stop Payment on Check
Notice to Stop Credit Charge
Payment on Specific Accounts
Request for Refund of Duplicate Payment
Request for Refund on Undelivered Merchandise
Request for Verification of Receivable During Audit
Request to Bank for Extension of Time
Settlement Offer on Disputed Account
RAISING CAPITAL
Bank Loan Application Form and Checklist
Checklist_Alternate Term Sheet Provisions
Checklist_Due Diligence
Investment Analysis Summary Used by VCs
Letter of Request for an Equity Investment
Statement of Investment Representation
Term Sheet
Term Sheet for Series A Round of Financing
Term Sheet_Important Things to Know
Term Sheet_Short-Form
Venture Capital Term Sheet_Long-Form
HUMAN RESOURCES
Compensation and Benefits
Checklist_Worker's Compensation Claims
Compensable Work Chart
Health Reimbursement Arrangement Plan HRA
Profit Sharing Plan
Reimbursement Form_Medical Expenses
Simplified Employee Pensions Plan
Stock Option Agreement
Stock Option and Incentive Stock Option Plan
Employee Reference Letters
A Tactful Way to Decline to Write a Letter of Recommendation
Employer's Verification on Loan Applicant
I am Most Pleased to Write a Character Reference
I Highly Recommend (Person)
Letter of Reference
Offer of Letter of Recommendation
Personal Recommendation and Reference
Personal Recommendation of Employee
Refusal of Request for Letter of Recommendation
Request for Character Reference
Request for Employment Reference
Request for Reference
Response to Inquiry Concerning Former Employee
Verification of Employment and Letter of Recommendation
Firing and Termination
Acceptance of Resignation
Acknowledgement Of Obligations
Announcement of a Retirement
Checklist_Pre-Layoff
Checklist_Pre-termination
Checklist_When Should You Fire an Employee
Employee Dismissal Letter
Employee Proprietary Rights Acknowledgment Upon Termination
Exit Interview Form
Final Warning Before Dismissal
Letter of Resignation
Mutual Termination of Contract
Notice of Layoff_1
Notice of Layoff_2
Notice of Revocation of Authority
Notice of Termination
Notice of Termination_False Employee Information
Notice of Termination_Work Rules Violation
Resignation
Resignation 2
Resignation Letter_Going Back to School
Resignation Letter_Moving to Another Company
Separation and Release Agreement
Severance Agreement
Termination Certification
Worksheet_Termination of Employment
Hiring Employees
Contracts and Agreements
Acknowledgment Of Obligations
Assignment of Pre-Employment Works
Authorization, Waiver, & Release_Employee Credit Report
Background Check Permission
Checklist_Employment Agreements
Checklist_Employment Agreements Issues from Employee
Commission Sales Agreement
Confidentiality and Invention Agreement
Cover Letter_Employment Agreement
Disclosure Notice
Drug Testing Consent Agreement
Employee Authorship Certificate
Employee Non-Compete Agreement
Employee Non-Disclosure Agreement
Employee Proprietary Rights Acknowledgment
Employment Agreement For Technical Employee
Employment Agreement_At Will Employee
Employment Agreement_Executive
Employment Agreement_Executive2
Employment Agreement_Executive with Car Allowance
Employment Agreement_General
Employment Agreement_Key Employee
Information Release Authorization
Letter to New Employer of Former Employee_Non-Disclosure
Non-Disclosure and Non-Compete Agreement
Physical Exam Consent
Proprietary Information and Inventions Agreement
Restrictive Covenants for Employment Agreements
Sales Representative Agreement
Forms & Checklists
Forms and Checklists
Applicant Appraisal Form_Evaluation
Applicant Appraisal Form_Questions
Applicant Selection Criteria Record
Checklist_19 Strategies for Hiring the Best
Checklist_Employment Agreements
Checklist_Hiring Employees
Checklist_Home-Based Employee
Checklist_New-Employee Orientation
Checklist_Pre-Employment
Checklist_Routine Managerial Duties
Driving Record Check Letter
Educational Reference Check Letter
Employment Application Form
Employment Contract Worksheet
Job Analysis
Job Description Form
Job Description_Example for CFO
Position Request Form
Worksheet_Contingent Worker
Worksheet_Delegation
Worksheet_Job Requirements
Worksheet_Routine Clerical Responsibilities
Interview
Appointment for Employment Interview & Testing
Interview Confidential Disclosure Agreement
Job Applicant Interview Script
Knowledge Worker Interview Questionnaire
Pre-interview Questionnaire
Questions to Avoid During an Interview
Job Announcements
Notice of Job Opening_Form
Notice of Job Opening_Letter
Letters to Applicant
Applicant Confirmation Letters
Applicant Confirmation Letters
Letter Confirming Employment Terms
Letter Confirming Employment
New Employee Welcome Letter
Applicant Rejection Letters
Applicant Rejection Letters
Acknowledgment of Application_Job Position Filled
Decline to Interview Referred Job Applicant
Negative Response to Job Candidate_Postinterview
Negative Response_Experience
Negative Response_No Opening
Negative Response_Qualifications
Reference Check & Thanks
Reference Checks and Thanks
Application Acknowledgment
Personal Reference Check Letter
Receipt of Resume
Reference Check Letter
Reference Check Phone Script
Reference Checking Form
Reference on Qualifications
Reference Request and Release
Thank You to Applicant for Testing
Insurance
Announcement of a Change in Health Benefits Coverage
Checklist_Directors and Officers Insurance
Checklist_Health and Disability Insurance
Checklist_Key Employee Life Insurance
Employee Request to Participate in Medical Plan
Explanation of Insurance Rate Increase
Request Immediate Insurance Coverage for New Employee
Managing & Motivating Employees
Discipline & Behavior
Acknowledgment and Waiver About Employee Dating
Checklist_Investigating Complaints of Harassment
Checklist_Progressive Discipline
Checklist_Progressive Discipline Documentation
Employee Correction Form
Notice to Employees of Unsatisfactory Behavior
Record of Disciplinary Action and Proposed Changes
Reprimand
Warning Notice
Employee Records
Checklist_Personnel File
Commission List
Commission Summary
Employee Absence Tracking
Employee Records
Employee Shift Schedule
Employee Time Record
Time Sheet
Time Sheet (spreadsheet)
Letters & Memos
Addressing Harassment
Christmas Bonus Letter
Christmas Employee Discount Offer
Commendation and Refusal of Request for Raise
Company Bonus Letter
Confusion Regarding Sick Leave Policy
Discounted Membership for Employees
Employee Suggestion for Company Meeting
Letter Explaining Family and Medical Leave
Letter to Sexual Harassment Complainant
Notice of Promotion
Notice to Employee Unqualified for Christmas Bonus
Notice to Employees of Bonus Cancellation
Notice to Employees of New Vacation Policy
Offer of Assistance to Family During Employee Illness
Please Welcome New Employee
Promotion Announcement
Refusal of Employee Request for Early Raise
Reminder to Employee to Renew Drivers License
Request for Leave of Absence
Request to Locate Former Employee
Retirement Party Invitation_Guest
Retirement Party Invitation_Internal
Thank You for Submission and Request for Revision
Thank You for Support During Illness
Motivation
Certificate of Employee of the Month
Complimentary Letter to Employee on Handling of Difficulty
Complimentary Letter to Employee on Handling of Emergency
Congratulations on a Job Well Done
Congratulations on Increased Sales
Congratulations on Outstanding Achievement
Congratulations on Promotion
Congratulations to an Employee on 5-Year Anniversary
Employee Job and Motivation Improvement Meeting
Letter of Appreciation to Employee
Letter of Encouragement to Sales Staff
Motivation Survey
Personality & Ability Tests
Test_Personal Flexibility Skills
Worksheet_Strengths and Weaknesses
Staff Management
Absence Form
Check Request Form
Checklist_Harassement Investigation
Direct Deposit Enrollment Form
Employee Emergency Notification Form
Employee Reference Release Agreement
Employee Suggestion Form
HR Recruiting Guide_US Department of Labor
Mediation and Arbitration Agreement
Overtime Authorization Form
Payroll Deduction Authorization
Post-Employment Information Release Agreement
Response to Employee Request for Family or Medical Leave
Telecommuting Agreement
Telephone Tracking Log
Tuition Approval for Refund Request
Witness Statement Form
Worksheet_Telecommuting
Surveys & Evaluations
Checklist_Giving Job Performance Feedback
Checklist_Sales Rep Evaluation
Employee Appraisal Form
Employee Complaint Form
Employee Compliance Survey
Employee Satisfaction Survey
New Employee Survey
Peer Improvement Form
Performance Evaluation
Self-Evaluation
Sexual Harassment IQ Test
Superior Improvement Form
Policies & Documentation
Absence Policies
Business Ethics and Conduct Disclosure Statement
Checklist_21 Things to Do for a Safe Workplace
Checklist_Emergency Procedures
Checklist_Ergonomics
Checklist_How to Be an Excellent Employee
Code of Ethics
Computer Use Policy
Copyright Compliance_Photocopying Policy
Disability Plan_Long-Term
Disability Plan_Short-Term
Drug and Alcohol Policy
Drug Testing Policies
Email Policy_Strict
Employee Email Policies_Long
Employee Handbook
Employee Handbook Receipt Acknowledgement
Employment At Will Policy
Funeral Leave Policy
General Safety Policy
General Safety Rules
Grievance Policy
Jury Duty Policy
Military Leave Policy
Non-Discrimination Policy
Overtime Policy Guidance
Paid-Time-Off Policy
Personal Leave Policy
Policy Letter on Vehicle Expense Reimbursement
Policy on Privacy and Employee Monitoring
Polygraph Consent
Post-Employment Reference Policy
Pregnancy Leave Policy
Progressive Discipline Policy
Prohibited Activities
Sales Commission Policy
Sales Expenses Reimbursement Policy
Sexual Harassment Policy
Sick Leave Policy
Smoking Policy
Statement and Policy Prohibiting Illegal Discrimination
Telecommuting Policy
Third Party Confidential Information Policy
Time Off Policy
Time Off to Vote Policy
Vacation Policy
Work Rules
Workplace AIDS Policy
Workplace Violence Prevention Policy
INTERNET & TECHNOLOGY
Advertising & Marketing
Affiliate Program Agreement
Agreement for Internet Advertising Services
Checklist_Co-Branding Agreement
Co-Branding Agreement
Free Linking Agreement
Press Release_New Website
Website Cross Sponsorship Agreement
Website Linking Agreement
Content & Copyright Agreements
Assignment of All Rights in Computer Software
Assignment of All Rights to Photograph
Assignment of Contributor Rights
Assignment of Copyright
Assignment of Rights in Computer Software_With Reservation
Authorship Certificate
Content Provider Agreement
Copyright Assignment Confirmation Notification
Copyright Assignment_For Software
IP Sale Agreement
Model Release and Permission to Use Photographs
Music License Agreement
Technology Assignment Agreement
Trademark License Agreement_For Software
Video Clip License Agreement
Website Art License
Hosting Agreements
Checklist_Website Hosting Agreement
Domain Name Registration Agreement
Equipment Placement Agreement
IT Support & Maintenance
Administrative and Technology Services Outsourcing
Service Level Agreement
Software
Checklist_Software Development Contract
Checklist_Software License Agreement Provisions
Confidential Information Exchange Agreement
Consulting Agreement with Sharing of Software Revenues
Custom Software Development Agreement
Distribution Agreement_Software and Multimedia
End-User Software License Agreement
End-User Software License Agreement_B2C
Independent Contractor Agreement_For Programming Services
Licensee Oriented Software License Agreement
Licensor Oriented Software License Agreement
Limited Warranty
Multimedia Publicity-Privacy Release
Non-Disclosure Agreement_Beta Tester
Non-Disclosure Agreement_Prospective Licensee
Software Development and Consulting Services Agreement
Trial Software License Agreement
Vendor-Oriented Software License Agreement
Web Development
Assignment of Website Creator
Checklist_Issues For Website Development Agreements
Confidential Information Agreement
E-Commerce Solution Providers Comparison Matrix
Independent Contractor Agreement_For Programming Services
Website Design Agreement
Website Design Consultation Agreement
Website Design Non-Disclosure Agreement
Website Rating
Website Notices & Checklists
A Collection of Website Notices and Disclaimers
Anti-Spam Policy
Chat Room Agreement
Checklist_ Choosing a Domain Name
Checklist_For Establishing a Website
Clickable Software License Notice
Email Disclaimer Notice
Freeware License Terms
Legal Notice
Online Sales Disclaimer
Online Subscription Agreement
Virus Notice
Website Privacy Policy
Website Service Agreement_Terms of Use
LEGAL
Affidavit
Affidavit
Affidavit of No Creditors
Affidavit of No Lien
Estoppel Affidavit of Mortgagor
Agreements & Contracts
Accept Option Extension of Agreement
Acknowledgement of Modified Terms
Administrative and Technology Services Outsourcing
Arbitration Agreement
Checklist_Contract Terms and Provisions
Checklist_Small Business Legal Compliance Inventory
Consignment Agreement
Contract for the Storage of Goods
Convertible Note Agreement
Covenant Not to Sue
Decline Extension of Agreement
Distribution Agreement
Extension of Agreement
General Non-Compete Agreement
Indemnity Agreement
Joint Venture Agreement
Joint Venture Agreement Agreement
Letter of Intent for Joint Venture
Limited Partnership Agreement
Mediation Agreement
Notice of Dissolution_Partnership
Partnership Agreement
Partnership Agreement_Short Form
Partnership Dissolution Agreement
Retainer for Attorney
Security Agreement
Security Agreement and Promissory Note
Security Agreement Covering Consumer Goods
Security Agreement With Copyright As Collateral
Transmittal of Documents for Signature
Assignments
Agreement to Assign
Assignment
Assignment of a Claim for Damages
Assignment of Assets
Assignment of Contract
Assignment of Lien
Notice of Assignment
Confidentiality Agreements
Author-Publisher Non-Disclosure Agreement
Confidentiality Agreement
Confidentiality Agreement for Consultants, Contractors
Customer Confidentiality Agreement
Email Disclaimer Notice
Non-Disclosure Agreement_Between Two Companies
Visitors Non-Disclosure Agreement
Copyright, Patent & Trademark
Application for a License to Display Trademarks
Checklist_ FAQ About Patents
Copyright Assignment
Guide for Buying & Selling Intellectual Property
Guide for Registering a Trademark_USA
IP Sale Agreement
Notice of Infringement of Copyrighted Work
Patent Assignment
Patent License Agreement
Permission Request to Use Copyrighted Material
Permission to Use Copyrighted Material
Permission to Use Quote or Personal Statement
Trade Name License Agreement
Trademark Assignment
Deeds
Assignment for Deed
Assignment of Deed of Trust
Deed Granting Easement
Deed In Lieu of Foreclosure
Mortgage Deed
Quit Claim Deed
Transfer of Title Warranty Deed
Warranty Deed
Incorporation
Affidavit of Lost, Stolen or Destroyed Stock Certificate
Articles of Association
Articles of Incorporation
Articles of Incorporation_Not for Profit Organization
Assignment of Shares
Bylaws_Corporation
Bylaws_Not for Profit Corporation
Certificate of Incorporation
Checklist_ For Issuing Stock
Checklist_Contents of Private Placement Memorandum
Checklist_Drafting Limited Partnership Agreements
Checklist_Formation of a Corporation
Checklist_Pre-Incorporation Agreement
Legends for Stock Certificates_US Corporation
Limited Partnership Agreement
Offering Memorandum_Limited Partnership
Pre-Incorporation Agreement
Pre-Incorporation Designation of Directors
Private Placement Memorandum
Right of First Refusal Agreement
Shareholders Agreement
Stock Certificate and Common Stock
Litigation
Checklist_Documents to Bring to Your Attorney
Checklist_Questionnaire For Hiring a Lawyer
Final Notice Before Legal Action
Final Notice of Impending Litigation
Letter Notice of Litigation
Letter of Authorization to Negotiate
Notice of Impending Litigation After Unproductive Arrangement
Notice of Intent to Exercise Warehouse Lien by Auction
Power of Attorney
Attorney Approval
General Power of Attorney
Limited Power of Attorney
Revocation of Power of Attorney
Unlimited Power of Attorney
Release
Employee Photo and Recording Release
Mutual Release
Notice of Rescission of Release
Unilateral Liability Release
OPERATIONS & LOGISTICS
Ordering & Receiving
Acknowledged Receipt of Goods
Bill of Lading
Cancellation of Purchase Order for Late Delivery
Cancellation of Unfulfilled Order
Charge Back Application of Discount on Delayed Shipment
Claim for Damage on Shipped Goods
Conditional Acceptance of Non-Conforming Goods
Conditional Payment for Goods Reserving Rights
Confirmation of Verbal Order
Delivery Rejection Notice
Demand for Acknowledgment of Shipping Dates
Demand of Delivery
Notice for Return of Goods
Notice of Buyer's Disposition of Rightfully Rejected Goods
Notice of Claim of Defective Goods
Notice of Defective Goods
Notice of Error in Shipment and Request for Return Authorization
Notice of Packing Slip Requirements
Notice of Receipt on Incomplete Shipment
Notice of Rejection of Goods
Notice of Rescission
Notice to Cancel Entire Order
Notice to Cancel Shipment of B.O. Goods
Notice to Suspend Deliveries and Request for Release
Partial Rejection of Non-Conforming Goods
Positive Answer to Proposal
Product Defect Notice
Receiving Order
Rejection of Non-Conforming Goods
Request for Information in Advance of Purchase Order
Request for Price Quote
Request for Proposal
Request for Refund on Undelivered Merchandise
Request for Repair of Enclosed Merchandise
Request for Replacement of Damaged Merchandise
Request Instructions to Return Rejected Goods
Return of Goods on Approval
Return of Product on Free Trial
Vendor Evaluation
Welcome to New Supplier
Selling & Shipping
Acceptance of Order With Delivery in Lots
Acknowledgment and Acceptance of Order
Acknowledgment of Cancellation of Back-Order
Acknowledgment of Correspondence Indicating Postal Delay
Acknowledgment of Merchandise Returned for Repair
Acknowledgment of Warranty and Instruction for Product Return
Agreement Between Carrier and Shipper
Apology and Replacement of Damaged Goods
Apology and Request for Extension of Time to Deliver Goods
Apology for Over Shipment
Delivery of Substituted Goods
Demand for Particulars of Rejection of Goods
Demand for Shipping Instructions
Explanation for Delay of Shipment
Inability to Fill Purchase Order
Late Return Authorization
Notice Following Refusal to Accept Delivery
Notice for Unexpected Delay in Shipment
Notice of Back-Ordered Item
Notice of Credit for Merchandise Damaged in Shipment
Notice of Delayed Shipment
Notice of Delayed Shipment 2
Notice of Dispatch
Notice of Reclamation
Notice of Withholding Future Deliveries
Notice to Disregard Letter Indicating Inability to Ship
Notice to Stop Goods in Transit
Notification of Returned Merchandise Credit
Packing List of Order
Packing Slip
Part Arrival Notice With Request to Schedule Service
Parts Arrival Notification
Refusal of Rejection of Goods
Refusal to Accept Late Return of Merchandise
Rejected Goods Return Instructions
Replacing Rejected Goods
Request for Authorization to Substitute Product
Request for Proof of Merchandise Return
Requisition Slip
Return Authorization
Sale on Approval Acknowledgment
Sale on Consignment Acknowledgment
Shipment Schedule Acknowledgement of Purchase Order
Shipments Held Until Past Due Balance Paid
Vehicles & Equipment
Acknowledgment of Notification of Lease Transfer
Bill of Sale for a Motor Vehicle
Checklist_ Leasing vs. Purchasing
Checklist_Equipment Inventory List
Checklist_Equipment Lease
Checklist_Purchasing Used Vehicles
Computer Lease Agreement
Equipment Lease Agreement
Equipment Maintenance Agreement
Equipment Sales Agreement
Letter of Intent for Purchase of Computer Equipment
REAL ESTATE
Assignments
Assignment of Lease by Lessee With Consent of Lessor
Assignment of Mortgage
Assignment of Real Estate Contract
Assignment of Real Estate Contract and Sale Agreement
Assignment of Rents by Lessor
Assignment of Sublease
Contracts, Agreements & Checklists
Addendum to Real Estate Lease_Benefit of the Tenant
Addendum to Rent Agreement
Agreement for Permission to Sublet
Agreement to Cancel Lease
Agreement to Lease
Agreement to Rescind Contract of Sale
Amendment to Lease
Application for Zoning Variance
Assignment of Lease
Buyer's Property Inspection Report
Checklist_Office Leases
Consent by Lessor to Assignment of Lease
Consent by Lessor to Sublease
Contract of Sale of Commercial Property
Escrow Agreement
Exclusive Right to Sell
Exercising Option to Renew Lease
Extension of a Lease
Guaranty of a Lease
Lease Agreement
License Agreement
Modification of Lease
Mortgage
Mortgage Note
Mutual Cancellation of Lease
Notice of Breach of Lease
Notice of Late Fee Owed
Notice of NSF Check Charge and Late Fee Owed
Notice_Eviction Will Be Filled in Court
Offer to Lease Space
Option to Expand Space Leased
Option to Lease Agreement
Option to Purchase
Property Management Agreement
Real Estate Salesman Independent Contractor Agreement
Receipt for Lease Security Deposit
Request to Include Landlord in Tenant's Liability Insurance
Sublease
Termination of Lease Obligation
Worksheet_Location Conditions
Evictions
5-Day Notice to Quit
Notice to Pay Rent or Quit
Notice to Quit for Non-Payment of Rent
Notice To Tenant of Rent Default
Notices
Landlord Notice of Termination of Lease
Notice of Bulk Transfer
Notice of Change in Rent
Notice of Claim of Mechanics Lien
Notice of Exercise of Lease Option
Notice of Exercise of Option to Purchase
Notice of Intention to File a Mechanic
Notice of Other Lease Default
Notice of Rent Default
Notice of Right of Rescission
Notice of Unclaimed Property at Auction
Notice to Excavate Along a Common Boundary
Notice to Terminate Tenancy_At-Will by Landlord
Notice to Terminate Tenancy_At-Will by Tenant
Welcome From New Landlord
SALES & MARKETING
Agreements & Contracts
Advertising Agency Agreement
Amendment to Sales Contract
Bill of Sale
Bill of Sale_With Encumbrances
Bulk Sale Agreement
Bulk Sale Notice
Checklist_Partnership Agreement
Commitment Form
Conditional Sale Agreement
Contract for the Manufacture and Sale of Goods
Contract for the Sale of Goods
Distribution Agreement
Exclusive Distribution Agreement
Letter of Understanding Regarding Terms of Proposed Contract
Partnership Agreement
Partnership Dissolution Agreement
Sales Agency Agreement
Termination of Distribution Agreement
Bids and Proposals
Checklist_Sample Format for Responding to RFP
Cover Letter for a Cost Quotation
Different Option Enclosed in the Following Pages
Enclosed Proposal for Review
Final Reminder_ Terms and Pricing Good for a Limited Time
Inquiry About Last Quotation
Letter Enclosing Proposal
Positive Answer to Proposal
Proposal for Services
Reminder_The Prices in This Quotation Are Good for a Limited
Resubmission of Proposal
Request for Proposal
Sales Proposal
Customer Service
Addressing Complaints
Checklist_To Improve Customer Service
Customer Complaint Form
I Am Sorry You Are Displeased with the Substitute Item
Please Forgive the Error Made in Order
Refund Request Form
Sorry About the Mistake in Invoice
We Are Not Taking Your Dissatisfaction Lightly
We Received Your Return and Are Happy to Exchange it
We're Working on the Missing Shipment
We've Credited Your Account_You're Right
We've Followed the Warranty to the Letter - and Beyond
You Are Absolutely Right - You Owe Us Nothing
Customer Relations
Acknowledgment of Customer Praise of Employee
Acknowledgment of Unsolicited Ideas
Apology and Tender of Compensation
Apology for Delayed Response
Apology for Poor Service Rating on Cust. Questionnaire
Apology for System Downtime or Irregular Service
Christmas Season Thank You to Valued Customers
Congratulations on Expansion
Congratulations on Formation of a New Company
Congratulations on Service
Customer Revival, Product Sales
Customer Service Action Form
Customer Service Request Form
I Value Your Business and Regret Losing it
Letter to Customer Not Home for Service Appointment
Please Complete the Enclosed Questionnaire
Recommendation Regarding Repaired Product
Record of Purchase Form, Warranty Registration
Request for Customer Feedback
Request for Pickup of Repaired Merchandise
Second Request for Renewal of Service Agreement
Spontaneous Good Customer Relations Letter
Standard Cover Letter in Response to Inquiry
Thank You for Customer Referral
Thank You for Evaluation Product, Product Similar, Declined
Thank You for Evaluation Product, Product Unacceptable
Thank You for Favorable Product Review
Thank You for Giving Your Time
Thank You for Offer to Help Us Campaign
Thank You for Payment After Phone Call
Thank You for Product, Impressed, Declined
Thank You for Substitute Check After Denial of Discount
Thank You for Tour
Thank You for Your Confidence, Service Business
Thank You for Your Inquiry_Price List Enclosed
Thank You for Your Kind Comments
Thank You for Your Suggestions
Thanks for Recommending my Company
Thanks for the Meeting and the Consideration
Thanks to Customer for Repeat Business
Thanksgiving Letter to Customers
Welcome Discount for New Enterprise
Your Input is Needed on a New Product Being Developed
Response
Customer Return Report
Reply and Referral to Distributor
Reply Apology and Notice of Shipment in Replacement
Reply Notice of Limited Warranty
Reply Notice of Reshipment
Reply Notice of Shipment Being Traced
Reply Notice of Violation of Warranty Exclusion
Reply to Inquiry about Discontinued Model
Reply to Inquiry and Inability to Offer Substitute
Response to Improper Billing after Payment
Response to Invoice Received after Payment
Response to Request for Service on Expired Warranty
Return Authorization
Market Analysis
Checklist_Benchmarking Considerations
Checklist_Developing Services
Checklist_Industry Analysis
Checklist_Manufacturer Analysis
Checklist_Service Strategy
Checklist_Strategic Planning
Checklist_Trend Analysis
Checklist_Vendor and Supplier File
Cost Analysis of Market Research Methods
Market Study Outline
Worksheet_Business Analysis
Worksheet_Competitor Analysis
Worksheet_Demographic Analysis
Worksheet_Demographic Comparison
Worksheet_Industry & Competitive Forces Analysis
Worksheet_Target Market
Marketing Planning
Advertisement Approval
Checklist_Direct Mail Campaign
Checklist_Market Planning
Checklist_Planning an Effective Direct Mail Campaign
Follow-Up to Personal Meeting_Product Distribution
Market Development Program
Marketing Campaign Evaluation
Marketing Plan
Preliminary Acceptance of Product for Resale
Rating Marketing Media
Request for Advertising Rate Information
Worksheet_New Product or Service
Worksheet_Products and Services Differentiation
Presentations
For the Record, We'll Be Meeting at (Location)
May We Reprint Your Article for our Conference
The Presentation You Gave Was Very Helpful
Would You Be our Keynote Speaker
You Are Highly Recommended as a Speaker for our Banquet
Press and PR
Announcement
Announcement of Business Merger
Announcement of Catalogue Price Reductions
Announcement of Change of Address
Announcement of Free Delivery Limitations Change
Announcement of New Area Representative
Announcement of New Discount Offer
Announcement of New Pricing Policy
Announcement of Partnership Buyout
Announcement of Price Increase
Announcement of Price Reduction
Customer Incentive Program Announcement
Events
Checklist_Trade Show
Checklist_Trade Show Booth Setup
Trade Show Exhibit Questionnaire
Press Relations
Acceptation of Invitation to Seminar
Confirmation of Interview Appointment
Congratulations on Article
Media Relations Policy
Responding to Inaccurate Press
Press Releases
Press Release_Company Has Completed a Merger
Press Release_Company Has Completed an Acquisition
Press Release_Company Has Expended its Facilities
Press Release_Company Has Reached a Milestone
Press Release_Company Has Received Financing
Press Release_Company Reports Quarter Results
Press Release_Company Won an Award
Press Release_Hiring of Key Employee
Press Release_New Distribution Channel
Press Release_New Partnership-Collaboration
Press Release_New Product or Service
Press Release_Opening a New Office
Press Release_Promotion of Employee
Price Lists
Price Setting
Purchase Orders & Price Quotes
Letter_Purchase Order Issued on Acceptance of Delivery Date
Price Quotation
Purchase Order
Purchase Order (spreadsheet)
Sales Receipt
Sales & Marketing Material
Brochure Sample
Creating a Marketing Brochure
Sales Force
Checklist_Communicating with Prospective Clients
Checklist_Sales Rep Evaluation
Commission Summary
Memorandum on Sales Seminar
Prospecting Sheet
Sales Commission Policy
Sales Expenses Reimbursement Policy
Sales Letters
A Mutual Friend Suggested I Contact you
Apology for Missing Appointment
Awarding Contract Letter
Confirmation of Purchase Agreement
Confirmation of Verbal Order
Customer Letter for Departed Employee
Expiration of Service Contract
Free Business Needs Analysis
I Look Forward to Meeting with You
I Must Reschedule our Meeting
Introduction Letter
Invitation to Demo New Product Line
Let Me Introduce Myself as Your New Sales Rep
Letter Announcing New Product
Letter Announcing New Service
May I Introduce our New Employee to You
New Open Account Welcome and Terms Letter
Now is a Great Time to Reorder
Our Company Name is Changing
Our New Product Line is a Natural Fit for Your Business
Permission to Use Unsolicited Testimonial
Price Increase
Product Literature in Response to Phone Inquiry
Soliciting Testimonials from Clients
Special Pricing Policy for Repeat Buyers
Submit Product for Distribution or Resale
Thank You for Your Order
Thank You for Your Request for More Information
Thanks for Visiting our Exhibit
Update on a Few Things We're Doing
Visit our New Website!
We Are Pleased to Announce our Recent Acquisition
We Have Extended our Business Hours
We Have Moved to a Bigger Office
We Would Like to Welcome You Back as a Customer
Wondering Why You Stopped Purchasing from Us
Won't You Join Us For a Party
You've Attained Valued Customer Status with our Company
Surveys
Brand Loyalty Survey
Client Satisfaction Survey
General Market Survey
Importance Scale Survey
Market Survey_B2B
Quality Comparison Survey
Quality Scale Survey
Rate your Company
Telemarketing Scripts
How to Develop a Script
Script Sample
Telemarketing Report
