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All Templates Articles - Page 2

How To Write an Offer Letter + Free Template

By Charlette Beasley on September 3, 2020 | Human Resources, Recruiting, Templates

An offer letter is the correspondence a hiring manager sends to a candidate when offering them a job. Although offer letters typically include basic information like the job description and compensation, the true goal of an offer letter is to convince a candidate to accept the position. For that reason, offer letters should clearly state…

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Non-Disclosure Agreement (NDA): Definition & Free Template

By Patrick Proctor on August 19, 2020 | Human Resources, Recruiting, Templates

Non-Disclosure Agreement (NDA): Definition & Free Template

A non-disclosure agreement (NDA), also known as a confidentiality agreement, is a legal document used to safeguard your business’ proprietary information and data. An NDA is used by businesses when sharing this type of information with at least one other person or organization. The document states that the information cannot be disclosed by one or…

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What Is a Non-Compete Agreement? + Free Template

By Patrick Proctor on August 5, 2020 | HR Laws, Human Resources, Templates

Non-Compete Agreement Document

A Non-compete Agreement (NCA) is used to safeguard a business’s competitive interests. This agreement, or contract, is used by a business when it has a unique or well-performing product, service, or sales platform with clientele that could be depreciated with departing employees. Non-compete Agreements are used to keep current employees or other associates, like clients…

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Free Business Proposal Template (Tips & Examples)

By Jess Pingrey on July 17, 2020 | Sales, Sales Process, Templates

Business proposals are documents that describe the terms of a sale for potential buyers. They’re typically used by B2B businesses to provide detailed explanations of their products and services, pricing, and scope of work. They can be customized, but they typically follow a business proposal template, which is why using a repeatable process is important…

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How to Prepare a Sales Contract in 7 Steps (+ Free Template)

By Jason Aten on June 18, 2020 | Sales, Sales Process, Templates

Sales Contract

Preparing a sales contract is one of the most important steps in the sales process. It involves making sure that you clearly define the customer needs, agree on a solution, establish terms, and address any outstanding issues. Doing this effectively makes all the difference in closing the deal and building a successful customer relationship. 1….

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How to Craft a Consulting Proposal That Wins Clients (+ Template)

By Jason Aten on June 18, 2020 | Sales, Sales Process, Templates

Consulting Proposal

An effective consulting proposal is one that clearly articulates the customer’s needs and provides a personalized solution that addresses those needs in an easily digestible format. Since consulting proposals require time and effort, templates ensure critical information and best practices aren’t forgotten when crafting bids, which can result in more consistent client wins. As you…

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6 Free Time Cards & Downloadable Timesheet Templates

By Patrick Proctor on April 22, 2020 | HR Operations, Human Resources, Templates

A timesheet tracks the hours employees work over a period of time. Small businesses use employee time card data to calculate company payroll, and independent contractors and freelancers use them to bill for time worked. We’ve provided six free downloadable timesheet templates for multiple pay schedules: weekly, biweekly, semimonthly, monthly, and daily. If you’re interested…

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Free Sales Call Report Template: PDF, DOCX & Auto-CRM Reports

By Lisa McGreevy on March 24, 2020 | Sales, Sales Reports, Templates

Sales call reports provide information on engagements with prospects and customers and clarity around lead or deal status. They can also highlight trends and identify areas for improvement. We’ve provided two free sales call report templates that can be printed as PDFs or saved and edited as Word documents to help you create your own….

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Line Cook Job Description [+Free Templates]

By Mary King on January 9, 2020 | Human Resources, Recruiting, Templates

A line cook arranges a single kitchen workstation and prepares dishes from that station during restaurant service. Line cooks are mid-level in the kitchen hierarchy, reporting to the sous-chefs, and ultimately the chef. A line cook job description should include a list of required daily tasks, as well as the experience required for the job….

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How to Use a Restaurant Schedule Template [+Free Templates]

By Mary King on January 8, 2020 | Restaurants, Retail, Templates

A restaurant schedule template can help you keep your staff schedules organized that, in turn, can help you control labor costs and positively impact your staff morale. Creating a restaurant schedule can be tedious and time-consuming, but with the right tools and a little preparation, you can easily speed up your scheduling process. Restaurant Scheduling…

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4 Free Retail & Online Store Business Plans

By Blake Stockton on December 13, 2019 | Business Ideas, Starting a Business, Templates

A retail business plan can help entrepreneurs analyze their business concept and explain why it will be successful. Many banks and investors like to see companies’ strategic plans before agreeing to provide funding. All business plans for retail and online stores should showcase their products and services, financial projections, and marketing strategies. Before starting your…

7 Free Estimate Templates to Help You Win More Deals

By Jason Aten on November 1, 2019 | Sales, Sales Process, Templates

An estimate template is a reusable form that can be sent to customers to provide a breakdown of the costs associated with a project or product purchase. Estimates should include both the materials and labor involved, and these templates are designed to be easy to use for a variety of businesses. is a customer relationship…

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