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Document templates

Start from dozens of Plumsail Documents templates. Create invoices, agreements, quotes, sales proposals and automatically send by e-mail, collect e-signatures, or save to your favorite apps.

Basic invoice

Basic invoice
DOCX

This free, simple invoice template with functions to automate calculation and data filling.

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Site report

Site report
DOCX

Site report template for mobile stuff with the ability to add multiple photos.

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Invoice

Invoice
DOCX

A basic invoice template that contains all essential blocks of information, including a pricing table.

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Service invoice

Service invoice
XLSX

Service invoice template for the provision of services.

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Simple expense compensation request

Simple expense compensation request
DOCX

Word expense reimbursement request template to submit and manage expense claims.

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Sales agreement

Sales agreement
DOCX

Template for all cases when you need to make a sales agreement. Generate and share your PDF document now!

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W-9 Tax Form

W-9 Tax Form
PDF form

Automatically collect W-9 form information from freelancers and independent contractors.

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Airtable invoice

Airtable invoice
DOCX

Explore the Plumsail Documents extension for Airtable using this template.

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Sales quote

Sales quote
XLSX

Automate your sales quoting with this free sales quotation template.

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Purchase order

Purchase order
XLSX

Create purchase orders from a template and send them directly to your suppliers.

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Order confirmation

Order confirmation
DOCX

A sample order confirmation template containing all essential information.

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Application for employment

Application for employment
PDF form

A fillable PDF form of the employment application.

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Employment contract

Employment contract
DOCX

Use this customizable Word template for an employment agreement when you hire a new employee.

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Non-disclosure agreement

Non-disclosure agreement
DOCX

Instantly provide your new partnerships with nondisclosure terms.

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Proforma invoice

Proforma invoice
DOCX

A Proforma invoice is used to provide customers with a preliminary estimation of services or goods.

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Loan agreement

Loan agreement
DOCX

Use this Word loan agreement template to generate loan contracts automatically.

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Commercial invoice

Commercial invoice
DOCX

This sample of a commercial invoice template will help you to process trans-border shipments.

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Product quote

Product quote
DOCX

This product quote template has all the necessary fields including discounts and tax.

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Salesforce quote

Salesforce quote
DOCX

This product quote template has a basic set of fields for Salesforce opportunities

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Credit note

Credit note
DOCX

A free and simple template of credit note with an itemized table.

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Payment agreement

Payment agreement
DOCX

Use this payment agreement template to specify the terms of repaying a loan.

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Plumsail sales invoice

Plumsail sales invoice
DOCX

A sales invoice template to invoice customers buying your services or products.

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Shareholder agreement

Shareholder agreement
DOCX

Shareholder agreement template (stockholders' agreement) to outline shareholders' rights and obligations.

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Freelance invoice

Freelance invoice
DOCX

If you are a freelancer, start with this freelance invoice template to fasten billing your clients.

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Medical invoice

Medical invoice
DOCX

Medical invoice, editable and fillable and can be converted to PDF if it needs to be.

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Payment receipt

Payment receipt
DOCX

Payment receipt template with automatic total calculation.

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Simple purchase order

Simple purchase order
DOCX

This template of a purchase order has all the necessary fields.

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Request for proposal

Request for proposal
DOCX

Use a request for proposal template when you have a project to complete and need to find the best vendor.

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Non-compete and non-disclosure agreement

Non-compete and non-disclosure agreement
DOCX

The template is the most complete. Includes statements on non-competition, non-disclosure, non-solicitation.

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Website development agreement

Website development agreement
DOCX

Website development contract that suits all, freelance/agency developers or a company/sole entrepreneur.

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Accounting agreement

Accounting agreement
DOCX

This accounting agreement template is for an accountant/accounting agency and their clients.

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Price quotation

Price quotation
DOCX

Another template of a price quotation you can use to provide your clients with a price quote.

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Service contract

Service contract
DOCX

Word service agreement sample that outlines details of services, schedules, terms, and more.

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Partnership agreement

Partnership agreement
DOCX

A partnership contract is for entering into a partnership between sole entrepreneurs, and any legal entities.

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Freelancer contract

Freelancer contract
DOCX

This contract will work for you if you're a freelancer or a company going to hire one to complete services.

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Packing slip

Packing slip
DOCX

A free Word pack slip template is created to list all items included in packing.

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Sales of goods contract

Sales of goods contract
DOCX

Whether you're a provider or buyer of goods, this sales of goods contract template will work for you.

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License agreement

License agreement
DOCX

Non-transferable and non-exclusive license agreement template.

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Software quote

Software quote
DOCX

Propose and sell software services with this software quotation template.

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Client confidentiality agreement

Client confidentiality agreement
DOCX

Use this template of a client confidentiality agreement to protect sensitive information.

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Confidential agreement (employment)

Confidential agreement (employment)
DOCX

Use this confidential agreement template in addition to the employment contract when you hire a new employee.

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Employee Net Promoter Score (eNPS) report

Employee Net Promoter Score (eNPS) report
PPTX

eNPS report template with charts in PowerPoint (PPTX) format for report generation.

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Intellectual property sale agreement

Intellectual property sale agreement
DOCX

Use this template of intellectual property sale agreement to sell or buy intellectual rights.

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Purchase requisition

Purchase requisition
DOCX

Use this purchase requisition when employees within the organization request a purchase of goods or services.

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Student registration sheet

Student registration sheet
DOCX

Student registration sheet template in Word format to speed up the registration process for new students.

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Estimate invoice

Estimate invoice
DOCX

An estimate invoice will help you show customers an amount you expect to charge for services or goods.

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Hourly invoice

Hourly invoice
DOCX

Use this hourly invoice template to list performed services, hourly rates, and final costs.

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Labour invoice

Labour invoice
DOCX

Use this labor invoice template to record services and materials used to complete a job.

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Property list

Property list
DOCX

Use this free real estate listing template with photos for commercial proposals to tenants.

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Simple invoice

Simple invoice
DOCX

A simple invoice template that contains all essential blocks of information, including a pricing table.

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Audit quotation

Audit quotation
DOCX

Use this quotation template for the provision of audit services.

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Branding quotation

Branding quotation
DOCX

Use our free template and easily generate your branding quotes in PDF format.

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Business quotation

Business quotation
DOCX

Use this quotation template for the provision of goods and services.

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Sales quotation

Sales quotation
DOCX

Use this template of sales quotation to reply to your customer requests for product and service supply.

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Company report

Company report
PPTX

Use our free company report template to create a design-looking presentation and share it with colleagues.

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Auto repair quotation

Auto repair quotation
DOCX

Use this auto repair quotation template to reply to your customer requests for quotes.

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Bank account opening application

Bank account opening application
PDF form

Bank account opening application fillable PDF template. Customize the template to your needs.

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Builders quotation

Builders quotation
DOCX

Use this builders quotation template to reply to your customer requests for quotes.

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Business proposal quotation

Business proposal quotation
DOCX

Use this business proposal quotation template to reply to your customer requests for quotes.

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Catering quotation

Catering quotation
DOCX

Use this catering quotation template to reply to your customer requests for quotes.

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Commercial cleaning quotation

Commercial cleaning quotation
DOCX

Сommercial quotation template for cleaning services.

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Contractor quotation

Contractor quotation
DOCX

Use this contractor quotation template to reply to your customer requests for quotes.

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Electronic repair quotation

Electronic repair quotation
DOCX

Use this electronic repair quotation template to reply to your customer requests for quotes.

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Event photography quotation

Event photography quotation
DOCX

Use this event photography quotation template to reply to your customer requests for quotes.

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Graphic design quotation

Graphic design quotation
DOCX

Use this graphic design quotation template to reply to your customer requests for quotes.

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IT consulting quotation

IT consulting quotation
DOCX

Use this IT consulting quotation template to reply to your customer requests for quotes.

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Interior design quotation

Interior design quotation
DOCX

Use this interior design quotation template to reply to your customer requests for quotes.

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Invoice for Power Apps

Invoice for Power Apps
XLSX

This is a basic XLSX template for generating invoices through Power Apps.

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Machinery purchase quotation

Machinery purchase quotation
DOCX

Use this machinery purchase quotation template to reply to your customer requests for quotes.

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Medical report

Medical report
DOCX

Medical report template for healthcare. Generate ready-to-use medical reports using a free Word template.

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Network quotation

Network quotation
DOCX

Use this network quotation template to reply to your customer requests for quotes.

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Product presentation

Product presentation
PPTX

Use this basic PowerPoint template of product presentation to attract more distributors and customers.

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Project management quotation

Project management quotation
DOCX

Use this project management quotation template to reply to your customer requests for quotes.

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Purchase quotation

Purchase quotation
DOCX

Use this template of purchase quotation to reply to your customer requests for product and service supply.

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Restaurant menu & special offer food menu

Restaurant menu & special offer food menu
PPTX

Free restaurant menu template, perfect for special offers and business lunches.

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Security service quotation

Security service quotation
DOCX

Use this security service quotation template to reply to your customer requests for quotes.

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Settlement agreement

Settlement agreement
DOCX

A sample settlement agreement template (a.k.a compromise agreement).

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Small business quotation

Small business quotation
DOCX

Use this small business quotation template to reply to your customer requests for quotes.

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Training course quotation

Training course quotation
DOCX

Use this training course quotation template to reply to your customer requests for quotes.

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Travel request

Travel request
DOCX

Business Travel Request

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Web project quotation

Web project quotation
DOCX

Use this web project quotation template to reply to your customer requests for quotes.

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