Business Templates

This invoice template is used to bill clients for goods or services rendered. It provides a clear breakdown of costs, payment terms, and contact information for both parties.

Template from the Marketing catalogue. Edit to customise.

A business continuity plan to help African SMEs prepare for and respond to disruptions, ensuring essential functions continue during emergencies.

This document serves as a formal notice from a debtor to their creditor, outlining their intention to tender payment for an outstanding debt. It is used when a debtor wishes to formally offer payment, often to stop the accrual of interest or to demonstrate willingness to pay.

Standard indefinite-term employment agreement.

Supplier Onboarding Form for new vendors to provide their details and agree to terms.

This document is a formal demand for detailed particulars regarding the rejection of goods supplied. It is used by a supplier to request specific reasons and evidence for the rejection to facilitate dispute resolution or corrective action.

A standard form used to qualify potential sales leads, gather essential contact information, and assess their needs and interest in products or services.

A Non-Conformance Report (NCR) documents deviations from specified standards or requirements, enabling effective tracking and resolution.

This template outlines the key steps and considerations for developing a comprehensive marketing plan, suitable for SMEs looking to strategize their market outreach and growth.

This document provides a structured template for tracking sales opportunities through various stages of the sales pipeline, helping businesses monitor progress and manage their sales efforts effectively.

This quarterly balance sheet template provides a snapshot of a company's financial health at the end of each fiscal quarter. It details assets, liabilities, and equity, offering crucial insights for financial analysis and decision-making.

A comprehensive checklist for conducting quality control inspections to ensure products or services meet predefined standards.

This Accident Report template is used to document any workplace incident, accident, or near-miss. It is crucial for incident investigation, identifying root causes, and implementing corrective actions to prevent recurrence.

This document outlines the key steps and considerations for effectively outsourcing software development, from defining project requirements to managing vendor relationships. It is intended for SMEs looking to leverage external expertise for their software projects.

This Quality Assurance Plan template outlines the procedures and standards to ensure the quality of products, services, or processes within a Southern African business context. It is designed to be used by companies implementing or improving their quality management systems.

This template is an Administrative Services Agreement suitable for use between a client organization and a service provider for the provision of administrative and support functions. It can be used when outsourcing non-core business activities to a third-party specialist.

This Product Brief template is used to provide a concise overview of a new product or feature for internal stakeholders and external partners, outlining its purpose, key features, and market positioning.

This document is a formal request from a customer to a supplier for a refund on merchandise that was ordered and paid for but never delivered. It is used when attempts to resolve the issue informally have been unsuccessful.

This Certificate of Incumbency template is used to formally verify the identity of the current directors, officers, and sometimes shareholders of a company. It is typically required by banks, financial institutions, or foreign entities to confirm who is authorized to act on behalf of the company.

This CRM Spreadsheet template helps Southern African SMEs record and track customer interactions, sales leads, and client information. Use it to manage customer relationships effectively and improve sales processes.

This template is used to formally inquire about a previously received quotation, requesting clarification, modifications, or an updated offer. It is suitable for businesses that need to follow up on a quote from a supplier or service provider.

This template is used to formally acknowledge the cancellation of a back-order by a customer. It confirms the details of the cancelled order and any implications.

Enterprise-grade policy document with purpose, scope, definitions, procedures, responsibilities, compliance monitoring, and revision history — fully editable and ready for executive sign-off.