💻Picked for you44 templates · 1 group

Get it done — faster.

Templates and step-by-step kits your team can put to work in minutes.

Easy to edit
Built for the way you work
AI help when you need it

AI drafting, smart fields & SADC compliance included

Jump to what you needBest for new businesses Best for compliance Best for funding Best for hiring Best for getting clients

Why this section pays for itself

Short on time? Start with the top card.

Popular right now

What operators are grabbing today.

Save time with this bundle

One workflow. Five docs. Done by lunch.

Most downloaded this week

Battle-tested by 12,000+ SMEs.

Recommended for your profession

Get a pack built around your role.

Browse all professions →

IT & Software · Ingested it & software templates auto-classified from the internal Ubuntu BizBox catalogue.

Format intelligence

Every template is auto-tagged with the right file format and a complexity tier so you know what you're downloading before you open it.

DOCX · WordXLSX · ExcelHybrid · Word + ExcelPPTX · PowerPointPDF · PDF

Operational classification

Department: Owning team — who runs this template day-to-day.
Stage: Business lifecycle — Start, Run or Scale.
Frequency: How often it's used — One-off, Recurring or On-demand.
Audience: Who reads it — Internal, External or Regulator.

Workflow bundles

Templates are auto-linked into end-to-end business workflows so you can see where each one fits in a real operational sequence.

Lead-to-Cash · 7 stepsHire-to-Retire · 9 stepsProcure-to-Pay · 7 stepsPlan-to-Launch · 6 stepsMarketing Campaign · 5 stepsMonthly Finance Close · 5 stepsGovernance Cycle · 5 stepsCustomer Success · 5 steps

Complete the workflow

These workflows pass through this category. Grab the missing steps from neighbouring categories to run the whole sequence end-to-end.

Procure-to-Pay

Need → purchase order → supplier paid.

1/7

in this category

1. Requisition
2. Source
3. Approve
4. Order
5. Receive
6. Invoice
7. Pay

Pick up the missing steps

Requisition: Purchase Requisition (Procurement & Supply Chain)
Source: Bid Proposal (Proposals & Quotations), Vendor Evaluation Form (Operations & SOPs), Supplier Evaluation Form (Procurement & Supply Chain)
Approve: Overtime Approval Form (Human Resources), Expense Approval Form (Administrative), Return of Goods on Approval (Production & Operations)
Receive: Delivery Note (Procurement & Supply Chain), Goods Received Note (Production & Operations), Delivery Note (Legal Agreements)

Plan-to-Launch

Idea → registered company → trading.

1/6

in this category

1. Validate
2. Model
3. Plan
4. Register
5. Fund
6. Launch

Pick up the missing steps

Validate: Feasibility Study (Business Formation & Startup), SWOT Analysis (Business Formation & Startup), Market Research Report (Business Formation & Startup)
Model: Business Model Canvas (Business Formation & Startup), Business Model Canvas (Industry Business Plans), Business Model Canvas Worksheet (Playbooks & How-To Guides)
Register: Company Registration Checklist (Business Formation & Startup), Founder Agreements (Business Formation & Startup), Shareholders Agreement (Legal Agreements & Contracts)
Fund: Investor Pitch Deck (Business Formation & Startup), Capital Raising Documents (Business Formation & Startup), Due Diligence Request Lists (Business Formation & Startup)