⚖️Picked for you716 templates · 9 groups

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 →

Legal & Contracts · Ingested legal & contracts 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.

Lead-to-Cash

Cold lead → signed deal → paid invoice.

4/7

in this category

1. Prospect
2. Qualify
3. Propose
4. Negotiate
5. Contract
6. Invoice
7. Collect

Pick up the missing steps

Qualify: Request for Proposal (RFP) (Sales), Request for Proposal (RFP) (Proposals & Quotations), Sample Format for Responding to RFP (Checklist) (Proposals & Quotations)
Propose: Investor Pitch Deck (Business Formation & Startup), Partnership Proposal (Business Formation & Startup), Funding Proposal (Finance & Accounting)
Invoice: Invoice (Finance & Accounting), Commercial Sales Invoice (Finance & Accounting), Receipt Template (Finance & Accounting)

Hire-to-Retire

Job opening → onboarded employee → exit.

3/9

in this category

1. Plan
2. Source
3. Screen
4. Interview
5. Offer
6. Onboard
7. Manage
8. Discipline
9. Exit

Pick up the missing steps

Plan: Job Description (Human Resources), Marketing Manager Job Description (Marketing), Marketing Director Job Description (Marketing)
Screen: Employment Application Form (Human Resources), Employee Reference Check Form (Human Resources), Checklist Temporary Help Agency Screening (Legal Agreements)
Offer: Job Offer Letter (Human Resources), Job Offer Letter Long (Legal Agreements), Job Offer Letter Simple (Legal Agreements)
Onboard: Employee Handbook (Human Resources), Client Onboarding Form (Sales), How to Steps for Client Onboarding Process (Playbooks & How-To Guides)

Procure-to-Pay

Need → purchase order → supplier paid.

3/7

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)
Receive: Delivery Note (Procurement & Supply Chain), Goods Received Note (Production & Operations), Delivery Note (Legal Agreements)
Invoice: Credit Note (Legal Agreements), 21 Request to Locate Former Employee 22 Credit Note (Finance & Accounting), Credit Note (Finance & Accounting)

Plan-to-Launch

Idea → registered company → trading.

3/6

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)
Launch: Startup Checklist (Business Formation & Startup), Launch Timeline (Business Formation & Startup), Startup Operating Procedures (Business Formation & Startup)

Governance Cycle

Board agenda → resolution → audit trail.

2/5

in this category

1. Agenda
2. Pack
3. Minutes
4. Resolve
5. Audit

Pick up the missing steps

Pack: Board Pack (Strategy & Executive Management), Governance Reports (Specialized & Advanced)
Minutes: Minutes of Meeting (Legal Agreements & Contracts), Minutes of Meeting (Most Downloaded), Minutes of Meeting of Directors First (Legal Agreements)
Audit: Operational Audit Checklist (Operations & SOPs), Internal Audit Checklist (Governance & Compliance), Risk Register (Governance & Compliance)

Customer Success

Kickoff → adoption → renewal.

2/5

in this category

1. Onboard
2. Train
3. Support
4. Measure
5. Renew

Pick up the missing steps

Onboard: Client Onboarding Form (Sales), How to Steps for Client Onboarding Process (Playbooks & How-To Guides), Customer Onboarding Checklist (Customer Service)
Train: Employee Training Plan (Operational & Strategic Plans), Employee Training Plan (Legal Agreements), Employee Training Plan (HR & People)
Measure: Employee Satisfaction Survey (Human Resources), Customer Satisfaction Survey (Sales), Customer Feedback Form (Legal Agreements)

DOCXQuick

Use template

Someone in Johannesburg just bought NDA template