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Plain-English contracts that protect you — ready in minutes, not days.
- NDAs & client contracts
- Service & supply deals
- Built for Southern Africa
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- 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.
Templates are auto-linked into end-to-end business workflows so you can see where each one fits in a real operational sequence.
Complete the workflow
These workflows pass through this category. Grab the missing steps from neighbouring categories to run the whole sequence end-to-end.
Board agenda → resolution → audit trail.
- 1. Agenda
- 2. Pack
- 3. Minutes
- 4. Resolve
- 5. Audit
- Pack: Board Pack (Strategy & Executive Management), Governance Reports (Specialized & Advanced)
- Audit: Operational Audit Checklist (Operations & SOPs), Internal Audit Checklist (Governance & Compliance), Risk Register (Governance & Compliance)
Idea → registered company → trading.
- 1. Validate
- 2. Model
- 3. Plan
- 4. Register
- 5. Fund
- 6. Launch
- 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)
- Fund: Investor Pitch Deck (Business Formation & Startup), Capital Raising Documents (Business Formation & Startup), Due Diligence Request Lists (Business Formation & Startup)
- Launch: Startup Checklist (Business Formation & Startup), Launch Timeline (Business Formation & Startup), Startup Operating Procedures (Business Formation & Startup)
Cold lead → signed deal → paid invoice.
- 1. Prospect
- 2. Qualify
- 3. Propose
- 4. Negotiate
- 5. Contract
- 6. Invoice
- 7. Collect
- Prospect: Lead Tracking Sheet (Sales), Prospecting Sheet (Sales), How To Be A Leader Not A Boss (Playbooks & How-To Guides)
- 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)
- Negotiate: Exclusive Negotiation Agreement (Legal Agreements), Term Sheet for Series A Round of Financing (Legal Agreements), Term Sheet (Legal Agreements)
Job opening → onboarded employee → exit.
- 1. Plan
- 2. Source
- 3. Screen
- 4. Interview
- 5. Offer
- 6. Onboard
- 7. Manage
- 8. Discipline
- 9. Exit
- 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)
- Interview: Risk Assessment (Business Formation & Startup), Interview Evaluation Form (Human Resources), Candidate Assessment Form (Human Resources)
- Offer: Job Offer Letter (Human Resources), Job Offer Letter Long (Legal Agreements), Job Offer Letter Simple (Legal Agreements)
Need → purchase order → supplier paid.
- 1. Requisition
- 2. Source
- 3. Approve
- 4. Order
- 5. Receive
- 6. Invoice
- 7. Pay
- 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)
Distribution Agreement
Protect your business and your income
Lease Agreement
Protect your business and your income
Consulting Agreement
Protect your business and your income
Partnership Agreement
Protect your business and your income
Joint Venture Agreement
Protect your business and your income
NDA (Non-Disclosure Agreement)
Protect your business and your income
Shareholders Agreement
Avoid co-founder disputes before they start
General Power of Attorney
Protect your business and your income
Service Agreement
Get paid on time, every time
Minutes of Meeting
Protect your business and your income
Franchise Agreement
Protect your business and your income
Property Management Agreement
Protect your business and your income