Document examples
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Proposals, agreements, invoices, policies and reports, each written the way the trade writes them and laid out on real A4 pages. Nothing is summarised, so you can judge the wording before you use it.
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309 examples, page 4 of 13
Discount request letter offering volume and faster payment
A discount request letter asks a supplier for a specific price and offers something back, such as more volume, a longer commitment or faster payment. This one page letter from a four cafe group asks its coffee roaster for 8 percent off in return for a 3,600 kg commitment and 14 day payment.
Dishonoured payment notice after a failed direct debit
A dishonoured payment notice tells a customer that a payment bounced, what they now owe including any fee, when the business will try again and how else they can pay. Written well, it fixes a failed direct debit without embarrassing the customer or losing the membership.
Distribution agreement template with territory and targets
An exclusive distribution agreement is a trade: a territory in exchange for volume. This one appoints a New Zealand distributor for a skincare range at 48 per cent of recommended retail, with purchase targets rising from NZD 240,000 to NZD 420,000 across three years, and exclusivity that converts to non exclusive if a target is missed by more than 15 per cent.
DJ contract template with set times, power and an overtime rate
A DJ booking is made on a phone call and remembered differently by everyone. This agreement writes the night down as six timed segments, says exactly what power and space the venue has to supply, and prices the hour after midnight before anyone is asking for it at midnight.
Donation receipt
A wildlife charity issues one receipt for a year of giving. The interesting part is the second table, where a raffle ticket and a gala seat are listed and then excluded, because something was received in return for them.
Donation request letter template with a specific ask and what it buys
The difference between a donation letter that works and one that does not is usually a single number. This one page letter asks twenty local businesses for $500 each, then shows in a four row table that $500 is exactly what one Thursday dinner service costs, from the produce to the food safety supervisor.
Dress code policy template for a hospital, by role
A dress code policy has to say what each person wears and why, so the rules protect patients and staff instead of reading like taste. This three page policy for a 180 bed private hospital does that with a uniform and footwear table for seven roles, five bare below the elbows rules, ID and jewellery rules, uniform supply and a fair process for exemptions.
Drug and alcohol policy template with clear testing triggers
A drug and alcohol policy has to set a clear fitness for work standard, say exactly when and how testing happens so nobody is singled out, offer real help, and spell out the consequences. This five page Australian policy for a civil construction firm with heavy plant and live traffic does that, with six testing triggers and a zero breath alcohol standard.
Electrical contractor agreement with a licence clause and staged payments
Electrical work is the one trade where the paperwork at the end matters as much as the work, because without the certificate the installation is not signed off. This agreement ties the last payment stage to that certificate and sets the progress claim deadlines the payment legislation actually uses.
Employee confidentiality agreement with information classes
Most employee confidentiality agreements treat every secret the same way. This one sorts information into four classes, gives each its own handling rule and its own survival period, and is executed as a deed so it still binds after the salary that supported it has stopped.
Employee handbook
The handbook a new starter actually reads in their first week, written for a four clinic health provider with 61 staff. Eight sections, each answering a question in under a minute: what kind of employment you are on, when you work, what leave you get, how we expect people to behave in front of patients, what you may and may not do with a patient record, the five safety rules, and how notice works when you go. It says plainly that the award and the National Employment Standards win wherever the handbook differs from them.
Employee loan agreement template repaid by payroll deduction
An employee loan agreement template records money an employer lends to a staff member and how it comes back. When repayment is by payroll deduction, Australian law requires the employee's written authority, and the agreement has to say what happens if they leave or withdraw that authority before the loan is repaid.
Employee of the month certificate that states the reason
An employee of the month certificate names the person, the month and, most importantly, the reason, so colleagues can see what is being rewarded. This example from a supermarket recognises a produce team member who cut the cold chain check to under 20 minutes and produce waste by a third.
Employee recognition letter that names one specific result
An employee recognition letter works when it names exactly what the person did and what difference it made, so it can sit on their file as evidence rather than a pleasantry. This one thanks a dispatcher for keeping 148 deliveries moving through a six hour routing outage, and puts the result in three numbers.
Employee transfer letter naming the new site, the manager and the start date
Moving someone between sites is only a small change on paper and a large one in their week, so the letter has to answer both. This one names the new store, the new manager and the team size, fixes the first day, funds the extra 14 kilometres for twelve weeks, and lists what carries across untouched.
Employment contract
A full time ongoing contract for an operations coordinator on $86,000 plus $10,320 of superannuation. Eleven numbered clauses, a leave table drawn from the National Employment Standards, and a notice table that scales with service.
Environmental impact report template with an emissions table and reductions
An environmental impact report has to state what a business measured and how, where its emissions, water and waste come from, and what it will do to reduce them by when. This six page report for a craft brewery sets out its scope and method, an emissions table across scopes 1, 2 and 3, water and waste, six costed reduction actions, targets to 2030 and a data quality rating.
Equal opportunity policy template with the law behind every attribute
An equal opportunity policy has to name the attributes that cannot be used against anyone, turn that into concrete rules for hiring and promotion, and give people a way to ask for adjustments and to complain. This four page Australian policy for a freight company with 340 staff does that with an attribute table citing each Act and seven recruitment rules.
Equipment hire agreement template with the rates in a schedule
A hire agreement is a price list, an insurance decision and a return date, and the argument is always about the day it came back. This one puts the equipment and rates in a schedule, makes the damage waiver a choice with its price, and defines late return in hours so there is nothing to interpret.
Equipment loan agreement with a condition report and a return date
An equipment loan agreement is what turns a favour into a record: it names the machine, fixes the day it comes back, and says who pays when something breaks. This one lends a rotary hoe from a community garden to a member for six days at no charge, and it fits on two pages.
Equipment sale agreement with serial numbers and an inspection window
Used machinery changes hands on a workshop floor, and the argument afterwards is always about condition or about who damaged the door frame on the way out. This agreement records the serial numbers and the known faults, gives the buyer two days to power the machines up, and puts the rigging, the making good and the storage charge in writing.
Event plan template with budget, timeline and run sheet
An event plan has to show why the event is happening, what it will cost against what it will bring in, and who does what from the first booking to the last guest leaving. This seven page plan for a charity gala dinner for 300 does that with objectives against last year, a $62,000 budget and $153,200 income target, a planning timeline, vendors, guest access, a run sheet and risks.
Event planning contract with a vendor table and a spending limit
Most event disputes are really one of two arguments: who was actually contracted to the caterer, and who approved the extra $3,000. This contract answers both on the first two pages, with a vendor table that names the contracting party on every line and a spending limit the planner cannot quietly exceed.
Expense analysis report with a category chart, top vendors and savings
An expense analysis report looks back over a year of spending to show where the money goes, what is growing faster than income, and what can be saved without hurting the business. This four page analysis for a dental practice breaks $1,284,000 into ten categories with a donut chart, names the top ten vendors, and turns five findings into six savings actions worth $26,600 a year.
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