Free Business Templates for Small Business
A template is only worth anything if you can actually use it in the next ten minutes. Everything on this page is either a fillable tool that runs in your browser or a layout you can copy straight into Excel or Google Sheets, print, and hand to someone. No email gate, no download that turns out to be a sales call.
These are the 75 templates in the Updoot library, grouped by the part of the business they belong to: hiring and reviews, time and PTO, scheduling, money, operations and projects, meetings and planning, and sales. Start with the section that matches the problem in front of you.
Quick Answer
Every template here is free and requires no signup. Most are interactive tools you fill in on the page, then print or copy as plain text. Others are structured layouts built for Excel and Google Sheets. Jump to the category you need below, or use the section list to browse.
How to Use This Library
- Templates are grouped by business function, not by file type. Pick the problem first.
- Interactive templates fill in and print directly from the page with nothing saved or sent.
- Excel and Sheets templates are built to be copied and adapted, not used exactly as-is.
- Policy templates are starting points. Have anything binding reviewed before you issue it.
- A template solves one document. If you are rebuilding the same one every week, that is a workflow problem, not a template problem.
Template Categories
Hiring, Reviews and HR Templates
Job descriptions, performance reviews, PIPs, onboarding, investigations, and the policies that sit behind them.
Time Tracking and PTO Templates
Timesheets, PTO accrual and requests, billable hours, and the conversion formulas that make the math work.
Scheduling and Shift Policy Templates
Weekly schedules, compressed and rotating shift patterns, swap requests, and remote and flexible work policies.
Where templates stop working
A spreadsheet schedule is fine until someone requests a swap, a shift gets covered, and three people are looking at three different versions. The same is true of PTO: a tracker works until balances need to be accurate for payroll. Updoot handles schedules, swap requests, PTO balances, and punches in one place, so the schedule everyone sees is the one that feeds hours into payroll. See scheduling and PTO.
Payroll, Invoicing and Budget Templates
Payroll registers, pay slips, invoices, quotes, purchase orders, expense reports, and annual budgets.
Project, SOP and Operations Templates
Standard operating procedures, project briefs and checklists, workload planning, risk registers, and responsibility charts.
Meeting, Goal and Planning Templates
Agendas that produce decisions, accountability charts, SMART goals, and vision statements.
Sales and Marketing Templates
Customer profiles, ICP scoring, lead generation KPIs, and content and communications planning.
Free Calculators and Interactive Tools
Alongside the templates, there is a set of calculators that answer a single number question without a spreadsheet. These cover the math that usually gets done badly on the back of an envelope: break-even, margin, PTO accrual, commission, customer acquisition cost, and lifetime value.
When a Template Is No Longer Enough
Templates are the right answer for anything occasional. A quote you send twice a month, an annual budget, a performance review cycle, a policy you write once and revisit yearly. Filling one in beats building from a blank page every time.
The pattern changes when the same document gets rebuilt weekly. At that point the template stops being the solution and becomes the overhead: the same customer details retyped, the same line items re-entered, three versions of the schedule in circulation, and no reliable answer to which file is current. Every template on this page is a snapshot of something that, done often enough, should be a connected workflow instead.
The same work, connected
Updoot covers what these templates cover, with the pieces linked together. Hours punched on a job flow into payroll reports and invoices without re-entry. A quote converts into an invoice carrying its own line items. SOPs live in a library with owners and revision history instead of scattered documents. Schedules, PTO balances, reviews, purchase orders, and projects all sit in one system that every employee reaches from one dashboard.
Frequently Asked Questions
Yes. Every template linked from this page is free to use with no signup, no email required, and no download gate. Interactive templates run in your browser and nothing you type is saved or transmitted. Spreadsheet templates are built to be copied into Excel or Google Sheets and adapted.
The spreadsheet templates are built to work in both. Formulas are kept to functions that behave the same way in each program, so a template copied into Google Sheets calculates the same as it does in Excel. A few Excel-specific guides note where behavior differs.
Yes, and you should. Every business has different job types, pay structures, approval steps, and terminology. The templates are structured starting points meant to be adapted, not filled in exactly as written.
No. Policy templates including PTO, remote work, flextime, AI use, and disciplinary documents are general starting points, not legal advice. Employment law varies by state and by employer size. Have anything you intend to issue as binding policy reviewed by an employment attorney first.
A template is a layout you copy into a spreadsheet or document and fill in yourself. An interactive tool is filled in directly on the page, calculates totals as you type, and can be printed or copied as plain text. Both are free, and many pages include both.
No. The templates and calculators are open to anyone. An account is only relevant if you want the same work handled automatically inside the platform rather than rebuilt in a spreadsheet each time.