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Form Templates

Create custom forms to bring responses from anywhere directly in your Stackby tables. Embed these forms on any website or share the link to start collecting responses. Get started in 2 minutes with these form templates.

There are 2 types of forms: Normal Forms and Updatable Forms.

Normal Forms: allows you to create forms where users can only submit responses.

Updatable Forms: allows you to create and edit form responses. Best for internal team members.

Online Petition Signing Form Template - Stackby Templates
Online Petition Signing Form
Collect online petitions with e-signatures with this petition signing form template. 
Mechanic Work Order Form Template for managing auto repair tasks and invoices. Templates
Mechanic work order form
Managing repair jobs efficiently is crucial for any auto repair shop or independent mechanic. A well-organized system ensures that customer requests, vehicle diagnostics, repair details, and invoices are tracked seamlessly. The Mechanic Work Order Form Template in Stackby helps you maintain structured records, improving workflow efficiency, customer satisfaction, and revenue tracking. This template is designed to simplify repair job tracking, ensuring mechanics and service managers can easily log work orders, update progress, and finalize billing. Whether handling minor tune-ups or major overhauls, the template offers a centralized solution to keep all repair data organized. Why Use the Mechanic Work Order Form Template? Managing multiple work orders manually can lead to errors, miscommunication, and lost revenue. This Mechanic Work Order Form Template allows auto repair businesses to: Document customer details, vehicle information, and repair requests efficiently. Track labor hours, parts used, and service charges in real time. Generate accurate invoices and maintain financial records. Organize work orders to prioritize tasks based on urgency. Improve communication between mechanics, service advisors, and customers. By using this structured template, repair shops can avoid missing critical service details while ensuring smooth job management and customer satisfaction. Key Tables in the Mechanic Work Order Form Template The template includes essential tables that cover all aspects of vehicle servicing and work order management: 1. Work Orders Table Logs customer requests, vehicle details, and assigned mechanics. Includes job status tracking (Pending, In Progress, Completed). Stores repair notes and estimated delivery times. 2. Vehicle Information Table Maintains records of vehicle make, model, VIN, and service history. Links previous repairs to track recurring issues. Stores photos of vehicle conditions before and after service. 3. Labor & Parts Table Tracks labor hours assigned per job. Logs spare parts used, part numbers, and costs. Helps in generating accurate repair invoices. 4. Invoice & Payment Records Table Generates invoices based on labor and parts data. Tracks payments (Pending, Paid, Overdue). Stores invoice details for customer reference. These tables ensure a systematic approach to managing auto repair work orders, reducing paperwork, and streamlining operations. Features & Benefits Easy Work Order Management: Organize and prioritize repair jobs in one place. Accurate Billing & Cost Tracking: Log labor costs, parts, and service charges for precise invoices. Vehicle Service History Tracking: Maintain a detailed record of each vehicle’s past repairs. Custom Views & Automations: Filter jobs by status, set reminders for pending payments, and automate task assignments. Collaboration-Friendly: Allow multiple mechanics and service advisors to update work orders in real time. Customer Communication Enhancement: Keep customers informed with accurate service estimates and job completion timelines. Who Can Use This Template? Auto Repair Shops: Manage work orders, parts, and invoices efficiently. Freelance Mechanics: Keep records of services provided and payments received. Fleet Maintenance Teams: Track repairs for company-owned vehicles. Car Dealerships: Maintain post-sale service and warranty repair records. How to Use the Mechanic Work Order Form Template in Stackby Access the Template – Sign in to Stackby and select the Mechanic Work Order Form Template. Enter Work Order Details – Add new repair jobs with customer and vehicle details. Assign Labor & Parts – Update labor hours, used parts, and estimated service costs. Track Job Status – Mark jobs as Pending, In Progress, or Completed. Generate Invoices – Use logged data to generate invoices and track payments. Automate Reminders – Set alerts for pending work, upcoming service deadlines, and overdue payments.
Demographic Survey Form Template for structured data collection. Templates
Demographic Survey Form
Understanding demographic data is crucial for businesses, researchers, and organizations looking to make informed decisions. Whether you're conducting market research, analyzing employee demographics, or gathering customer insights, a Demographic Survey Form Template helps you streamline data collection, organize responses, and visualize key trends. Why Use a Demographic Survey Form Template? Manually collecting and analyzing demographic data can be time-consuming and inefficient. A structured template ensures: Standardized data collection with predefined fields. Efficient organization and easy filtering of responses. Accurate analysis of demographic trends. Customizable forms tailored to specific research needs. With Stackby’s Demographic Survey Form Template, you can effortlessly gather, manage, and analyze demographic data in one place. How This Template Works in Stackby Stackby provides a flexible, database-driven approach to survey data collection. This template includes structured tables for storing responses, categorizing participants, and visualizing trends. Key Tables in the Demographic Survey Form Template Survey Responses Table – Collect participant information and demographic details. Questionnaire Table – Define survey questions for consistent data collection. Data Analysis Table – Organize and filter responses to uncover insights. Each table is customizable, allowing you to modify fields based on specific research goals. Key Features & Benefits Efficient Data Collection Use pre-built survey forms or customize them for different use cases. Collect data on age, gender, location, occupation, income, education, and more. Organized Data Management Automatically categorize responses based on demographic attributes. Filter data to analyze specific audience segments. Data Visualization & Reporting Use Stackby’s built-in visualization tools to generate reports and trends. Export data for further analysis or share insights with stakeholders. Customization & Automation Modify form fields to align with different research objectives. Automate response collection using integrations with Google Forms, Typeform, and other survey tools. Real-World Use Cases The Demographic Survey Form Template is ideal for: Market Research – Understand customer demographics to improve targeting strategies. HR & Workforce Analytics – Analyze employee demographics for diversity and inclusion initiatives. Academic Research – Conduct social studies or public opinion surveys with structured data collection. Event Planning – Gather demographic insights from attendees for better event planning. How to Get Started Import the Template – Add the Demographic Survey Form Template to your Stackby account. Customize Questions – Modify the questionnaire table based on your research needs. Collect Responses – Share the survey form and automatically store responses in the Survey Responses Table. Analyze & Report – Filter data, generate reports, and visualize key trends.
Food Order Form Template for tracking orders, customers, and payments efficiently. Templates
Food Order Form
Managing food orders efficiently is essential for restaurants, catering services, and food businesses. The Food Order Form Template by Stackby simplifies the ordering process, allowing you to track orders, customer details, menu items, and payments in a structured and organized manner. Whether you're running a small café or managing bulk orders, this template ensures smooth operations, reduces errors, and enhances customer satisfaction. With customizable fields, automated calculations, and seamless collaboration, Stackby helps you eliminate manual record-keeping and stay on top of every order. Why Use the Food Order Form Template? 1. Eliminate Order Mismanagement Paper-based or unstructured order tracking can lead to confusion, delays, and mistakes. This template keeps all order details in one place, reducing errors. 2. Improve Order Accuracy Track menu items, quantities, customer preferences, and payment status efficiently, ensuring every order is processed correctly. 3. Automate Payment and Status Updates Link orders with payment tracking, ensuring every transaction is recorded. Update order statuses with ease—Pending, Processing, Completed, or Delivered. 4. Boost Customer Experience Keep a record of customer details, preferences, and special requests to enhance personalized service and customer satisfaction. How This Template Works in Stackby This template is structured into key tables that help streamline the food ordering process: 1. Orders Table Stores all incoming orders with customer details, food items, order date, and total amount. View real-time order status updates and filter by Pending, In Progress, or Completed. 2. Customers Table Keeps a database of customers, including contact details, order history, and preferences. Helps personalize experiences and offer loyalty-based incentives. 3. Menu Items Table Lists all available food items along with descriptions, pricing, and availability. Can be linked to the Orders table for quick and efficient order creation. 4. Payments Table Tracks payments, due amounts, and payment methods (cash, card, online). Helps ensure seamless financial tracking for food businesses. Key Features & Benefits Customizable Order Fields Modify the template to include specific fields like delivery time, special instructions, or order type (dine-in, takeaway, or delivery). Automated Order Status Updates Change order statuses with a click to ensure your team stays updated on progress. Seamless Collaboration Allow multiple team members to access and update order details in real time, ensuring efficiency. Integration with Payment Tracking Keep financial records updated by linking payments to each order. Who Can Benefit from This Template? Restaurants & Cafés – Manage dine-in, takeout, and delivery orders seamlessly. Catering Services – Track bulk orders, payments, and customer details efficiently. Cloud Kitchens – Streamline online food order tracking and kitchen operations. Event Planners – Manage food orders for weddings, parties, and corporate events. Getting Started with the Food Order Form Template Sign up on Stackby and create a new workspace. Import the Food Order Form Template to your workspace. Customize fields based on your business needs—add new columns or modify existing ones. Start adding orders, menu items, and customer details to streamline tracking. Monitor order progress and payments with real-time updates. With Stackby’s powerful features, you can eliminate paperwork, reduce errors, and enhance operational efficiency for your food business. Final Thoughts The Food Order Form Template is a must-have for food businesses looking to optimize their order management system. From tracking orders and payments to managing customer preferences, this template helps streamline operations effortlessly. Get started today with Stackby and experience a smarter way to handle food orders! 
Doctor Appointment Form Template for easy patient scheduling and management. Templates
Doctor Appointment Form
Managing patient appointments efficiently is crucial for healthcare professionals. A well-structured Doctor Appointment Form Template helps streamline the booking process, ensuring smooth scheduling, reduced wait times, and better patient care. With Stackby’s powerful features, this template allows doctors, clinics, and hospitals to manage appointments, track patient details, and automate scheduling seamlessly. Why Use a Doctor Appointment Form Template? Manually handling patient appointments can lead to scheduling conflicts, missed follow-ups, and inefficiencies. This Doctor Appointment Form Template eliminates such challenges by providing: A structured format for collecting patient information. A real-time scheduling system to avoid double bookings. Automated notifications for appointment confirmations and reminders. A centralized database to manage patient history and upcoming visits. How This Template Works in Stackby Stackby offers a dynamic approach to managing doctor appointments with a user-friendly interface, automation features, and customizable database tables. This template includes structured tables that help streamline appointment booking, track patient records, and manage schedules efficiently. Key Tables in the Doctor Appointment Form Template Appointments Table – Logs all patient bookings with date, time, and doctor details. Patients Table – Maintains patient information, including contact details and medical history. Doctor Availability Table – Tracks doctor schedules, availability, and consultation hours. Follow-up & Notifications Table – Manages follow-ups, reminders, and automated alerts. Each table is fully customizable to fit the unique needs of any healthcare practice. Key Features & Benefits Effortless Appointment Booking Simplifies the scheduling process for doctors and patients. Allows patients to select preferred dates, times, and doctors. Centralized Patient Information Stores essential patient details for future reference. Tracks patient history, previous visits, and upcoming appointments. Automated Reminders & Follow-ups Sends appointment confirmation and reminders via email or SMS. Reduces no-shows and improves clinic efficiency. Doctor Availability Management Ensures real-time visibility into doctor schedules. Prevents overbooking and scheduling conflicts. Customizable & Scalable Adaptable for individual practitioners, clinics, or hospitals. Easily integrates with other healthcare management systems. Real-World Use Cases The Doctor Appointment Form Template is ideal for: Private Clinics – Streamline patient bookings and manage doctor availability. Multi-Specialty Hospitals – Coordinate schedules for multiple doctors across departments. Telemedicine Services – Schedule and manage virtual consultations efficiently. Healthcare Administrators – Automate patient appointment tracking and reminders. Getting Started with the Template Import the Doctor Appointment Form Template – Add it to your Stackby account. Customize Appointment Fields – Define consultation types, availability, and time slots. Enable Patient Data Management – Store patient history and visit records. Automate Notifications & Reminders – Reduce missed appointments with scheduled alerts. Track & Optimize Appointment Workflow – Analyze trends and improve scheduling efficiency.
Donation Form Template for nonprofits and charities to track donations. Templates
Donation Form
For nonprofits, charities, and fundraising campaigns, managing donations efficiently is crucial. Keeping track of donor details, payment status, and donation amounts can quickly become overwhelming without a structured system. The Donation Form Template in Stackby offers a seamless way to collect, organize, and track donations, ensuring transparency and efficiency in fundraising efforts. Why Use a Donation Form Template? A well-structured Donation Form Template helps organizations: Collect donations quickly and efficiently. Maintain an organized donor database. Track payment statuses in real-time. Gain insights into fundraising performance. Ensure a smooth donor experience with automated workflows. Whether you’re managing a small fundraising event or a large-scale charity initiative, this template streamlines donation tracking while keeping your financial records organized. How This Template Works in Stackby Stackby’s Donation Form Template is designed to simplify the donation management process. With an easy-to-use structure, this template allows nonprofits and organizations to track donor contributions and ensure every donation is properly accounted for. Key Tables in the Donation Form Template Donor Information Table – Stores donor details, including name, contact, and donation history. Donation Records Table – Tracks each donation with details like amount, payment method, and status. Payment Status Table – Categorizes donations into pending, completed, or failed transactions. Fundraising Campaign Table – Organizes donations based on different campaigns or causes. Each table ensures easy access to donation data, helping nonprofits maintain transparency and accountability. Key Features & Benefits 1. Collect Donations Efficiently Create structured donation forms for quick donor entries. Capture essential donor details in one place. 2. Track Payment Status Monitor donations in real-time. Identify pending, completed, and failed transactions. 3. Organize Donor Information Maintain a well-structured donor database. Segment donors based on contributions and engagement levels. 4. Automate Donation Tracking Set up automated reminders for pending payments. Receive notifications when new donations are made. 5. Gain Insights with Reports Use Stackby’s reporting tools to analyze donation trends. Generate financial reports to track fundraising progress. Real-World Use Cases The Donation Form Template is ideal for: Nonprofits & Charities – Manage donations, donor history, and fundraising campaigns. Fundraising Events – Keep track of contributions from different donors. Religious Organizations – Organize tithes, offerings, and charity donations. Crowdfunding Campaigns – Monitor funds collected from various sources. Getting Started with the Template Import the Donation Form Template – Add it to your Stackby workspace. Customize Form Fields – Modify donor details, payment options, and tracking columns. Start Collecting Donations – Use the form to gather contributions for campaigns. Monitor Payments & Generate Reports – Track donations and analyze fundraising performance.
Employee Review Form Template for tracking employee performance and feedback. Templates
Employee Review Form
Regular performance reviews are essential for organizations to assess employee contributions, track growth, and provide meaningful feedback. The Employee Review Form Template in Stackby offers a structured and efficient way to manage employee evaluations. Whether you're conducting annual appraisals, quarterly performance reviews, or peer feedback sessions, this template helps HR teams, managers, and employees stay organized and aligned. Why Use an Employee Review Form Template? Manual employee reviews using paper forms or spreadsheets can be inefficient, leading to disorganized data, missed feedback, and incomplete assessments. This Employee Review Form Template provides a centralized, digital solution that allows companies to: Standardize the performance evaluation process. Collect and track feedback from managers, peers, and employees. Assess key performance indicators and growth potential. Store historical performance data for future reference. Automate reminders and approvals for smoother evaluations. How This Template Works in Stackby Stackby provides a structured yet flexible workspace where HR teams can track employee performance, collect feedback, and evaluate growth trends in a systematic manner. Key Tables in the Employee Review Form Template Employee Details Table – Maintain essential information about employees, including job roles, departments, and review cycles. Review Criteria Table – Define evaluation parameters such as job performance, teamwork, leadership, and goal achievements. Performance Ratings Table – Assign and track employee ratings based on predefined criteria. Feedback & Comments Table – Collect qualitative feedback from managers, peers, and employees for a well-rounded review. Each table is customizable, allowing organizations to tailor the review process to their specific needs. Key Features & Benefits Organized Employee Performance Tracking Maintain employee records in a structured table. Link reviews to individual employees for easy reference. Customizable Review Criteria Define evaluation metrics based on company objectives. Use a rating scale or qualitative assessment for better insights. Comprehensive Feedback Collection Enable manager and peer feedback to ensure fair evaluations. Allow employees to self-assess and compare with manager ratings. Automated Review Process Set review cycles (monthly, quarterly, or annually) to ensure timely evaluations. Use automations and notifications for review reminders. Performance Insights & Analytics Generate reports and dashboards to track employee growth. Identify high performers and areas for improvement. Real-World Use Cases This Employee Review Form Template is perfect for: HR Teams & Managers – Standardize employee evaluations across departments. Small & Large Businesses – Ensure structured feedback and fair appraisals. Remote & Hybrid Workforces – Digitally manage performance tracking and peer reviews. Getting Started with the Template Import the Employee Review Form Template – Add it to your Stackby workspace. Customize Review Criteria – Define rating parameters and evaluation metrics. Assign Employee Review Cycles – Set up monthly, quarterly, or annual reviews. Collect & Track Feedback – Allow managers, peers, and employees to submit reviews. Analyze & Improve Performance – Generate reports and track trends over time.
Templates
New Employee Hire Form
The New Employee Hire Form template simplifies onboarding by gathering essential information, including roles, start dates, and emergency contact details.
Templates
Holiday Request Form
Manage employee holiday requests and approvals easily by tracking leave details and ensuring proper documentation.
Templates
Project Request Form
The Project Request Form template helps streamline project proposals by collecting essential details and tracking approvals effectively.
Feature Request Form Template for tracking and managing product feedback. Templates
Feature Request Form
Product development thrives on user feedback, but managing feature requests can be overwhelming without the right system. The Feature Request Form Template in Stackby helps you collect, organize, and prioritize feature suggestions from users, teams, or stakeholders efficiently. Whether you are a product manager, developer, or part of a customer support team, this template simplifies the feedback loop and ensures that valuable insights are never lost. Stackby’s intuitive spreadsheet-database hybrid makes it easy to customize the request tracking system, categorize ideas, and streamline collaboration with your team. Why Use This Template? Handling feature requests through scattered emails, chat messages, or spreadsheets can lead to inefficiencies and lost feedback. This template offers a structured approach to: Centralize feature requests in one location. Track requests by priority, category, and status. Streamline team collaboration by assigning requests and tracking decisions. Improve user engagement by acknowledging and implementing valuable feedback. How This Template Works in Stackby This template consists of well-organized tables and views to help you manage feature requests effortlessly. 1. Feature Requests Table The core table where all incoming feature requests are stored. It includes: Request Title – Brief name of the feature request. Description – Detailed explanation of the requested feature. Requester Name & Contact – Who submitted the request? Priority Level – Low, Medium, or High to help prioritize development. Status – Track progress (Pending, In Review, Approved, Rejected, In Development, Released). Category – Group similar requests under categories like UI/UX, Performance, Integrations, etc. Impact & Votes – Measure request importance with user votes or business impact. 2. Prioritization Dashboard A categorized and filterable view that allows you to sort feature requests based on priority, impact, or status. Use this to decide which features to work on next. 3. Request Submission Form A ready-to-use form view lets users submit feature requests directly into the system. Share the form with internal teams or customers and collect inputs without manual data entry. 4. Development Pipeline A Kanban-style view to visualize the progress of each feature request from submission to release. It helps teams keep track of the feature backlog and development workflow. Key Features & Benefits Customizable Forms: Collect feature requests from users in a structured format. Automated Workflows: Set up automated actions based on request status changes. Collaboration-Friendly: Assign requests to team members and track discussions. API & Integration Ready: Connect with tools like Slack, Trello, or Jira for seamless workflow management. Visibility & Reporting: Generate reports and insights on most-requested features and user trends. Real-World Use Cases Product Teams: Capture user feedback, evaluate demand, and decide on roadmap priorities. Customer Support Teams: Streamline customer requests and pass valuable insights to developers. SaaS Companies: Manage ongoing feature enhancements and improve customer satisfaction. Startups: Collect and validate user needs before investing in development. Getting Started with the Template Import the Feature Request Form Template into your Stackby account. Customize fields to match your specific product or industry needs. Share the request submission form with customers or team members. Sort and filter requests based on priority and category. Integrate automation to notify relevant teams when new requests are submitted. Final Thoughts Collecting and managing feature requests doesn’t have to be a tedious process. With the Feature Request Form Template in Stackby, you can gather, evaluate, and implement user feedback effortlessly, keeping your product aligned with customer expectations. Start using this free template today and streamline your feature tracking workflow.
Stackby Supply Order Form Template for efficient order tracking and management. Templates
Supply Order Form
Managing supply orders can be a challenging task, especially for businesses handling multiple vendors, frequent requests, and inventory tracking. A well-structured order management system ensures smooth operations, reduces delays, and prevents stock shortages. The Supply Order Form Template in Stackby provides a streamlined way to handle order requests, track approvals, manage vendors, and monitor deliveries—all in one place. Whether you're managing office supplies, raw materials, or large-scale procurement, this template helps you maintain control and efficiency. Why Use the Supply Order Form Template? Traditional supply order tracking methods—such as spreadsheets, paper forms, or email chains—can be inefficient, prone to errors, and hard to manage. With Stackby’s Supply Order Form Template, you can: Standardize supply request submissions. Track orders from request to fulfillment. Manage supplier details and streamline communication. Monitor order approvals and delivery status. Reduce errors, prevent duplicate requests, and improve accountability. This template is useful for office administrators, procurement teams, warehouse managers, and business owners who need a structured way to manage supplies effectively. How the Supply Order Form Template Works Stackby’s Supply Order Form Template is designed for ease of use and efficiency. It consists of structured tables that allow you to track supply orders at different stages. Here’s how the template is organized: 1. Supply Orders Table This table serves as the main database where all order requests are logged. It includes: Order ID – A unique identifier for each supply request. Item Name – The name of the requested supply. Category – Classifies the supply (Office, IT Equipment, Stationery, etc.). Quantity – Specifies the number of units requested. Requested By – Tracks the employee or department making the request. Approval Status – Shows whether the order is pending, approved, or rejected. Vendor Assigned – Links the request to a preferred supplier. Delivery Status – Tracks whether the order is in progress, shipped, or delivered. 2. Vendor Management Table Managing vendor relationships is crucial for efficient procurement. This table includes: Vendor Name – The name of the supplier. Contact Information – Phone number, email, and address for quick communication. Products Supplied – Lists the items a vendor provides. Average Delivery Time – Helps in assessing supplier reliability. Payment Terms – Records agreed-upon payment terms with the vendor. 3. Order Approval Table Some supply orders require managerial approval before processing. This table helps track: Order Request ID – Links to the Supply Orders table for tracking purposes. Approver Name – The person responsible for reviewing the request. Approval Status – Marks whether the request is approved, denied, or pending. Comments/Remarks – Allows approvers to add notes or special instructions. 4. Delivery Tracking Table Ensuring timely delivery is crucial in supply management. This table includes: Order ID – Links to the supply request. Vendor Name – The supplier responsible for delivery. Expected Delivery Date – Helps in planning and tracking arrivals. Actual Delivery Date – Tracks when the order is received. Delivery Status – Indicates pending, shipped, or completed deliveries. Received By – Logs the person who confirmed receipt. Key Features & Benefits 1. Streamlined Supply Requests This template standardizes how supply requests are submitted, making it easier to track, approve, and fulfill them efficiently. 2. Efficient Vendor Management Maintaining supplier details in a centralized table helps streamline communication, monitor supplier performance, and ensure timely deliveries. 3. Approval Workflow Integration Some supplies require budget or managerial approval before purchase. This template allows managers to review, approve, or reject requests within the system. 4. Real-Time Order Tracking From the moment an order is requested to when it's delivered, you can track every stage to ensure no delays or miscommunication occur. 5. Reduced Errors & Improved Accountability By organizing supply order data in one place, businesses can reduce duplicate orders, prevent mismanagement, and maintain a clear record of requests and approvals. Real-World Use Cases Office Supply Management – HR and office administrators can track and manage supply requests efficiently. Warehouse & Inventory Teams – Helps keep stock levels optimized and ensures on-time procurement. Procurement & Purchasing Departments – Ensures all purchases follow a structured approval and tracking system. Hospitality & Retail Businesses – Helps manage daily operational supplies, ensuring nothing runs out. Getting Started with the Supply Order Form Template Sign in to Stackby – If you don’t have an account, create one for free. Access the Template – Open the Supply Order Form Template in the Stackby template gallery. Customize as Needed – Modify fields to fit your business’s specific procurement workflow. Start Logging Orders – Input new supply requests, track approvals, and monitor deliveries. Optimize Procurement Processes – Use Stackby’s automation and collaboration features to streamline your supply chain.
Templates
Construction Change Order Form
Manage construction project changes by documenting adjustments, costs, and approvals with this detailed change order form.
Client Complaints Form Template - free to use - Stackby Templates
Client Complaints Form
The Client Complaints Form template simplifies complaint handling by capturing client issues, urgency, and follow-up details for efficient resolutions.
Templates
Resident Verification Form
Streamline resident verification by gathering tenant details, addresses, and supporting documents in one convenient form.
Online Form with Document Upload Template - Stackby Templates
Online Form with Document Upload
The Online Form with Document Upload template allows users to upload essential documents while capturing submitter details for organized tracking.
ACH Form Template for secure payment processing. Templates
ACH Form
Managing payments securely and efficiently is crucial for any business. The ACH Form Template from Stackby is designed to simplify and streamline the process of collecting bank details and authorizing transactions. This template helps you manage ACH (Automated Clearing House) transactions in a structured, organized, and secure manner, ensuring that your payment collection process is efficient and compliant with industry standards. What is an ACH Form? An ACH form is a document that authorizes a business to withdraw funds directly from a customer’s bank account for payments. ACH payments are widely used for direct deposits, bill payments, and business-to-business transactions. With the Stackby ACH Form Template, you can easily collect and organize these authorizations, reducing manual paperwork and improving accuracy. Why Use the ACH Form Template? Handling ACH payments manually can lead to errors, delays, and compliance issues. This template eliminates these challenges by providing a structured format to collect customer information, authorize transactions, and manage payment details in one place. Key Benefits of the ACH Form Template: Secure and Efficient – Ensure that payment details are collected and processed securely. Automated Workflow – Automate the approval and tracking of ACH payments. Centralized Data Management – Keep all payment authorizations in one place for easy access. Compliance Ready – Ensure that your ACH payment process adheres to industry regulations and standards. How to Use the ACH Form Template in Stackby Set Up the Template Import the ACH Form Template into your Stackby account. Customize the fields according to your business requirements. Collect Customer Information Add customer details like name, bank account information, and payment amount. Ensure that customers authorize the transaction using an electronic signature or approval. Automate Payment Processing Link the template with your payment processing system. Automate recurring payments or direct deposits. Track and Manage Payments Use Stackby’s real-time tracking to monitor payment status. Get notifications for successful or failed transactions. Key Features of the ACH Form Template Customizable Fields: Adapt the template to suit your business needs by adding or removing fields. Integration with Payment Platforms: Sync data with your existing payment processing tools. Automated Notifications: Get real-time alerts on transaction status. Data Security: All payment data is securely stored and accessible only to authorized users. Who Can Benefit from This Template? Small and Medium Businesses – Automate and simplify payment processing. Freelancers and Contractors – Collect payments from clients without hassle. Subscription-Based Businesses – Manage recurring payments efficiently. Nonprofits and Organizations – Collect donations and member fees securely. The ACH Form Template from Stackby is designed to make payment processing faster, more secure, and fully automated. By centralizing customer information and automating payments, you can save time, reduce errors, and improve overall efficiency. Try the ACH Form Template today and experience seamless payment management with Stackby!
Templates
Credit Card Authorization Form
The Credit Card Authorization Form template ensures secure transactions by capturing cardholder details, payment amount, and authorization signatures.
Templates
Medical Record Release Form
Easily manage patient-authorized medical record releases with this streamlined and secure form template.
Data Request Form Template for efficient data collection and management. Templates
Data Request Form
Data is the backbone of decision-making in any organization. However, managing data requests manually can lead to inefficiencies, miscommunication, and errors. The Data Request Form Template in Stackby provides a structured approach to collecting, tracking, and managing data requests within teams, ensuring a smooth workflow from submission to approval. Why Use a Data Request Form Template? Organizations often deal with multiple data requests across departments, ranging from research teams needing analytical reports to marketing teams requesting customer insights. Without a streamlined process, handling these requests can become chaotic. With the Data Request Form Template, you can: Standardize the data request process. Ensure all necessary details are captured in one place. Automate approvals and tracking for efficiency. Keep a record of past and pending data requests. Improve team collaboration and response times. How This Template Works in Stackby This template is structured to handle data requests efficiently. It includes key tables that help you collect, categorize, and manage requests in an organized manner. Key Tables in the Data Request Form Template Request Submission Table – Collect all necessary details, including request type, priority, and requester information. Approval & Status Table – Track the status of each request (Pending, In Progress, Approved, Denied). Request Logs Table – Maintain a historical log of all previous requests for reference and reporting. Assigned Team Members Table – Assign requests to relevant team members and track responsibility. Each table can be customized to fit the needs of your organization. Key Features & Benefits Efficient Data Request Collection Use a structured form to capture key request details. Standardize data collection across teams. Real-Time Tracking & Status Updates Monitor request progress with clear status labels. Keep stakeholders informed about approvals and completion timelines. Seamless Collaboration Assign requests to specific team members. Enable discussions and updates within Stackby for better communication. Automated Approvals & Notifications Set up automated workflows to approve or reject requests based on predefined criteria. Notify requesters instantly when their data is ready. Historical Data Tracking Maintain a searchable log of all past requests for auditing and reference. Analyze trends in data requests to optimize internal workflows. Real-World Use Cases This template is ideal for: IT & Data Teams – Manage internal requests for reports, analytics, or database access. Marketing Departments – Request customer insights, campaign data, or performance analytics. Finance Teams – Handle data requests related to budgeting, transactions, or compliance. Research & Development – Organize research data requests and ensure timely fulfillment. Getting Started with the Template Import the Data Request Form Template – Add it to your Stackby workspace. Customize Request Fields – Modify form fields to capture specific data points relevant to your team. Assign Responsibilities – Ensure each request is assigned to the right team member for quick action. Track & Manage Requests – Monitor progress, approve requests, and communicate updates. Automate Notifications & Approvals – Set up workflows to speed up the approval process.
Custom Shirt Order Form Template - Stackby Templates
Custom Shirt Order Form
Effortlessly manage custom shirt orders by capturing essential details like fabric, size, color, and design in a structured form.
Templates
Custom Clothing Order Form
The Custom Clothing Order Form helps tailor clothing to your exact needs by collecting measurements, design preferences, and fabric details in one place.
Templates
Contest Entry Form
The Contest Entry Form template helps organize contest submissions by capturing participant information, submission details, and file uploads for easy management.
Templates
Cookie Order Form
The Cookie Order Form template makes it easy to manage cookie orders. Capture customer details, preferred flavors, and delivery instructions for smooth processing.
Templates
Conference Registration form
The Conference Registration Form template helps organizers efficiently gather attendee details, preferences, and payment information, ensuring a hassle-free event setup.
Catering Form Template for managing event orders and tracking catering details in Stackby. Templates
Catering Form
Planning and managing catering for events can be overwhelming without a structured system. From gathering client preferences to coordinating delivery schedules, every detail must be tracked accurately. The Catering Form Template by Stackby offers an all-in-one solution to streamline your catering operations. Designed for caterers, event planners, and hospitality businesses, this template allows you to manage catering requests, monitor order status, and ensure seamless event execution. Whether you’re handling corporate events, weddings, or private parties, the Catering Form Template will keep your catering workflow organized. Why Choose the Catering Form Template? Managing catering requests using spreadsheets or manual forms can lead to: Missed details in client preferences and orders Confusion in meal selection for different guest categories Difficulty tracking delivery schedules Inefficient communication with teams and vendors The Catering Form Template resolves these issues by providing a centralized platform to collect client details, track order progress, and manage catering logistics effectively. How the Catering Form Template Works in Stackby The template consists of three main tables that cover all essential aspects of catering management: 1. Event Details Table This table captures essential event information and client preferences: Event Name and Client Name – Easily identify and manage individual events. Event Date and Time – Track upcoming events and deadlines. Venue Location – Ensure timely delivery and setup with accurate venue details. Guest Count – Record guest numbers and customize orders accordingly. Special Requests – Note dietary restrictions, special preferences, or client requests. 2. Menu Selection Table Customize menus for each event and keep track of meal selections: Menu Category – Organize by categories like appetizers, main courses, desserts, or beverages. Dish Name and Description – Provide details about each dish for easy reference. Quantity Required – Track the number of servings needed for each menu item. Dietary Information – Highlight vegetarian, vegan, or gluten-free options. This table ensures you can personalize your offerings based on client preferences. 3. Delivery Schedule Table Efficiently manage delivery and setup timelines using the Delivery Schedule Table: Event ID and Delivery Address – Link deliveries to specific events. Delivery Time – Schedule precise delivery windows for timely service. Driver Details – Assign drivers and track real-time status. Delivery Status – Monitor progress using status updates like "Scheduled," "In Progress," or "Delivered." Key Features and Benefits Streamlined Event Management – Manage multiple catering orders with clear visibility. Custom Menu Creation – Personalize menus for clients and accommodate dietary needs. Real-Time Delivery Tracking – Monitor delivery schedules and ensure on-time service. Collaboration – Share the template with your team for seamless communication. Automation – Set reminders for delivery times and follow-ups using Stackby’s automation. Who Can Benefit from This Template? Catering Companies – Manage catering orders for weddings, corporate events, and private parties. Event Planners – Keep track of menu selections, guest counts, and logistics. Restaurants Offering Catering Services – Simplify order tracking and delivery management. Hotels and Banquet Halls – Organize large-scale catering operations for multiple events. Getting Started with the Catering Form Template Duplicate the Template: Add the Catering Form Template to your Stackby workspace. Input Event Details: Enter basic event information like client name, date, and venue. Create Menus: Add meal options and quantities using the Menu Selection Table. Set Delivery Schedules: Record delivery times and assign drivers. Track Progress: Monitor the status of each event and ensure timely fulfillment. Stackby’s flexibility also allows you to customize the template further. Integrate with third-party applications, set up automated reminders, or generate reports for better decision-making.
Contact Form Template for lead collection and inquiry management. Templates
Contact Form
Effective communication is vital for businesses, and a well-structured contact form ensures seamless interactions with customers, clients, and prospects. Whether you're managing inquiries, collecting customer feedback, or gathering leads, a Contact Form Template helps you organize and streamline communication effectively. The Contact Form Template in Stackby provides a structured way to collect, manage, and respond to messages without missing important details. Designed for businesses, freelancers, and organizations, this template helps centralize inquiries in one place, enabling quick follow-ups and improved customer engagement. Why Use a Contact Form Template? Manually tracking customer inquiries through email can lead to missed opportunities and disorganized communication. This template eliminates these issues by offering: A structured system to collect and manage form submissions. Easy tracking of contact requests, lead details, and customer questions. Customizable fields to match your business needs. Automated workflows to assign inquiries to the right team members. Improved response time and better customer relationship management. How This Template Works in Stackby Stackby combines the flexibility of spreadsheets with the power of databases, making it easy to manage and track contact form responses. The Contact Form Template includes key tables that organize incoming inquiries, customer details, and follow-up actions. Key Tables in the Contact Form Template Inquiries Table – Captures all submitted form entries, including name, email, message, and status. Lead Management Table – Stores potential customer details for follow-ups and lead nurturing. Response Tracking Table – Helps teams track response times and resolution status. Team Assignment Table – Assigns inquiries to relevant team members for faster response. Each table can be customized to fit the specific needs of your business. Key Features & Benefits Centralized Inquiry Management Capture and organize all form submissions in one place. Track incoming messages, request types, and customer details easily. Customizable Form Fields Add custom fields for collecting specific information, such as phone numbers, preferred contact methods, or urgency levels. Automated Lead Assignment Assign inquiries to team members based on predefined rules. Improve response times and ensure prompt follow-ups. Track Follow-ups & Status Updates Monitor the status of each inquiry (e.g., pending, resolved, escalated). Set reminders for pending responses to prevent missed opportunities. Integrations & Automation Connect with tools like Slack, Gmail, or CRM platforms for seamless communication. Automate notifications and alerts for new inquiries. Use Cases of the Contact Form Template This template is useful for various industries and professionals, including: Businesses & Startups – Streamline customer inquiries and improve response efficiency. Freelancers & Consultants – Manage potential client requests and project inquiries. E-commerce & Service Providers – Track customer queries, complaints, and feedback. Event & Webinar Organizers – Collect RSVPs, speaker applications, or attendee questions. Getting Started with the Template Import the Contact Form Template – Add it to your Stackby account. Customize Fields – Adjust form fields based on the type of inquiries you receive. Share the Form Link – Embed it on your website or send it to customers. Track & Manage Inquiries – Use Stackby’s structured views to organize responses. Automate Follow-ups – Set up notifications or reminders for pending responses.
Class Evaluation Form Template - Stackby Templates
Class Evaluation Form
Gather valuable feedback on your classes with this easy-to-use Class Evaluation Form. Enhance learning experiences based on students’ insights and suggestions.
Church Membership Form Template - Free to Use - Stackby Templates
Church Membership Form
Our Church Membership Form helps you join your community effortlessly. Provide your personal and spiritual details to stay connected and grow together in faith.
Cake Order Form Template for tracking custom cake orders and payments. Templates
Cake Order Form
Managing custom cake orders can be challenging, especially when dealing with multiple customer requests, designs, flavors, and delivery schedules. A streamlined system is essential to keep track of all orders, ensure timely delivery, and provide excellent customer service. The Cake Order Form Template in Stackby helps bakeries, cake shops, and home bakers efficiently organize and track their cake orders, customer details, payments, and delivery schedules—all in one place. Why Use a Cake Order Form Template? Handling cake orders manually through notebooks, messages, or spreadsheets can lead to missed orders, errors, and miscommunication. With this template, you can: Collect and manage custom cake orders in an organized manner. Track order details, including flavors, sizes, and special requests. Monitor payment statuses and pending balances. Plan deliveries efficiently with scheduled timelines. Improve customer satisfaction with a smooth ordering process. How This Template Works in Stackby Stackby offers a database-driven approach to cake order management, making it easier to categorize, track, and fulfill orders. This Cake Order Form Template includes structured tables to help manage every aspect of your cake business. Key Tables in the Cake Order Form Template Orders Table – Record customer orders with cake details, flavors, sizes, and customization requests. Customers Table – Store customer contact details for easy reference and follow-ups. Payments Table – Track payment status, amounts due, and completed transactions. Delivery Schedule Table – Plan and organize cake deliveries to ensure on-time fulfillment. Key Features & Benefits Easy Order Collection & Management Centralized database for all cake orders, reducing errors and confusion. Customizable fields to match your bakery’s needs, such as cake type, decoration style, and occasion. Seamless Customer Tracking Store customer information, including names, phone numbers, and special preferences. Keep a record of repeat customers for better service and loyalty rewards. Payment Tracking & Automation Track deposits, full payments, and outstanding balances to manage cash flow. Set up automated reminders for pending payments. Delivery & Scheduling Management Assign delivery dates and times to each order for smooth logistics. Track delivery status to ensure on-time completion. Customization & Scalability Add columns, formulas, and automations to match the needs of small bakeries or large-scale operations. Integrate with third-party tools like Google Calendar, email, or WhatsApp for better communication. Who Can Benefit from This Template? This Cake Order Form Template is designed for: Bakeries & Cake Shops – Manage bulk cake orders and streamline operations. Home Bakers – Keep track of custom orders, payments, and deliveries in one place. Catering Services – Organize large event cake orders efficiently. Event Planners – Coordinate cake orders for birthdays, weddings, and corporate events. How to Get Started with the Template Import the Cake Order Form Template – Add the template to your Stackby account. Customize the Fields – Modify cake details, customer preferences, and pricing as needed. Start Recording Orders – Enter customer orders with all necessary details. Track Payments & Deliveries – Monitor outstanding balances and upcoming deliveries. Automate & Optimize – Set up notifications for order deadlines and payment reminders.
Bank Transfer Form Template - Stackby Templates
Bank Transfer Form
The Bank Transfer Form Template helps capture essential details like sender/recipient info, transfer amount, and purpose, ensuring seamless and secure transactions.
Database Collection Form Templates
Database Collection Form
The Database Collection Form Template is designed to gather, store, and manage data effectively. Ideal for teams looking to streamline their data collection process.
Templates
Annual Leave Form
The Annual Leave Request Form template helps employees submit leave requests and enables HR to track and approve them with ease, improving workflow efficiency.
Audit Form Template for efficient audit tracking and management in Stackby. Templates
Audit Form
Audits are crucial for maintaining compliance, ensuring accuracy, and identifying areas for improvement in any organization. Whether you’re conducting internal audits, compliance checks, or quality assurance evaluations, having a structured system to track audit findings, actions, and follow-ups is essential. The Audit Form Template in Stackby allows you to track and manage your audit processes efficiently. It helps teams document audit results, action items, and the progress of corrective actions in one easy-to-use platform. This template is fully customizable, user-friendly, and designed to save you time. It’s perfect for auditors, compliance officers, quality control teams, and managers who need to maintain proper records and documentation of audits. Why Use the Audit Form Template? Traditional audit processes can be cumbersome, especially when done manually or across disconnected systems. Common pain points include: Disorganized Records: Keeping track of audit reports, findings, and follow-up actions is challenging without a unified system. Lack of Visibility: It’s hard to track the progress of audit actions, deadlines, and status updates when information is scattered. Time-Consuming: Manually generating audit reports and tracking findings can eat into valuable time. With the Audit Form Template in Stackby, you can eliminate these issues and streamline your audit workflow. How the Audit Form Template Works in Stackby The Audit Form Template is designed with multiple tables and views to ensure smooth tracking of every part of the audit process. The key components of the template include: 1. Audit Findings Table This table helps you document the core findings from your audits. Key columns in this table include: Audit Name & Date: Name and date of the audit. Audit Type: Internal, external, compliance, etc. Findings/Issues: Detailed description of any issues or findings discovered during the audit. Severity: Indicate whether the issue is low, medium, or high in severity. Assigned to: Person responsible for addressing the issue. 2. Actions & Recommendations Table The Actions & Recommendations table helps track follow-up actions and recommendations for improving processes based on audit findings. Columns include: Action Item: Detailed description of what needs to be done. Assigned to: The person responsible for implementing the action. Due Date: Set deadlines for action completion. Status: Track the status (Pending, In Progress, Completed). 3. Audit Reports Table Track the audit reports and findings in a consolidated manner. Use this table to store: Report ID: Unique identifier for each report. Report Date: The date when the report was created or finalized. Findings Summary: Short summary of key findings. Link to Detailed Report: Attach the full audit report or provide a link for easy access. 4. Audit History Table This table tracks the history of past audits and helps identify recurring issues. Key fields include: Audit Date: Date of previous audits. Audited Areas: List of departments or sections audited. Issues Repeated: Identify whether the same issues appeared in prior audits. Key Features & Benefits Customizable to Fit Your Needs: The Audit Form Template is fully customizable to suit any industry or audit type. Comprehensive Tracking: Document findings, actions, and reports in one place for easy tracking and management. Automation & Notifications: Set up automated reminders and follow-ups for action items and deadlines. Easy to Use: With Stackby’s intuitive interface, it’s easy to input, track, and update audit data. Collaboration-Friendly: Share the template with your team, assign tasks, and monitor progress in real time. Reporting & Analysis: Generate reports on audit findings, trends, and action completion rates for insight-driven decision-making. Who Can Benefit from This Template? Internal Auditors & Compliance Officers: For tracking audit findings, corrective actions, and ensuring compliance. Quality Assurance Teams: To identify issues in processes and improve the quality of products or services. External Auditors: Help track audit progress and deliver detailed reports to clients or stakeholders. Managers & Executives: Gain an overview of audit status and ensure timely follow-up on action items. Real-World Use Cases Internal Audits in Corporations: Corporations use this template to track internal audits across departments. They can review past findings, assess progress on corrective actions, and ensure compliance with internal standards. Healthcare Compliance Audits: Healthcare providers can use this template to conduct audits on patient care practices, track findings, and improve quality through continuous monitoring. Financial & Tax Audits: Accounting firms can track audit progress, manage documentation, and follow up on findings to ensure tax compliance and financial accuracy. Manufacturing Quality Audits: Manufacturing companies can track quality audits, identify defective processes or products, and assign actions to improve operations. Getting Started with the Audit Form Template Copy the template into your Stackby workspace and customize it to fit your specific audit process. Start logging audit findings by filling out the Audit Findings Table after each audit. Assign action items to the appropriate team members and track their progress in the Actions & Recommendations Table. Generate reports based on audit data to review overall performance, identify trends, and ensure timely corrective actions.
Streamlined Approval Form Template for managing and tracking requests in Stackby. Templates
Approval Form
Approval processes are integral to various business operations, from HR and finance to project management and procurement. However, traditional manual methods of tracking approvals can be slow, prone to errors, and inefficient. That's where Stackby's Approval Form Template comes into play. This template allows organizations to automate and streamline their approval workflows. It offers a user-friendly, customizable solution that allows teams to collect, track, and manage approval requests in real-time. Whether you’re handling purchase orders, project approvals, leave requests, or contract sign-offs, this template can be adapted to meet your needs. The Approval Form Template in Stackby integrates seamlessly with your workflow, reducing bottlenecks and improving team efficiency. In this article, we’ll dive into its features, benefits, and real-world use cases. Why Use the Approval Form Template? Approval workflows often involve multiple stages, from submission to review and final approval. Without a central system to manage the process, tracking approvals can become chaotic, leading to delays and mistakes. With the Approval Form Template, you’ll experience: Efficient Tracking: Track approvals in real-time to see which requests are pending, approved, or rejected. Collaboration: Easily collaborate with your team by assigning tasks, collecting feedback, and leaving comments directly on each form. Automation: Set automated notifications and reminders to reduce follow-up emails and prevent missed deadlines. Customizable Fields: Tailor the template to fit your approval process, whether for internal forms, client contracts, or employee leave requests. How the Approval Form Template Works in Stackby The Approval Form Template is divided into several key tables that help you collect, track, and manage approval requests effectively. Let’s break down the functionality of each table: 1. Requests Table The Requests Table is where you collect all the incoming approval requests. This table allows you to capture essential information about each request, including: Request Title: A brief description or title for the approval request. Requestor: Name of the person submitting the request. Request Type: Type of request (e.g., leave request, purchase order, project approval). Priority: Priority level (High, Medium, Low) to help prioritize the review process. Status: Track the status of each request (Pending, Approved, Rejected, etc.). Due Date: Set a deadline for approval. Comments/Notes: Add any important details or discussion points regarding the request. 2. Approval Workflow Table The Approval Workflow Table helps organize the steps involved in processing each request. You can break down the approval process into distinct stages, including review, feedback, and final decision. This table includes: Workflow Steps: The various stages of approval (e.g., Initial Review, Management Approval, Final Approval). Assignee: Assign team members to specific approval steps. Due Date: Set deadlines for each stage to keep the process on track. Status: Track the current status of each approval step (e.g., In Progress, Complete). Approval Comments: Allow approvers to add comments or feedback at each stage. 3. Notifications & Reminders Table To make sure nothing slips through the cracks, the Notifications & Reminders Table allows you to automate reminders for pending approvals. You can set up automated email alerts or in-app notifications to notify stakeholders when: A new request is submitted. A request is due for review. An approval is pending for too long. Automating these reminders ensures that nothing is delayed and approval workflows remain efficient. 4. History & Archive Table Once a request is completed (whether approved or rejected), the request details are moved to the History & Archive Table. This allows you to maintain a record of all past approvals for future reference and audit purposes. Each archived entry includes: Request Title and Status (Approved/Rejected) Final Decision and Date Approvers and Comments Key Features & Benefits Customizable Forms: Adapt the template to fit any type of approval request, from purchase orders to project proposals. Real-Time Collaboration: Invite team members to collaborate, provide feedback, and track approval progress together. Automated Notifications: Set up automated reminders for overdue requests, ensuring timely decisions. Centralized Tracking: Keep all requests, feedback, and approvals in one easy-to-access location. Advanced Reporting: Generate reports to track approval trends, identify bottlenecks, and optimize workflows. Real-World Use Cases The Approval Form Template can be used in various industries and scenarios: HR & Employee Management: Handle employee leave requests, expense reimbursements, and performance review approvals. Procurement & Finance: Manage purchase order approvals, budget allocation, and contract sign-offs. Project Management: Track project proposal approvals, resource allocation, and timeline approvals. Client Services: Use the template for client contract approvals, service agreements, and proposal sign-offs. Getting Started with the Approval Form Template Copy the Template: Get started by copying the Approval Form Template into your Stackby workspace. Customize It: Tailor the template to your specific approval processes by modifying fields, stages, and notifications. Assign Tasks: Assign team members to each approval stage and set deadlines to ensure the process runs smoothly. Start Using It: Begin submitting and processing approval requests, track progress, and generate reports.
Job Work Order Form Template - Stackby Templates
Job Work Order Form
Job Work Order Form template from Stackby helps teams streamline task management by organizing essential job details, including work descriptions, materials, assigned personnel, priority levels, and approvals. Easily track progress, record completion dates, and ensure high-quality execution for each job.
Custom Work Order Forms Template for tracking tasks and managing projects efficiently. Templates
Custom Work Order Forms
Managing repair work orders efficiently is crucial for businesses, contractors, and maintenance teams to ensure timely service and keep operations running smoothly. The Repair Work Order Forms Template in Stackby offers a structured system for tracking repair requests, assigning tasks, and monitoring job progress. Whether you handle in-house maintenance, customer service requests, or third-party repairs, this template helps streamline the entire workflow from request to completion. Why Use This Template? Repair work can be chaotic without a proper system in place. Lost work orders, unclear job assignments, and incomplete repair histories can lead to delays and miscommunication. This Repair Work Order Forms Template eliminates inefficiencies by providing: A centralized platform for logging, tracking, and managing repair requests. A clear workflow for assigning repair jobs to technicians and tracking completion. Automated updates and reminders to ensure timely service. Customizable fields to adapt the template to different industries and repair needs. How This Template Works in Stackby The template includes key tables designed to cover various aspects of repair work management: 1. Repair Work Orders Capture essential details such as repair request date, issue description, and requestor information. Categorize work orders by priority level, status, and assigned technician. Track the estimated and actual completion dates for better job management. 2. Assigned Technicians & Teams Maintain a list of available technicians and their expertise. Assign jobs based on technician availability and skill set. Monitor technician workload to prevent overbooking. 3. Job Progress & Status Updates Track repair progress using status indicators such as "Pending," "In Progress," and "Completed." Add notes, images, and supporting documents for better job tracking. Monitor job completion timelines to ensure efficient service delivery. 4. Cost & Materials Tracking Record material costs and labor expenses for each repair job. Monitor total repair expenses for better budgeting and financial planning. Generate reports to analyze repair trends and costs over time. Key Features & Benefits Customizable Work Order Fields: Adapt the template to track specific repair job details relevant to your business. Automations & Notifications: Set up alerts for new repair requests, job status changes, and due dates. Collaboration & Task Management: Assign tasks, leave comments, and track updates in real time. Multiple View Options: Switch between table, kanban, and calendar views for better visualization. Data Integration & Reporting: Connect with third-party apps and generate reports for insights on repair trends and efficiency. Who Can Use This Template? Facility & Property Managers: Manage repair and maintenance requests for buildings and rental properties. Equipment Repair Services: Track repair jobs for industrial equipment, vehicles, and electronics. IT Support Teams: Log and monitor computer and network repair requests. Home Service Professionals: Organize repair work for HVAC, plumbing, electrical, and general handyman services. Getting Started with the Template Add Repair Requests: Log repair jobs with essential details, including issue description, priority level, and requestor information. Assign Technicians: Allocate work orders to available technicians based on workload and expertise. Monitor Job Progress: Track repair status, add notes, and update progress in real-time. Manage Costs & Materials: Record repair expenses and analyze spending trends. Optimize & Improve: Use reports and analytics to improve repair turnaround times and efficiency.
Templates
Automotive work order forms
This Automotive Work Order Form helps auto repair shops manage client info, car details, job progress, and payments while keeping records of before-and-after work images.
Maintenance Work Order Form Template - Stackby Templates
Maintenance Work Order Form
This Maintenance Work Order CRM template in Stackby is designed to help teams manage maintenance requests efficiently. With dedicated tables for Work Orders and Tasks, it provides a complete workflow from request logging to task assignment and tracking. Easily monitor progress, prioritize issues, and manage resources to keep maintenance operations running smoothly. Ideal for facilities or property management teams.
Household Budget Form Template by Stackby Templates
Household Budget Form
Take control of your finances with our Housing Budget Form Template.  Easily add and monitor expenses, track spending trends, and stay on budget. Start managing your household finances more effectively today!
Job Application Form Template - Stackby Templates
Job Application Form
Easily track applicant details, manage job openings, and stay organized with customizable tables with this Job application form template.  Capture essential applicant information, monitor application status, schedule interviews, and collaborate seamlessly. Enhance your recruitment workflow with this user-friendly and adaptable job application form template.
Volunteer Sign-Up Sheet Template for tracking registrations and shift schedules. Templates
Volunteer Sign Up Sheet
Volunteering plays a crucial role in nonprofit organizations, community service initiatives, and events. Whether you're coordinating a charity drive, school event, or ongoing community program, managing volunteer sign-ups efficiently is essential. The Volunteer Sign-Up Sheet Template in Stackby simplifies this process by providing an organized, collaborative, and automated system to track volunteers, their availability, and assigned roles. Why Use a Volunteer Sign-Up Sheet? Coordinating volunteers manually using spreadsheets or paper-based lists can quickly become overwhelming. Challenges like scheduling conflicts, incomplete information, and lack of real-time updates can hinder the efficiency of your volunteer management process. With Stackby's Volunteer Sign-Up Sheet Template, you can: Keep all volunteer information in one place. Assign roles and shifts efficiently. Enable real-time collaboration and updates. Automate confirmations and reminders. Improve communication with volunteers. How This Template Works in Stackby Stackby combines the flexibility of spreadsheets with the power of databases, making it easy to organize, filter, and automate volunteer management. This template includes structured tables that help streamline the entire process. Key Tables in the Volunteer Sign-Up Sheet Template Volunteer List – Maintain detailed records of volunteers, including their contact details, availability, and skills. Event/Task Schedule – Organize tasks, shifts, and responsibilities for each event or activity. Availability Tracker – Monitor which volunteers are available on specific dates and times. Each table is fully customizable, allowing you to tailor it to your specific needs. Key Features & Benefits Centralized Volunteer Database Store all volunteer details in a structured format, making it easy to search, sort, and filter data. Assign categories based on skill sets, availability, and preferences. Seamless Scheduling and Role Assignment Assign volunteers to specific events, tasks, or shifts. Use Stackby’s calendar view to visualize schedules effortlessly. Automated Communication Set up automated reminders via email or integrations with apps like Slack. Ensure timely follow-ups and confirmations to minimize last-minute dropouts. Collaboration and Real-Time Updates Volunteers can update their availability and preferences, reducing manual coordination efforts. Track sign-ups in real-time to ensure smooth event planning. Real-World Use Cases This template is useful for various organizations, including: Nonprofits & NGOs – Manage volunteers for charity events, donation drives, and social initiatives. Schools & Universities – Organize student volunteers for school activities, fundraisers, and outreach programs. Event Planners – Assign volunteers for large-scale events, conferences, or corporate social responsibility (CSR) programs. Religious & Community Groups – Coordinate volunteers for church services, festivals, and outreach activities. Getting Started with the Template Import the Template – Add the Volunteer Sign-Up Sheet Template to your Stackby account. Customize Fields – Modify columns, add dropdowns, and set up automation based on your workflow. Add Volunteers & Tasks – Enter volunteer details, assign roles, and organize event schedules. Enable Automations – Integrate with tools like Gmail or Slack for automated confirmations and reminders. Share & Collaborate – Allow team members and volunteers to access and update the sheet in real time.
Purchase Approval Form Template for managing and tracking purchase requests. Templates
Purchase Approval Form
Now you don’t need to manage misplaced receipts, forgotten requests and rouge spending. Buckle up as Stackby’s Purchase Approval Form Template can turn your efficient management dream into reality. Managing purchases can be a crucial task and traditional methods like paper forms, unclear communication and lost documentation can turn into a financial and logistical nightmare. That’s where Stackby’s Purchase Approval Form Template swoops in, wielding the power of automation and a streamlined purchase approval process. Here’s Why you Need Stackby’s Purchase Approval Form Imagine a world where requesting and approving purchases is a smooth system just like swiping smartphones. With Stackby’s customizable Purchase Approval Form template, you exactly get that. Item Description: Eliminate the mystery box of purchases by writing a clear description of the requested item. Now you don’t need to worry more about the items. Quantity: You can ensure you get exactly what you need. Specifically updating the quantity helps avoid or delay the insufficient supplies. Estimated Cost: Keep your budget in check with the help of Purchase Approval Form. This will help in planning and ensuring the purchases stay within the approved limits for your purchase order. Vendor Information: Streamline the communication from the get go. You can capture vendor details like contact information that helps facilitate a smooth purchasing process. Remarks or Justification: Empower faster decision making by adding a column for it. A clear explanation for the same helps approvers understand the needs and make informed decisions with the help of Stackby’s purchase order approval template. Why Stackby’s Purchase Approval Form Template? Unclear requests, confused receipts and irregular spendings can be disadvantageous to your company’s financial lifeblood. Here’s how a well-defined purchase approval workflow facilitated by Stackby’s template can be a financial saver. Maintains Control Over Spending: Set clear spending limits with the help of Stackby’s template for different departments or individuals within the workflow. This ensures that all the purchases are aligned with the company needs and stay within budget constraints in your purchase order form. Boost Transparency and Accountability: The template will keep everyone informed when they are added as a collaborator. This will reduce errors and foster better management as well as responsible spending. Simplify the Approval Process: There will be no more chasing down the right person for approvals. Stackby’s workflow system automatically routes the request to the designated approvers based on the pre-defined criteria. The purchase order approval form speeds up the purchase process and helps manage an effective workflow. What are the Benefits of Using Stackby’s Purchase Approval Form? Here are certain benefits of using the template: Seamless Integrations: You can easily connect your purchase approvals to your existing account software, project management tools or any other relevant platform which you have been using in the company for management of inventory. This eliminates manual data entry and ensures synchronized financial data of the firm. Powerful Automations: Say goodbye to repetitive tasks! With this template you can set up automated workflows to streamline your process of purchases. Reminders, approvals, automatic updates all in one place without any extra manual effort. Customizable Views: Bogged down with unnecessary information? Not now! Stackby allows you to create custom views based on user roles such as Kanban or calendar. Managers see a clear overview of all the pending approvals and requesters can track the status of specific submissions. Track your Purchases Database Efficiently Now you don’t need to waste your time and money on inefficient purchase approvals. Sign up for a free trial of Stackby today and discover how Purchase Approval Form Template transforms your purchasing process and helps you track your entire purchases database. Experience the power of Stackby by signing up today!
Leave Request Form Template for tracking employee leaves and approvals. Templates
Leave Request Form
Managing leave requests can be a hassle, whether you’re an employee looking to take time off or an HR professional keeping track of everyone’s leave. That’s where Stackby’s Leave Request Form Template comes in handy. This easy-to-use template streamlines the leave request process, making it simple for employees to submit requests and for managers to approve them. Say goodbye to the paperwork and confusion, and say hello to a smooth, organized leave management system. Why Use the Leave Request Form Template? Simplify the Leave Request Process Submitting and managing leave requests can be tedious. With Stackby’s Leave Request Form Template, everything is simplified. Employees can easily fill out the form, and managers can review and approve requests in a snap. This streamlined process saves time and reduces errors, ensuring a smooth workflow. Keep Everything Organized No more lost emails or misplaced forms! All leave requests are stored in one place, making it easy to keep track of who’s off and when. This organization helps in planning workloads and ensures that all requests are documented and accessible. Enhance Communication Clear communication is crucial for a well-functioning team. Stackby’s template ensures that all necessary information is communicated effectively. Employees provide details about their leave, and managers can easily approve or deny requests, all within the same system. Customizable to Fit Your Needs Every organization is different, and so are their leave policies. Stackby’s template is fully customizable, allowing you to tailor it to your specific requirements. Add or remove fields, set up automatic notifications, and adjust the approval process to fit your company’s needs. Improve Transparency Transparency is key to building trust within a team. This template provides a clear record of all leave requests and approvals, making the process transparent for both employees and managers. Everyone knows what’s been approved, what’s pending, and the status of each request. Who Can Benefit from This Template? HR Professionals For HR professionals, managing leave requests can be a significant part of the job. This template helps streamline the process, reduce paperwork, and keep all requests organized and easily accessible. It’s a must-have tool for any HR department Managers need to keep track of their team’s availability to plan workloads effectively. This template allows managers to review and approve leave requests quickly, ensuring they always know who’s available and who’s not. Employees Submitting a vacation request form template should be straightforward and stress-free for employees. Stackby’s template makes it easy for employees to request time off, providing a clear process and quick approvals. Small Businesses Small businesses often have limited resources for managing administrative tasks. This leave of absence form template provides an efficient way to handle leave requests without the need for complex software or systems. Remote Teams For remote teams, clear communication and organized processes are even more critical. This holiday request form template ensures that all team members, no matter where they are, can submit and manage leave requests seamlessly. Managing leave requests doesn’t have to be a headache. With Stackby’s Leave Request Form Template, you can streamline the process, keep everything organized, and enhance communication within your team. Whether you’re an HR professional, a manager, or an employee, this template provides the tools you need to handle leave requests efficiently and effectively. Say goodbye to the chaos and confusion, and embrace a simpler way to manage leave. Try Stackby’s Leave Request Form Template today and see the difference it makes! 
Customer Support Form Template - Stackby Templates
Customer Support Form
Efficiently manage customer support with Stackby's Customer Support Form template.  Track customer details and support tickets in separate tables, ensuring organized and streamlined operations.
Employee Feedback Form Template for collecting workplace insights. Templates
Employee Feedback Form
Employee feedback is crucial for fostering a positive work environment, improving team dynamics, and boosting overall productivity. An effective feedback system enables organizations to address concerns, recognize achievements, and implement necessary improvements based on employee insights. The Employee Feedback Form Template in Stackby provides a structured and efficient way to collect, analyze, and manage feedback within your organization. Why Use an Employee Feedback Form Template? Traditional feedback collection methods, such as emails or paper-based forms, are inefficient and make it difficult to organize and analyze responses. With this Employee Feedback Form Template, organizations can: Standardize feedback collection across teams. Track responses in real time for timely action. Improve employee engagement by addressing concerns effectively. Streamline reporting and analysis of workplace trends. Enhance communication between employees and management. How This Template Works in Stackby Stackby’s Employee Feedback Form Template is designed to simplify the process of collecting structured feedback. This template includes dedicated tables to track responses, categorize feedback, and generate actionable insights. Key Tables in the Employee Feedback Form Template Feedback Responses Table – Stores employee responses, including ratings, comments, and suggestions. Employee Details Table – Keeps track of employees providing feedback, including name, department, and designation. Feedback Analysis Table – Helps categorize feedback into themes, such as positive, neutral, and negative responses. Actionable Insights Table – Allows managers to document responses and track actions taken based on feedback. Each table is fully customizable, allowing you to tailor the template to fit your company’s specific needs. Key Features & Benefits Efficient Feedback Collection Use Stackby’s customizable form to collect structured feedback from employees. Capture detailed responses, including satisfaction ratings, suggestions, and concerns. Automated Organization & Tracking Automatically categorize feedback based on sentiment (positive, neutral, negative). Track responses by department, team, or individual for better analysis. Real-Time Analysis & Insights Identify trends in employee satisfaction through visual reports and dashboards. Make data-driven decisions to enhance workplace culture and productivity. Actionable Feedback Management Assign feedback-based tasks to HR or management for quick resolution. Monitor changes and improvements based on recurring feedback trends. Seamless Collaboration & Integration Share reports with HR teams and managers to discuss findings. Integrate with communication tools like Slack and email for automated notifications. Use Cases for the Employee Feedback Form Template This template is beneficial for organizations of all sizes across various industries: HR Teams – Gather employee feedback to improve policies and workplace conditions. Managers & Team Leaders – Address team-specific concerns and enhance engagement. Startups & Enterprises – Maintain a healthy work culture by regularly collecting feedback. Remote & Hybrid Workplaces – Understand employee challenges and improve collaboration. How to Use the Template? Import the Template – Add the Employee Feedback Form Template to your Stackby account. Customize the Form – Modify fields to align with your organization’s feedback collection needs. Share with Employees – Distribute the form link to gather responses efficiently. Analyze Feedback Trends – Use Stackby’s analytics tools to monitor responses and detect patterns. Take Action & Improve – Implement workplace improvements based on the insights gathered.
Customer Call Back Form - Stackby Templates
Customer Callback Form
Manage your customer requests for a call-back from your website or a store with this customizable customer call back form template. Related Templates: Customer Onboarding Form 
Stackby Event RSVP Form Template for managing event registrations and RSVP Templates
Event RSVP Form
Planning an event can be a complex task—especially when it comes to managing guest responses and coordinating event details. The Event RSVP Form Template in Stackby is designed to simplify the entire process, ensuring that you can efficiently collect RSVPs, track attendee information, and manage event logistics all in one centralized platform. About Template The Event RSVP Form Template is a comprehensive solution for event organizers. Whether you’re planning a corporate seminar, a wedding reception, a community gathering, or any special event, this template provides the tools you need to streamline registration and ensure a smooth planning process. With customizable tables and integrated automation features, it not only helps you collect valuable attendee data but also makes it easy to follow up, analyze trends, and make informed decisions. Why Use the Event RSVP Form Template? Managing guest responses using disparate systems—like emails or manual spreadsheets—can be time-consuming and error-prone. This template tackles common challenges by offering a unified system that: Centralizes Attendee Data: Keep all participant information in one accessible location. Automates Registration: Use customizable forms to automatically capture RSVPs and details. Enhances Communication: Easily follow up with guests and send event updates. Tracks Response Status: Monitor who has confirmed, declined, or not yet responded. Improves Efficiency: Save time with automated workflows and real-time data updates. By reducing the administrative burden, you can focus on the creative and strategic aspects of event planning. How the Event RSVP Form Template Works in Stackby Stackby’s template leverages the power of customizable tables and views to create a dynamic event management tool. Here are the key tables included in the template: 1. Attendee Information Table This table is the heart of the template. It stores all essential details about your event participants, such as: Name, Email, and Phone Number: Basic contact details. RSVP Status: Indicates whether the guest has confirmed attendance, declined, or is pending. Special Requests or Dietary Requirements: Helps you tailor the event experience. Additional Notes: Any extra information provided by attendees. 2. Event Details Table The Event Details Table holds comprehensive information about the event itself: Event Title and Description: Provide an overview of the event. Date, Time, and Venue: Key logistical details. Agenda or Schedule: Outline the timeline and activities planned for the event. Organizer Information: Contact details of the event coordinator or team. 3. RSVP Responses Table This table focuses on tracking responses, making it easy to monitor overall attendance. It includes: Response Categories: Separate views for confirmed, declined, and pending responses. Response Date and Time: Track when each response was submitted. Follow-Up Actions: Notes on any necessary communications with attendees. 4. Follow-Up & Feedback Table (Optional) For events that require post-event analysis or follow-up: Feedback Collection: Record guest feedback to improve future events. Follow-Up Status: Track communications and thank-you notes. Action Items: Document any post-event tasks or follow-up activities. Key Features & Benefits Customization: Tailor every field and table to suit your specific event requirements. Change labels, add new fields, or adjust views to match your planning process. Real-Time Data: Enjoy live updates as responses come in. This ensures that you have the latest information at your fingertips. Automated Workflows: Set up reminders and notifications for pending RSVPs or upcoming deadlines, reducing the need for manual follow-up. Integrated Communication: Easily export attendee data to your email marketing tools or CRM system for efficient outreach. Collaboration: Share the template with your team to collaborate in real time, ensuring everyone is on the same page throughout the planning process. User-Friendly Interface: With Stackby’s intuitive design, even those with limited technical expertise can manage the template with ease. Use Cases The versatility of the Event RSVP Form Template makes it an excellent fit for various scenarios: Corporate Events: Organize seminars, conferences, or training sessions with precise attendee tracking. Social Gatherings: Manage guest lists for weddings, parties, or family reunions. Community Events: Coordinate public meetings, charity events, or local festivals. Educational Workshops: Streamline sign-ups for webinars, classes, or academic events. Nonprofit Fundraisers: Efficiently track donor participation and volunteer registrations. Getting Started To begin using the Event RSVP Form Template: Copy the Template: Import it into your Stackby account. Customize Tables: Adjust the fields in the Attendee Information, Event Details, and RSVP Responses tables according to your event needs. Deploy Registration Forms: Use the integrated form to start collecting RSVPs. Monitor Responses: Leverage real-time views and automated notifications to keep track of attendance. Collaborate & Follow-Up: Share access with your team and use the Follow-Up & Feedback Table for post-event review.
Registration Form Template - Stackby Templates
Registration Form
Collect and manage all your event registrations in this easy to configure registration form template. Related Template: Customer Onboarding Form 
Survey Form Template for collecting and managing survey responses in Stackby. Templates
Survey Form
Surveys are one of the most effective ways to gather insights, measure customer satisfaction, and collect feedback from various audiences. Whether you’re conducting market research, employee feedback, or customer experience surveys, having an organized system to collect and analyze responses is crucial. The Survey Form Template in Stackby simplifies this process, allowing you to create, distribute, and manage surveys efficiently in one place. With this template, you can structure questions, collect responses, and analyze data in real-time. Unlike static survey tools, Stackby’s no-code, spreadsheet-database hybrid platform enables full customization, automation, and integration with third-party applications, making data management seamless. Why Use This Template? Survey data is only as useful as its organization. Managing responses manually can be overwhelming, especially when dealing with large datasets. This Survey Form Template eliminates these challenges by offering: Centralized survey data collection – Store all responses in one place. Customizable form structure – Modify questions to fit your needs. Real-time tracking and analysis – Gain insights instantly. Collaboration & automation – Share with your team and automate workflows. Whether you are a business owner, HR manager, researcher, or educator, this template is built to streamline survey collection and analysis. How This Template Works in Stackby The Survey Form Template is designed with structured tables and views to help you manage your surveys effectively. Here’s how it works: 1. Survey Questions Table :- Store and organize your survey questions. Add multiple-choice, open-ended, and rating-scale questions. Categorize questions based on survey type. 2. Responses Table :- Collect and store survey responses in real time. Track respondent details, answers, and timestamps. Use filters to analyze responses based on specific questions. 3. Data Analysis & Insights Table :- Visualize key findings using charts and graphs. Monitor trends, patterns, and response distributions. Export data for further analysis or reporting. Key Features & Benefits Customizable Survey Structure:- Modify existing templates or create surveys from scratch add different question types, including text, dropdowns, and checkboxes. Automated Data Collection & Organization:- Use Stackby Forms to collect responses automatically. Link survey responses directly to the response table. Real-Time Collaboration & Sharing:- Share surveys with your team or external participants. Set permissions for data access and editing. Seamless Integration with Other Tools:- Connect with Google Sheets, Slack, Zapier, or APIs for automation. Export data to Excel or Google Drive for external analysis. Actionable Insights & Reports :- Generate reports based on collected survey data. Use visual charts and tables to track response trends. Real-World Use Cases Customer Feedback Surveys – Track customer satisfaction and improve services. Employee Engagement Surveys – Understand employee morale and workplace improvements. Market Research Surveys – Gather data for product development and business strategies. Event Feedback Forms – Collect opinions from attendees to enhance future events. Educational Surveys – Assess student or faculty feedback for academic improvements. Getting Started with the TemplateAccess the Template – Open the Survey Form Template in Stackby. Customize Survey Questions – Modify the question list to match your survey goals. Distribute & Collect Responses – Use Stackby Forms to gather responses. Analyze & Visualize Data – Use filters, charts, and reports to extract key insights. Export & Automate – Export reports or integrate with other tools for further analysis.
Employee Onboarding Form for HR and new hire management. Templates
Employee Onboarding Form for Seamless Hiring & HR Management
Track and manage your entire new employee onboarding process in a single place with this employee onboarding form template. What is an Employee Onboarding Forms Form ? An Employee Onboarding Form is a structured document used during the onboarding process to collect essential information from new hires. It ensures a smooth transition into the organisation by gathering details related to personal information, employment history, and necessary documentation. Formal vs Informal Onboarding Forms Formal Onboarding Forms are standardised documents used across all new hires, ensuring consistency in information collection. Informal Onboarding Forms may include additional, more personalised questions to cater to specific roles or individual needs. Onboarding Best Practices Beginning before the starting day : Send welcome materials, including an agenda, company policies, and required forms, before the employee's start date. HR Process : Efficiently handle paperwork and administrative processes to avoid delays in the onboarding process. Get to know the office : Facilitate introductions to team members and provide a tour of the office space. Tools and equipment : Ensure that the new employee has access to necessary tools, equipment, and technology. Build the contacts : Encourage networking by introducing the new hire to key individuals and teams. Evaluation : Regularly assess the onboarding process to identify areas for improvement and ensure its effectiveness. How to Build Employee Onboarding forms with Stackby Start with Stackby's Employee Onboarding Form template linked above. Customise fields based on the information specific to your organisation's onboarding requirements. Utilise conditional formatting and automation features for a more streamlined onboarding process. Collaborate with team members in real-time to ensure all necessary details are captured. Creating a comprehensive Employee Onboarding Form with Stackby facilitates a structured and efficient onboarding process, contributing to a positive experience for new hires and setting the stage for their success within the organisation. Checkout more related Template : Agency Talent Management Template Employee Feedback tracker Template Employee Directory Template Employee Performance Management Employee Feedback Form Customer Onboarding Form 
Customer Onboarding Form Template for efficient client registration. Templates
Customer Onboarding Form
Efficient customer onboarding is key to building long-term client relationships. A structured onboarding process ensures that new customers receive a smooth and hassle-free experience when engaging with your product or service. The Customer Onboarding Form Template in Stackby helps businesses collect essential details, track onboarding progress, and enhance customer satisfaction. Why Use a Customer Onboarding Form Template? Managing customer onboarding manually through emails or scattered spreadsheets can be inefficient and lead to delays. A well-organized onboarding form streamlines the process, allowing businesses to: Collect structured information from new customers. Track onboarding progress in a single dashboard. Assign tasks and follow up on outstanding requirements. Improve customer satisfaction with a smooth experience. Automate form submissions and notifications. How This Template Works in Stackby Stackby combines the simplicity of a form with the power of a database, allowing you to collect, store, and manage customer onboarding data efficiently. This template is designed to make the process seamless, ensuring a structured and professional approach to client onboarding. Key Tables in the Customer Onboarding Form Template Customer Information Table – Store essential client details, including name, contact information, and company details. Onboarding Steps Table – Track the onboarding progress for each client, from initial signup to account activation. Assigned Tasks Table – Assign specific tasks to team members to ensure a smooth onboarding experience. Status Tracking Table – Monitor the onboarding stage of each client and update progress in real time. Each table is fully customizable to fit your business needs. Key Features & Benefits Collect & Organize Customer Data Efficiently Use structured fields to gather names, emails, company details, and specific onboarding requirements. Customize form fields to suit your industry and business needs. Track Onboarding Progress Monitor each client’s status, from initial registration to full integration. Keep track of pending documents, approvals, or other requirements. Assign Tasks & Responsibilities Distribute onboarding responsibilities across team members. Automate task assignments and reminders to ensure timely follow-ups. Automate Notifications & Follow-ups Set up automated reminders for incomplete forms or missing information. Send automated emails to customers upon successful onboarding completion. Enhance Customer Experience Provide a seamless and structured onboarding journey. Ensure customers receive the right information and assistance at each stage. Who Can Use This Template? This template is ideal for: SaaS Companies – Onboard new users and track account activation progress. Agencies & Consultancies – Gather essential client information before starting a project. Service Providers – Ensure smooth customer onboarding for subscriptions or memberships. Financial & Legal Firms – Collect KYC (Know Your Customer) details in a structured format. How to Get Started with the Template? Import the Customer Onboarding Form Template – Add it to your Stackby workspace. Customize the Form Fields – Tailor fields to match your business needs. Share the Form with Customers – Send links to clients for easy data collection. Track & Manage Onboarding Progress – Update status, assign tasks, and ensure timely follow-ups. Automate Notifications & Reports – Set up automated reminders and generate reports.
Order Enquiry Form Template - Stackby Templates
Order Enquiry Form
Track all your products and collect your orders automatically in your tables with this customizable order enquiry form template. Embed this form in your website and collect all details automatically in your order database.   Related Templates: Product Catalog Visitor Management System Asset TrackerCustomer Onboarding Form 
Product Order Form Template | Stackby Templates
Product Order Form
Manage products, generate enquiries and orders directly from this configurable Product Order Form template.  Steps to use this Product Order Form template: Step 1: Add your product details in the Product table (Details, Price, Images etc.) and create a gallery view for the product (to share with your clients)   Step 2: Create an inquiry form using Stackby forms in the Inquiries table.  Step 3: Create two buttons - Inquire Now (linked to the inquiry form) and Buy now (linked button using your payment gateway provider hosted invoice link for that item) in the Products table.  Step 4: Bring orders automatically from your payment provider via Zapier (or Make.com or similar) in the orders table, which are linked to your products.  .. and that's it!  Keep adding your products, and build an automated inquiry and order management system along with it with this Product Order Form Template. Sign up and try it for free. Check Out Other related Teplates : Product Operations 
Stackby Donation List Template for tracking donations, donors, and contributions. Templates
Donation List
While donating to those less fortunate is one of the kindest gestures globally, managing, recording, and tracking the donations can be quite a hassle. That’s where Stackby’s Donation List Template can make things easier. Maintaining meticulous records of items donated every month requires hard work. In addition to this, you must record details and information about the donor for future reference. Are you tired of maintaining multiple databases for recording all the information related to donations? Looking for a template that will help you consolidate all the data and streamline the donation process? Stackby has developed an easy-to-use Donation List Template for recording all the donation-related data. This user-friendly template will allow you to store all your donations data in one place . You can also store donor information on the same platform. You will no longer have to refer to different spreadsheets to get access to donor information. Here’s how you can use our Donations List Template to simplify your work. This template will allow you to: Store detailed records of all your donors on a single interface. Record the names of the donors who have contributed in one way or the other. Store the contact information of the donors to facilitate seamless communication and avoid any misunderstanding. You can record the phone number and email address of the donor in this template. Add the current address of the donor. You can also record the current city and state of residence of the donor separately, along with this. Store the zip code of the donor along with the address. You can maintain the above information for as many donors as you want! Apart from the donor information, you can also track the details of the donations made by each of them. Record the type of donation corresponding to each donor. This can be kitchenware, clothing, books, toys, etc. Store detailed information about each donation made. For example, you can list the type of kitchenware donated, that is, pans and glasses. Similarly, jackets and t-shirts under clothing and magazines under books. Filter and sort the information according to your requirements. Record and update the information as and when needed. Stackby's Donation List Template also offers an in-built Donation Form to its users. This donation form can be used by all the donors and help standardize the process of donation. The form asks for all the relevant information.Related Template: Project Management Donation Tracker
Job Requisition Form Template By Stackby Templates
Job Requisition Form
The HR department of a company is responsible for finding, screening, and hiring the best candidates for every other department. What does a department do if it wants to recruit new employees? How does it communicate its hiring needs to the HR department? The answer to the question is – Job Requisition Form! What is a job requisition? Job requisition is the first step in the recruitment process. It is an internal document that acts as a formal request for a new position. Departmental managers use it to request the hiring of a new employee. Departmental managers fill out a requisition when they want to create a new position or fill an existing department position. It streamlines the recruitment process and helps a company in prioritizing its hiring needs. A job requisition will include a wide range of information starting from the department you’re hiring for, the manager’s details, the reason for recruitment, nature of the job, the expected salary range, the potential date of joining, and the list of qualifications required and so on. Job requisition is essential for a company as it formalizes the hiring process and lays down the department’s needs to the hiring manager. It enhances the transparency of the company’s HR department and even allows them to measure their recruiting KPIs easily! However, if your company’s different departments follow their job requisition format, the entire process becomes quite cumbersome. To solve this issue and help you manage multiple job requisitions, Stackby is here with its custom-made Job Requisition Form Template! This template provides you with a standard format for an employee requisition form that can be used by all your departments for their hiring needs. Apart from this, you can also keep track of all the current job requisitions in one place easily! How will Stackby’s Job Requisition Form Template help you and your team members?  Using this employee requisition form template, you will be able to: Track the multiple job requisitions on a single interface. Record the date on which the requirement was posted. Store the title of the position you want to fill. You can also record the corresponding department that has made the job requisition. Track the type of opening and check if it’s an urgent hire. This will help your HR department prioritize its time and resources towards critical positions. Store the reasons for recruitment and the responsibilities that will form a part of this position. Record the details of the supervising officer for each job. Add the educational and other qualifications required for a job. Check the current status of each job requisition to see if it has been approved or not. Monitor, track, and update the details as and when required. Job requisition is highly essential for a company, and we have created the perfect tool to help you with it. Start using the Job Requisition Form template today to streamline your critical HR process. Checkout other related Templates :Agency Template Management Daily Attendance Sheet 
Online Petition Signing Form Template - Stackby Templates
Online Petition Signing Form
Collect online petitions with e-signatures with this petition signing form template. 
Mechanic Work Order Form Template for managing auto repair tasks and invoices. Templates
Mechanic work order form
Managing repair jobs efficiently is crucial for any auto repair shop or independent mechanic. A well-organized system ensures that customer requests, vehicle diagnostics, repair details, and invoices are tracked seamlessly. The Mechanic Work Order Form Template in Stackby helps you maintain structured records, improving workflow efficiency, customer satisfaction, and revenue tracking. This template is designed to simplify repair job tracking, ensuring mechanics and service managers can easily log work orders, update progress, and finalize billing. Whether handling minor tune-ups or major overhauls, the template offers a centralized solution to keep all repair data organized. Why Use the Mechanic Work Order Form Template? Managing multiple work orders manually can lead to errors, miscommunication, and lost revenue. This Mechanic Work Order Form Template allows auto repair businesses to: Document customer details, vehicle information, and repair requests efficiently. Track labor hours, parts used, and service charges in real time. Generate accurate invoices and maintain financial records. Organize work orders to prioritize tasks based on urgency. Improve communication between mechanics, service advisors, and customers. By using this structured template, repair shops can avoid missing critical service details while ensuring smooth job management and customer satisfaction. Key Tables in the Mechanic Work Order Form Template The template includes essential tables that cover all aspects of vehicle servicing and work order management: 1. Work Orders Table Logs customer requests, vehicle details, and assigned mechanics. Includes job status tracking (Pending, In Progress, Completed). Stores repair notes and estimated delivery times. 2. Vehicle Information Table Maintains records of vehicle make, model, VIN, and service history. Links previous repairs to track recurring issues. Stores photos of vehicle conditions before and after service. 3. Labor & Parts Table Tracks labor hours assigned per job. Logs spare parts used, part numbers, and costs. Helps in generating accurate repair invoices. 4. Invoice & Payment Records Table Generates invoices based on labor and parts data. Tracks payments (Pending, Paid, Overdue). Stores invoice details for customer reference. These tables ensure a systematic approach to managing auto repair work orders, reducing paperwork, and streamlining operations. Features & Benefits Easy Work Order Management: Organize and prioritize repair jobs in one place. Accurate Billing & Cost Tracking: Log labor costs, parts, and service charges for precise invoices. Vehicle Service History Tracking: Maintain a detailed record of each vehicle’s past repairs. Custom Views & Automations: Filter jobs by status, set reminders for pending payments, and automate task assignments. Collaboration-Friendly: Allow multiple mechanics and service advisors to update work orders in real time. Customer Communication Enhancement: Keep customers informed with accurate service estimates and job completion timelines. Who Can Use This Template? Auto Repair Shops: Manage work orders, parts, and invoices efficiently. Freelance Mechanics: Keep records of services provided and payments received. Fleet Maintenance Teams: Track repairs for company-owned vehicles. Car Dealerships: Maintain post-sale service and warranty repair records. How to Use the Mechanic Work Order Form Template in Stackby Access the Template – Sign in to Stackby and select the Mechanic Work Order Form Template. Enter Work Order Details – Add new repair jobs with customer and vehicle details. Assign Labor & Parts – Update labor hours, used parts, and estimated service costs. Track Job Status – Mark jobs as Pending, In Progress, or Completed. Generate Invoices – Use logged data to generate invoices and track payments. Automate Reminders – Set alerts for pending work, upcoming service deadlines, and overdue payments.
Demographic Survey Form Template for structured data collection. Templates
Demographic Survey Form
Understanding demographic data is crucial for businesses, researchers, and organizations looking to make informed decisions. Whether you're conducting market research, analyzing employee demographics, or gathering customer insights, a Demographic Survey Form Template helps you streamline data collection, organize responses, and visualize key trends. Why Use a Demographic Survey Form Template? Manually collecting and analyzing demographic data can be time-consuming and inefficient. A structured template ensures: Standardized data collection with predefined fields. Efficient organization and easy filtering of responses. Accurate analysis of demographic trends. Customizable forms tailored to specific research needs. With Stackby’s Demographic Survey Form Template, you can effortlessly gather, manage, and analyze demographic data in one place. How This Template Works in Stackby Stackby provides a flexible, database-driven approach to survey data collection. This template includes structured tables for storing responses, categorizing participants, and visualizing trends. Key Tables in the Demographic Survey Form Template Survey Responses Table – Collect participant information and demographic details. Questionnaire Table – Define survey questions for consistent data collection. Data Analysis Table – Organize and filter responses to uncover insights. Each table is customizable, allowing you to modify fields based on specific research goals. Key Features & Benefits Efficient Data Collection Use pre-built survey forms or customize them for different use cases. Collect data on age, gender, location, occupation, income, education, and more. Organized Data Management Automatically categorize responses based on demographic attributes. Filter data to analyze specific audience segments. Data Visualization & Reporting Use Stackby’s built-in visualization tools to generate reports and trends. Export data for further analysis or share insights with stakeholders. Customization & Automation Modify form fields to align with different research objectives. Automate response collection using integrations with Google Forms, Typeform, and other survey tools. Real-World Use Cases The Demographic Survey Form Template is ideal for: Market Research – Understand customer demographics to improve targeting strategies. HR & Workforce Analytics – Analyze employee demographics for diversity and inclusion initiatives. Academic Research – Conduct social studies or public opinion surveys with structured data collection. Event Planning – Gather demographic insights from attendees for better event planning. How to Get Started Import the Template – Add the Demographic Survey Form Template to your Stackby account. Customize Questions – Modify the questionnaire table based on your research needs. Collect Responses – Share the survey form and automatically store responses in the Survey Responses Table. Analyze & Report – Filter data, generate reports, and visualize key trends.
Food Order Form Template for tracking orders, customers, and payments efficiently. Templates
Food Order Form
Managing food orders efficiently is essential for restaurants, catering services, and food businesses. The Food Order Form Template by Stackby simplifies the ordering process, allowing you to track orders, customer details, menu items, and payments in a structured and organized manner. Whether you're running a small café or managing bulk orders, this template ensures smooth operations, reduces errors, and enhances customer satisfaction. With customizable fields, automated calculations, and seamless collaboration, Stackby helps you eliminate manual record-keeping and stay on top of every order. Why Use the Food Order Form Template? 1. Eliminate Order Mismanagement Paper-based or unstructured order tracking can lead to confusion, delays, and mistakes. This template keeps all order details in one place, reducing errors. 2. Improve Order Accuracy Track menu items, quantities, customer preferences, and payment status efficiently, ensuring every order is processed correctly. 3. Automate Payment and Status Updates Link orders with payment tracking, ensuring every transaction is recorded. Update order statuses with ease—Pending, Processing, Completed, or Delivered. 4. Boost Customer Experience Keep a record of customer details, preferences, and special requests to enhance personalized service and customer satisfaction. How This Template Works in Stackby This template is structured into key tables that help streamline the food ordering process: 1. Orders Table Stores all incoming orders with customer details, food items, order date, and total amount. View real-time order status updates and filter by Pending, In Progress, or Completed. 2. Customers Table Keeps a database of customers, including contact details, order history, and preferences. Helps personalize experiences and offer loyalty-based incentives. 3. Menu Items Table Lists all available food items along with descriptions, pricing, and availability. Can be linked to the Orders table for quick and efficient order creation. 4. Payments Table Tracks payments, due amounts, and payment methods (cash, card, online). Helps ensure seamless financial tracking for food businesses. Key Features & Benefits Customizable Order Fields Modify the template to include specific fields like delivery time, special instructions, or order type (dine-in, takeaway, or delivery). Automated Order Status Updates Change order statuses with a click to ensure your team stays updated on progress. Seamless Collaboration Allow multiple team members to access and update order details in real time, ensuring efficiency. Integration with Payment Tracking Keep financial records updated by linking payments to each order. Who Can Benefit from This Template? Restaurants & Cafés – Manage dine-in, takeout, and delivery orders seamlessly. Catering Services – Track bulk orders, payments, and customer details efficiently. Cloud Kitchens – Streamline online food order tracking and kitchen operations. Event Planners – Manage food orders for weddings, parties, and corporate events. Getting Started with the Food Order Form Template Sign up on Stackby and create a new workspace. Import the Food Order Form Template to your workspace. Customize fields based on your business needs—add new columns or modify existing ones. Start adding orders, menu items, and customer details to streamline tracking. Monitor order progress and payments with real-time updates. With Stackby’s powerful features, you can eliminate paperwork, reduce errors, and enhance operational efficiency for your food business. Final Thoughts The Food Order Form Template is a must-have for food businesses looking to optimize their order management system. From tracking orders and payments to managing customer preferences, this template helps streamline operations effortlessly. Get started today with Stackby and experience a smarter way to handle food orders! 
Doctor Appointment Form Template for easy patient scheduling and management. Templates
Doctor Appointment Form
Managing patient appointments efficiently is crucial for healthcare professionals. A well-structured Doctor Appointment Form Template helps streamline the booking process, ensuring smooth scheduling, reduced wait times, and better patient care. With Stackby’s powerful features, this template allows doctors, clinics, and hospitals to manage appointments, track patient details, and automate scheduling seamlessly. Why Use a Doctor Appointment Form Template? Manually handling patient appointments can lead to scheduling conflicts, missed follow-ups, and inefficiencies. This Doctor Appointment Form Template eliminates such challenges by providing: A structured format for collecting patient information. A real-time scheduling system to avoid double bookings. Automated notifications for appointment confirmations and reminders. A centralized database to manage patient history and upcoming visits. How This Template Works in Stackby Stackby offers a dynamic approach to managing doctor appointments with a user-friendly interface, automation features, and customizable database tables. This template includes structured tables that help streamline appointment booking, track patient records, and manage schedules efficiently. Key Tables in the Doctor Appointment Form Template Appointments Table – Logs all patient bookings with date, time, and doctor details. Patients Table – Maintains patient information, including contact details and medical history. Doctor Availability Table – Tracks doctor schedules, availability, and consultation hours. Follow-up & Notifications Table – Manages follow-ups, reminders, and automated alerts. Each table is fully customizable to fit the unique needs of any healthcare practice. Key Features & Benefits Effortless Appointment Booking Simplifies the scheduling process for doctors and patients. Allows patients to select preferred dates, times, and doctors. Centralized Patient Information Stores essential patient details for future reference. Tracks patient history, previous visits, and upcoming appointments. Automated Reminders & Follow-ups Sends appointment confirmation and reminders via email or SMS. Reduces no-shows and improves clinic efficiency. Doctor Availability Management Ensures real-time visibility into doctor schedules. Prevents overbooking and scheduling conflicts. Customizable & Scalable Adaptable for individual practitioners, clinics, or hospitals. Easily integrates with other healthcare management systems. Real-World Use Cases The Doctor Appointment Form Template is ideal for: Private Clinics – Streamline patient bookings and manage doctor availability. Multi-Specialty Hospitals – Coordinate schedules for multiple doctors across departments. Telemedicine Services – Schedule and manage virtual consultations efficiently. Healthcare Administrators – Automate patient appointment tracking and reminders. Getting Started with the Template Import the Doctor Appointment Form Template – Add it to your Stackby account. Customize Appointment Fields – Define consultation types, availability, and time slots. Enable Patient Data Management – Store patient history and visit records. Automate Notifications & Reminders – Reduce missed appointments with scheduled alerts. Track & Optimize Appointment Workflow – Analyze trends and improve scheduling efficiency.
Donation Form Template for nonprofits and charities to track donations. Templates
Donation Form
For nonprofits, charities, and fundraising campaigns, managing donations efficiently is crucial. Keeping track of donor details, payment status, and donation amounts can quickly become overwhelming without a structured system. The Donation Form Template in Stackby offers a seamless way to collect, organize, and track donations, ensuring transparency and efficiency in fundraising efforts. Why Use a Donation Form Template? A well-structured Donation Form Template helps organizations: Collect donations quickly and efficiently. Maintain an organized donor database. Track payment statuses in real-time. Gain insights into fundraising performance. Ensure a smooth donor experience with automated workflows. Whether you’re managing a small fundraising event or a large-scale charity initiative, this template streamlines donation tracking while keeping your financial records organized. How This Template Works in Stackby Stackby’s Donation Form Template is designed to simplify the donation management process. With an easy-to-use structure, this template allows nonprofits and organizations to track donor contributions and ensure every donation is properly accounted for. Key Tables in the Donation Form Template Donor Information Table – Stores donor details, including name, contact, and donation history. Donation Records Table – Tracks each donation with details like amount, payment method, and status. Payment Status Table – Categorizes donations into pending, completed, or failed transactions. Fundraising Campaign Table – Organizes donations based on different campaigns or causes. Each table ensures easy access to donation data, helping nonprofits maintain transparency and accountability. Key Features & Benefits 1. Collect Donations Efficiently Create structured donation forms for quick donor entries. Capture essential donor details in one place. 2. Track Payment Status Monitor donations in real-time. Identify pending, completed, and failed transactions. 3. Organize Donor Information Maintain a well-structured donor database. Segment donors based on contributions and engagement levels. 4. Automate Donation Tracking Set up automated reminders for pending payments. Receive notifications when new donations are made. 5. Gain Insights with Reports Use Stackby’s reporting tools to analyze donation trends. Generate financial reports to track fundraising progress. Real-World Use Cases The Donation Form Template is ideal for: Nonprofits & Charities – Manage donations, donor history, and fundraising campaigns. Fundraising Events – Keep track of contributions from different donors. Religious Organizations – Organize tithes, offerings, and charity donations. Crowdfunding Campaigns – Monitor funds collected from various sources. Getting Started with the Template Import the Donation Form Template – Add it to your Stackby workspace. Customize Form Fields – Modify donor details, payment options, and tracking columns. Start Collecting Donations – Use the form to gather contributions for campaigns. Monitor Payments & Generate Reports – Track donations and analyze fundraising performance.
Employee Review Form Template for tracking employee performance and feedback. Templates
Employee Review Form
Regular performance reviews are essential for organizations to assess employee contributions, track growth, and provide meaningful feedback. The Employee Review Form Template in Stackby offers a structured and efficient way to manage employee evaluations. Whether you're conducting annual appraisals, quarterly performance reviews, or peer feedback sessions, this template helps HR teams, managers, and employees stay organized and aligned. Why Use an Employee Review Form Template? Manual employee reviews using paper forms or spreadsheets can be inefficient, leading to disorganized data, missed feedback, and incomplete assessments. This Employee Review Form Template provides a centralized, digital solution that allows companies to: Standardize the performance evaluation process. Collect and track feedback from managers, peers, and employees. Assess key performance indicators and growth potential. Store historical performance data for future reference. Automate reminders and approvals for smoother evaluations. How This Template Works in Stackby Stackby provides a structured yet flexible workspace where HR teams can track employee performance, collect feedback, and evaluate growth trends in a systematic manner. Key Tables in the Employee Review Form Template Employee Details Table – Maintain essential information about employees, including job roles, departments, and review cycles. Review Criteria Table – Define evaluation parameters such as job performance, teamwork, leadership, and goal achievements. Performance Ratings Table – Assign and track employee ratings based on predefined criteria. Feedback & Comments Table – Collect qualitative feedback from managers, peers, and employees for a well-rounded review. Each table is customizable, allowing organizations to tailor the review process to their specific needs. Key Features & Benefits Organized Employee Performance Tracking Maintain employee records in a structured table. Link reviews to individual employees for easy reference. Customizable Review Criteria Define evaluation metrics based on company objectives. Use a rating scale or qualitative assessment for better insights. Comprehensive Feedback Collection Enable manager and peer feedback to ensure fair evaluations. Allow employees to self-assess and compare with manager ratings. Automated Review Process Set review cycles (monthly, quarterly, or annually) to ensure timely evaluations. Use automations and notifications for review reminders. Performance Insights & Analytics Generate reports and dashboards to track employee growth. Identify high performers and areas for improvement. Real-World Use Cases This Employee Review Form Template is perfect for: HR Teams & Managers – Standardize employee evaluations across departments. Small & Large Businesses – Ensure structured feedback and fair appraisals. Remote & Hybrid Workforces – Digitally manage performance tracking and peer reviews. Getting Started with the Template Import the Employee Review Form Template – Add it to your Stackby workspace. Customize Review Criteria – Define rating parameters and evaluation metrics. Assign Employee Review Cycles – Set up monthly, quarterly, or annual reviews. Collect & Track Feedback – Allow managers, peers, and employees to submit reviews. Analyze & Improve Performance – Generate reports and track trends over time.
Templates
New Employee Hire Form
The New Employee Hire Form template simplifies onboarding by gathering essential information, including roles, start dates, and emergency contact details.
Templates
Holiday Request Form
Manage employee holiday requests and approvals easily by tracking leave details and ensuring proper documentation.
Templates
Project Request Form
The Project Request Form template helps streamline project proposals by collecting essential details and tracking approvals effectively.
Feature Request Form Template for tracking and managing product feedback. Templates
Feature Request Form
Product development thrives on user feedback, but managing feature requests can be overwhelming without the right system. The Feature Request Form Template in Stackby helps you collect, organize, and prioritize feature suggestions from users, teams, or stakeholders efficiently. Whether you are a product manager, developer, or part of a customer support team, this template simplifies the feedback loop and ensures that valuable insights are never lost. Stackby’s intuitive spreadsheet-database hybrid makes it easy to customize the request tracking system, categorize ideas, and streamline collaboration with your team. Why Use This Template? Handling feature requests through scattered emails, chat messages, or spreadsheets can lead to inefficiencies and lost feedback. This template offers a structured approach to: Centralize feature requests in one location. Track requests by priority, category, and status. Streamline team collaboration by assigning requests and tracking decisions. Improve user engagement by acknowledging and implementing valuable feedback. How This Template Works in Stackby This template consists of well-organized tables and views to help you manage feature requests effortlessly. 1. Feature Requests Table The core table where all incoming feature requests are stored. It includes: Request Title – Brief name of the feature request. Description – Detailed explanation of the requested feature. Requester Name & Contact – Who submitted the request? Priority Level – Low, Medium, or High to help prioritize development. Status – Track progress (Pending, In Review, Approved, Rejected, In Development, Released). Category – Group similar requests under categories like UI/UX, Performance, Integrations, etc. Impact & Votes – Measure request importance with user votes or business impact. 2. Prioritization Dashboard A categorized and filterable view that allows you to sort feature requests based on priority, impact, or status. Use this to decide which features to work on next. 3. Request Submission Form A ready-to-use form view lets users submit feature requests directly into the system. Share the form with internal teams or customers and collect inputs without manual data entry. 4. Development Pipeline A Kanban-style view to visualize the progress of each feature request from submission to release. It helps teams keep track of the feature backlog and development workflow. Key Features & Benefits Customizable Forms: Collect feature requests from users in a structured format. Automated Workflows: Set up automated actions based on request status changes. Collaboration-Friendly: Assign requests to team members and track discussions. API & Integration Ready: Connect with tools like Slack, Trello, or Jira for seamless workflow management. Visibility & Reporting: Generate reports and insights on most-requested features and user trends. Real-World Use Cases Product Teams: Capture user feedback, evaluate demand, and decide on roadmap priorities. Customer Support Teams: Streamline customer requests and pass valuable insights to developers. SaaS Companies: Manage ongoing feature enhancements and improve customer satisfaction. Startups: Collect and validate user needs before investing in development. Getting Started with the Template Import the Feature Request Form Template into your Stackby account. Customize fields to match your specific product or industry needs. Share the request submission form with customers or team members. Sort and filter requests based on priority and category. Integrate automation to notify relevant teams when new requests are submitted. Final Thoughts Collecting and managing feature requests doesn’t have to be a tedious process. With the Feature Request Form Template in Stackby, you can gather, evaluate, and implement user feedback effortlessly, keeping your product aligned with customer expectations. Start using this free template today and streamline your feature tracking workflow.
Stackby Supply Order Form Template for efficient order tracking and management. Templates
Supply Order Form
Managing supply orders can be a challenging task, especially for businesses handling multiple vendors, frequent requests, and inventory tracking. A well-structured order management system ensures smooth operations, reduces delays, and prevents stock shortages. The Supply Order Form Template in Stackby provides a streamlined way to handle order requests, track approvals, manage vendors, and monitor deliveries—all in one place. Whether you're managing office supplies, raw materials, or large-scale procurement, this template helps you maintain control and efficiency. Why Use the Supply Order Form Template? Traditional supply order tracking methods—such as spreadsheets, paper forms, or email chains—can be inefficient, prone to errors, and hard to manage. With Stackby’s Supply Order Form Template, you can: Standardize supply request submissions. Track orders from request to fulfillment. Manage supplier details and streamline communication. Monitor order approvals and delivery status. Reduce errors, prevent duplicate requests, and improve accountability. This template is useful for office administrators, procurement teams, warehouse managers, and business owners who need a structured way to manage supplies effectively. How the Supply Order Form Template Works Stackby’s Supply Order Form Template is designed for ease of use and efficiency. It consists of structured tables that allow you to track supply orders at different stages. Here’s how the template is organized: 1. Supply Orders Table This table serves as the main database where all order requests are logged. It includes: Order ID – A unique identifier for each supply request. Item Name – The name of the requested supply. Category – Classifies the supply (Office, IT Equipment, Stationery, etc.). Quantity – Specifies the number of units requested. Requested By – Tracks the employee or department making the request. Approval Status – Shows whether the order is pending, approved, or rejected. Vendor Assigned – Links the request to a preferred supplier. Delivery Status – Tracks whether the order is in progress, shipped, or delivered. 2. Vendor Management Table Managing vendor relationships is crucial for efficient procurement. This table includes: Vendor Name – The name of the supplier. Contact Information – Phone number, email, and address for quick communication. Products Supplied – Lists the items a vendor provides. Average Delivery Time – Helps in assessing supplier reliability. Payment Terms – Records agreed-upon payment terms with the vendor. 3. Order Approval Table Some supply orders require managerial approval before processing. This table helps track: Order Request ID – Links to the Supply Orders table for tracking purposes. Approver Name – The person responsible for reviewing the request. Approval Status – Marks whether the request is approved, denied, or pending. Comments/Remarks – Allows approvers to add notes or special instructions. 4. Delivery Tracking Table Ensuring timely delivery is crucial in supply management. This table includes: Order ID – Links to the supply request. Vendor Name – The supplier responsible for delivery. Expected Delivery Date – Helps in planning and tracking arrivals. Actual Delivery Date – Tracks when the order is received. Delivery Status – Indicates pending, shipped, or completed deliveries. Received By – Logs the person who confirmed receipt. Key Features & Benefits 1. Streamlined Supply Requests This template standardizes how supply requests are submitted, making it easier to track, approve, and fulfill them efficiently. 2. Efficient Vendor Management Maintaining supplier details in a centralized table helps streamline communication, monitor supplier performance, and ensure timely deliveries. 3. Approval Workflow Integration Some supplies require budget or managerial approval before purchase. This template allows managers to review, approve, or reject requests within the system. 4. Real-Time Order Tracking From the moment an order is requested to when it's delivered, you can track every stage to ensure no delays or miscommunication occur. 5. Reduced Errors & Improved Accountability By organizing supply order data in one place, businesses can reduce duplicate orders, prevent mismanagement, and maintain a clear record of requests and approvals. Real-World Use Cases Office Supply Management – HR and office administrators can track and manage supply requests efficiently. Warehouse & Inventory Teams – Helps keep stock levels optimized and ensures on-time procurement. Procurement & Purchasing Departments – Ensures all purchases follow a structured approval and tracking system. Hospitality & Retail Businesses – Helps manage daily operational supplies, ensuring nothing runs out. Getting Started with the Supply Order Form Template Sign in to Stackby – If you don’t have an account, create one for free. Access the Template – Open the Supply Order Form Template in the Stackby template gallery. Customize as Needed – Modify fields to fit your business’s specific procurement workflow. Start Logging Orders – Input new supply requests, track approvals, and monitor deliveries. Optimize Procurement Processes – Use Stackby’s automation and collaboration features to streamline your supply chain.
Templates
Construction Change Order Form
Manage construction project changes by documenting adjustments, costs, and approvals with this detailed change order form.
Client Complaints Form Template - free to use - Stackby Templates
Client Complaints Form
The Client Complaints Form template simplifies complaint handling by capturing client issues, urgency, and follow-up details for efficient resolutions.
Templates
Resident Verification Form
Streamline resident verification by gathering tenant details, addresses, and supporting documents in one convenient form.
Online Form with Document Upload Template - Stackby Templates
Online Form with Document Upload
The Online Form with Document Upload template allows users to upload essential documents while capturing submitter details for organized tracking.
ACH Form Template for secure payment processing. Templates
ACH Form
Managing payments securely and efficiently is crucial for any business. The ACH Form Template from Stackby is designed to simplify and streamline the process of collecting bank details and authorizing transactions. This template helps you manage ACH (Automated Clearing House) transactions in a structured, organized, and secure manner, ensuring that your payment collection process is efficient and compliant with industry standards. What is an ACH Form? An ACH form is a document that authorizes a business to withdraw funds directly from a customer’s bank account for payments. ACH payments are widely used for direct deposits, bill payments, and business-to-business transactions. With the Stackby ACH Form Template, you can easily collect and organize these authorizations, reducing manual paperwork and improving accuracy. Why Use the ACH Form Template? Handling ACH payments manually can lead to errors, delays, and compliance issues. This template eliminates these challenges by providing a structured format to collect customer information, authorize transactions, and manage payment details in one place. Key Benefits of the ACH Form Template: Secure and Efficient – Ensure that payment details are collected and processed securely. Automated Workflow – Automate the approval and tracking of ACH payments. Centralized Data Management – Keep all payment authorizations in one place for easy access. Compliance Ready – Ensure that your ACH payment process adheres to industry regulations and standards. How to Use the ACH Form Template in Stackby Set Up the Template Import the ACH Form Template into your Stackby account. Customize the fields according to your business requirements. Collect Customer Information Add customer details like name, bank account information, and payment amount. Ensure that customers authorize the transaction using an electronic signature or approval. Automate Payment Processing Link the template with your payment processing system. Automate recurring payments or direct deposits. Track and Manage Payments Use Stackby’s real-time tracking to monitor payment status. Get notifications for successful or failed transactions. Key Features of the ACH Form Template Customizable Fields: Adapt the template to suit your business needs by adding or removing fields. Integration with Payment Platforms: Sync data with your existing payment processing tools. Automated Notifications: Get real-time alerts on transaction status. Data Security: All payment data is securely stored and accessible only to authorized users. Who Can Benefit from This Template? Small and Medium Businesses – Automate and simplify payment processing. Freelancers and Contractors – Collect payments from clients without hassle. Subscription-Based Businesses – Manage recurring payments efficiently. Nonprofits and Organizations – Collect donations and member fees securely. The ACH Form Template from Stackby is designed to make payment processing faster, more secure, and fully automated. By centralizing customer information and automating payments, you can save time, reduce errors, and improve overall efficiency. Try the ACH Form Template today and experience seamless payment management with Stackby!
Templates
Credit Card Authorization Form
The Credit Card Authorization Form template ensures secure transactions by capturing cardholder details, payment amount, and authorization signatures.
Templates
Medical Record Release Form
Easily manage patient-authorized medical record releases with this streamlined and secure form template.
Data Request Form Template for efficient data collection and management. Templates
Data Request Form
Data is the backbone of decision-making in any organization. However, managing data requests manually can lead to inefficiencies, miscommunication, and errors. The Data Request Form Template in Stackby provides a structured approach to collecting, tracking, and managing data requests within teams, ensuring a smooth workflow from submission to approval. Why Use a Data Request Form Template? Organizations often deal with multiple data requests across departments, ranging from research teams needing analytical reports to marketing teams requesting customer insights. Without a streamlined process, handling these requests can become chaotic. With the Data Request Form Template, you can: Standardize the data request process. Ensure all necessary details are captured in one place. Automate approvals and tracking for efficiency. Keep a record of past and pending data requests. Improve team collaboration and response times. How This Template Works in Stackby This template is structured to handle data requests efficiently. It includes key tables that help you collect, categorize, and manage requests in an organized manner. Key Tables in the Data Request Form Template Request Submission Table – Collect all necessary details, including request type, priority, and requester information. Approval & Status Table – Track the status of each request (Pending, In Progress, Approved, Denied). Request Logs Table – Maintain a historical log of all previous requests for reference and reporting. Assigned Team Members Table – Assign requests to relevant team members and track responsibility. Each table can be customized to fit the needs of your organization. Key Features & Benefits Efficient Data Request Collection Use a structured form to capture key request details. Standardize data collection across teams. Real-Time Tracking & Status Updates Monitor request progress with clear status labels. Keep stakeholders informed about approvals and completion timelines. Seamless Collaboration Assign requests to specific team members. Enable discussions and updates within Stackby for better communication. Automated Approvals & Notifications Set up automated workflows to approve or reject requests based on predefined criteria. Notify requesters instantly when their data is ready. Historical Data Tracking Maintain a searchable log of all past requests for auditing and reference. Analyze trends in data requests to optimize internal workflows. Real-World Use Cases This template is ideal for: IT & Data Teams – Manage internal requests for reports, analytics, or database access. Marketing Departments – Request customer insights, campaign data, or performance analytics. Finance Teams – Handle data requests related to budgeting, transactions, or compliance. Research & Development – Organize research data requests and ensure timely fulfillment. Getting Started with the Template Import the Data Request Form Template – Add it to your Stackby workspace. Customize Request Fields – Modify form fields to capture specific data points relevant to your team. Assign Responsibilities – Ensure each request is assigned to the right team member for quick action. Track & Manage Requests – Monitor progress, approve requests, and communicate updates. Automate Notifications & Approvals – Set up workflows to speed up the approval process.
Custom Shirt Order Form Template - Stackby Templates
Custom Shirt Order Form
Effortlessly manage custom shirt orders by capturing essential details like fabric, size, color, and design in a structured form.
Templates
Custom Clothing Order Form
The Custom Clothing Order Form helps tailor clothing to your exact needs by collecting measurements, design preferences, and fabric details in one place.
Templates
Contest Entry Form
The Contest Entry Form template helps organize contest submissions by capturing participant information, submission details, and file uploads for easy management.
Templates
Cookie Order Form
The Cookie Order Form template makes it easy to manage cookie orders. Capture customer details, preferred flavors, and delivery instructions for smooth processing.
Templates
Conference Registration form
The Conference Registration Form template helps organizers efficiently gather attendee details, preferences, and payment information, ensuring a hassle-free event setup.
Catering Form Template for managing event orders and tracking catering details in Stackby. Templates
Catering Form
Planning and managing catering for events can be overwhelming without a structured system. From gathering client preferences to coordinating delivery schedules, every detail must be tracked accurately. The Catering Form Template by Stackby offers an all-in-one solution to streamline your catering operations. Designed for caterers, event planners, and hospitality businesses, this template allows you to manage catering requests, monitor order status, and ensure seamless event execution. Whether you’re handling corporate events, weddings, or private parties, the Catering Form Template will keep your catering workflow organized. Why Choose the Catering Form Template? Managing catering requests using spreadsheets or manual forms can lead to: Missed details in client preferences and orders Confusion in meal selection for different guest categories Difficulty tracking delivery schedules Inefficient communication with teams and vendors The Catering Form Template resolves these issues by providing a centralized platform to collect client details, track order progress, and manage catering logistics effectively. How the Catering Form Template Works in Stackby The template consists of three main tables that cover all essential aspects of catering management: 1. Event Details Table This table captures essential event information and client preferences: Event Name and Client Name – Easily identify and manage individual events. Event Date and Time – Track upcoming events and deadlines. Venue Location – Ensure timely delivery and setup with accurate venue details. Guest Count – Record guest numbers and customize orders accordingly. Special Requests – Note dietary restrictions, special preferences, or client requests. 2. Menu Selection Table Customize menus for each event and keep track of meal selections: Menu Category – Organize by categories like appetizers, main courses, desserts, or beverages. Dish Name and Description – Provide details about each dish for easy reference. Quantity Required – Track the number of servings needed for each menu item. Dietary Information – Highlight vegetarian, vegan, or gluten-free options. This table ensures you can personalize your offerings based on client preferences. 3. Delivery Schedule Table Efficiently manage delivery and setup timelines using the Delivery Schedule Table: Event ID and Delivery Address – Link deliveries to specific events. Delivery Time – Schedule precise delivery windows for timely service. Driver Details – Assign drivers and track real-time status. Delivery Status – Monitor progress using status updates like "Scheduled," "In Progress," or "Delivered." Key Features and Benefits Streamlined Event Management – Manage multiple catering orders with clear visibility. Custom Menu Creation – Personalize menus for clients and accommodate dietary needs. Real-Time Delivery Tracking – Monitor delivery schedules and ensure on-time service. Collaboration – Share the template with your team for seamless communication. Automation – Set reminders for delivery times and follow-ups using Stackby’s automation. Who Can Benefit from This Template? Catering Companies – Manage catering orders for weddings, corporate events, and private parties. Event Planners – Keep track of menu selections, guest counts, and logistics. Restaurants Offering Catering Services – Simplify order tracking and delivery management. Hotels and Banquet Halls – Organize large-scale catering operations for multiple events. Getting Started with the Catering Form Template Duplicate the Template: Add the Catering Form Template to your Stackby workspace. Input Event Details: Enter basic event information like client name, date, and venue. Create Menus: Add meal options and quantities using the Menu Selection Table. Set Delivery Schedules: Record delivery times and assign drivers. Track Progress: Monitor the status of each event and ensure timely fulfillment. Stackby’s flexibility also allows you to customize the template further. Integrate with third-party applications, set up automated reminders, or generate reports for better decision-making.
Contact Form Template for lead collection and inquiry management. Templates
Contact Form
Effective communication is vital for businesses, and a well-structured contact form ensures seamless interactions with customers, clients, and prospects. Whether you're managing inquiries, collecting customer feedback, or gathering leads, a Contact Form Template helps you organize and streamline communication effectively. The Contact Form Template in Stackby provides a structured way to collect, manage, and respond to messages without missing important details. Designed for businesses, freelancers, and organizations, this template helps centralize inquiries in one place, enabling quick follow-ups and improved customer engagement. Why Use a Contact Form Template? Manually tracking customer inquiries through email can lead to missed opportunities and disorganized communication. This template eliminates these issues by offering: A structured system to collect and manage form submissions. Easy tracking of contact requests, lead details, and customer questions. Customizable fields to match your business needs. Automated workflows to assign inquiries to the right team members. Improved response time and better customer relationship management. How This Template Works in Stackby Stackby combines the flexibility of spreadsheets with the power of databases, making it easy to manage and track contact form responses. The Contact Form Template includes key tables that organize incoming inquiries, customer details, and follow-up actions. Key Tables in the Contact Form Template Inquiries Table – Captures all submitted form entries, including name, email, message, and status. Lead Management Table – Stores potential customer details for follow-ups and lead nurturing. Response Tracking Table – Helps teams track response times and resolution status. Team Assignment Table – Assigns inquiries to relevant team members for faster response. Each table can be customized to fit the specific needs of your business. Key Features & Benefits Centralized Inquiry Management Capture and organize all form submissions in one place. Track incoming messages, request types, and customer details easily. Customizable Form Fields Add custom fields for collecting specific information, such as phone numbers, preferred contact methods, or urgency levels. Automated Lead Assignment Assign inquiries to team members based on predefined rules. Improve response times and ensure prompt follow-ups. Track Follow-ups & Status Updates Monitor the status of each inquiry (e.g., pending, resolved, escalated). Set reminders for pending responses to prevent missed opportunities. Integrations & Automation Connect with tools like Slack, Gmail, or CRM platforms for seamless communication. Automate notifications and alerts for new inquiries. Use Cases of the Contact Form Template This template is useful for various industries and professionals, including: Businesses & Startups – Streamline customer inquiries and improve response efficiency. Freelancers & Consultants – Manage potential client requests and project inquiries. E-commerce & Service Providers – Track customer queries, complaints, and feedback. Event & Webinar Organizers – Collect RSVPs, speaker applications, or attendee questions. Getting Started with the Template Import the Contact Form Template – Add it to your Stackby account. Customize Fields – Adjust form fields based on the type of inquiries you receive. Share the Form Link – Embed it on your website or send it to customers. Track & Manage Inquiries – Use Stackby’s structured views to organize responses. Automate Follow-ups – Set up notifications or reminders for pending responses.
Class Evaluation Form Template - Stackby Templates
Class Evaluation Form
Gather valuable feedback on your classes with this easy-to-use Class Evaluation Form. Enhance learning experiences based on students’ insights and suggestions.
Church Membership Form Template - Free to Use - Stackby Templates
Church Membership Form
Our Church Membership Form helps you join your community effortlessly. Provide your personal and spiritual details to stay connected and grow together in faith.
Cake Order Form Template for tracking custom cake orders and payments. Templates
Cake Order Form
Managing custom cake orders can be challenging, especially when dealing with multiple customer requests, designs, flavors, and delivery schedules. A streamlined system is essential to keep track of all orders, ensure timely delivery, and provide excellent customer service. The Cake Order Form Template in Stackby helps bakeries, cake shops, and home bakers efficiently organize and track their cake orders, customer details, payments, and delivery schedules—all in one place. Why Use a Cake Order Form Template? Handling cake orders manually through notebooks, messages, or spreadsheets can lead to missed orders, errors, and miscommunication. With this template, you can: Collect and manage custom cake orders in an organized manner. Track order details, including flavors, sizes, and special requests. Monitor payment statuses and pending balances. Plan deliveries efficiently with scheduled timelines. Improve customer satisfaction with a smooth ordering process. How This Template Works in Stackby Stackby offers a database-driven approach to cake order management, making it easier to categorize, track, and fulfill orders. This Cake Order Form Template includes structured tables to help manage every aspect of your cake business. Key Tables in the Cake Order Form Template Orders Table – Record customer orders with cake details, flavors, sizes, and customization requests. Customers Table – Store customer contact details for easy reference and follow-ups. Payments Table – Track payment status, amounts due, and completed transactions. Delivery Schedule Table – Plan and organize cake deliveries to ensure on-time fulfillment. Key Features & Benefits Easy Order Collection & Management Centralized database for all cake orders, reducing errors and confusion. Customizable fields to match your bakery’s needs, such as cake type, decoration style, and occasion. Seamless Customer Tracking Store customer information, including names, phone numbers, and special preferences. Keep a record of repeat customers for better service and loyalty rewards. Payment Tracking & Automation Track deposits, full payments, and outstanding balances to manage cash flow. Set up automated reminders for pending payments. Delivery & Scheduling Management Assign delivery dates and times to each order for smooth logistics. Track delivery status to ensure on-time completion. Customization & Scalability Add columns, formulas, and automations to match the needs of small bakeries or large-scale operations. Integrate with third-party tools like Google Calendar, email, or WhatsApp for better communication. Who Can Benefit from This Template? This Cake Order Form Template is designed for: Bakeries & Cake Shops – Manage bulk cake orders and streamline operations. Home Bakers – Keep track of custom orders, payments, and deliveries in one place. Catering Services – Organize large event cake orders efficiently. Event Planners – Coordinate cake orders for birthdays, weddings, and corporate events. How to Get Started with the Template Import the Cake Order Form Template – Add the template to your Stackby account. Customize the Fields – Modify cake details, customer preferences, and pricing as needed. Start Recording Orders – Enter customer orders with all necessary details. Track Payments & Deliveries – Monitor outstanding balances and upcoming deliveries. Automate & Optimize – Set up notifications for order deadlines and payment reminders.
Bank Transfer Form Template - Stackby Templates
Bank Transfer Form
The Bank Transfer Form Template helps capture essential details like sender/recipient info, transfer amount, and purpose, ensuring seamless and secure transactions.
Database Collection Form Templates
Database Collection Form
The Database Collection Form Template is designed to gather, store, and manage data effectively. Ideal for teams looking to streamline their data collection process.
Templates
Annual Leave Form
The Annual Leave Request Form template helps employees submit leave requests and enables HR to track and approve them with ease, improving workflow efficiency.
Audit Form Template for efficient audit tracking and management in Stackby. Templates
Audit Form
Audits are crucial for maintaining compliance, ensuring accuracy, and identifying areas for improvement in any organization. Whether you’re conducting internal audits, compliance checks, or quality assurance evaluations, having a structured system to track audit findings, actions, and follow-ups is essential. The Audit Form Template in Stackby allows you to track and manage your audit processes efficiently. It helps teams document audit results, action items, and the progress of corrective actions in one easy-to-use platform. This template is fully customizable, user-friendly, and designed to save you time. It’s perfect for auditors, compliance officers, quality control teams, and managers who need to maintain proper records and documentation of audits. Why Use the Audit Form Template? Traditional audit processes can be cumbersome, especially when done manually or across disconnected systems. Common pain points include: Disorganized Records: Keeping track of audit reports, findings, and follow-up actions is challenging without a unified system. Lack of Visibility: It’s hard to track the progress of audit actions, deadlines, and status updates when information is scattered. Time-Consuming: Manually generating audit reports and tracking findings can eat into valuable time. With the Audit Form Template in Stackby, you can eliminate these issues and streamline your audit workflow. How the Audit Form Template Works in Stackby The Audit Form Template is designed with multiple tables and views to ensure smooth tracking of every part of the audit process. The key components of the template include: 1. Audit Findings Table This table helps you document the core findings from your audits. Key columns in this table include: Audit Name & Date: Name and date of the audit. Audit Type: Internal, external, compliance, etc. Findings/Issues: Detailed description of any issues or findings discovered during the audit. Severity: Indicate whether the issue is low, medium, or high in severity. Assigned to: Person responsible for addressing the issue. 2. Actions & Recommendations Table The Actions & Recommendations table helps track follow-up actions and recommendations for improving processes based on audit findings. Columns include: Action Item: Detailed description of what needs to be done. Assigned to: The person responsible for implementing the action. Due Date: Set deadlines for action completion. Status: Track the status (Pending, In Progress, Completed). 3. Audit Reports Table Track the audit reports and findings in a consolidated manner. Use this table to store: Report ID: Unique identifier for each report. Report Date: The date when the report was created or finalized. Findings Summary: Short summary of key findings. Link to Detailed Report: Attach the full audit report or provide a link for easy access. 4. Audit History Table This table tracks the history of past audits and helps identify recurring issues. Key fields include: Audit Date: Date of previous audits. Audited Areas: List of departments or sections audited. Issues Repeated: Identify whether the same issues appeared in prior audits. Key Features & Benefits Customizable to Fit Your Needs: The Audit Form Template is fully customizable to suit any industry or audit type. Comprehensive Tracking: Document findings, actions, and reports in one place for easy tracking and management. Automation & Notifications: Set up automated reminders and follow-ups for action items and deadlines. Easy to Use: With Stackby’s intuitive interface, it’s easy to input, track, and update audit data. Collaboration-Friendly: Share the template with your team, assign tasks, and monitor progress in real time. Reporting & Analysis: Generate reports on audit findings, trends, and action completion rates for insight-driven decision-making. Who Can Benefit from This Template? Internal Auditors & Compliance Officers: For tracking audit findings, corrective actions, and ensuring compliance. Quality Assurance Teams: To identify issues in processes and improve the quality of products or services. External Auditors: Help track audit progress and deliver detailed reports to clients or stakeholders. Managers & Executives: Gain an overview of audit status and ensure timely follow-up on action items. Real-World Use Cases Internal Audits in Corporations: Corporations use this template to track internal audits across departments. They can review past findings, assess progress on corrective actions, and ensure compliance with internal standards. Healthcare Compliance Audits: Healthcare providers can use this template to conduct audits on patient care practices, track findings, and improve quality through continuous monitoring. Financial & Tax Audits: Accounting firms can track audit progress, manage documentation, and follow up on findings to ensure tax compliance and financial accuracy. Manufacturing Quality Audits: Manufacturing companies can track quality audits, identify defective processes or products, and assign actions to improve operations. Getting Started with the Audit Form Template Copy the template into your Stackby workspace and customize it to fit your specific audit process. Start logging audit findings by filling out the Audit Findings Table after each audit. Assign action items to the appropriate team members and track their progress in the Actions & Recommendations Table. Generate reports based on audit data to review overall performance, identify trends, and ensure timely corrective actions.
Streamlined Approval Form Template for managing and tracking requests in Stackby. Templates
Approval Form
Approval processes are integral to various business operations, from HR and finance to project management and procurement. However, traditional manual methods of tracking approvals can be slow, prone to errors, and inefficient. That's where Stackby's Approval Form Template comes into play. This template allows organizations to automate and streamline their approval workflows. It offers a user-friendly, customizable solution that allows teams to collect, track, and manage approval requests in real-time. Whether you’re handling purchase orders, project approvals, leave requests, or contract sign-offs, this template can be adapted to meet your needs. The Approval Form Template in Stackby integrates seamlessly with your workflow, reducing bottlenecks and improving team efficiency. In this article, we’ll dive into its features, benefits, and real-world use cases. Why Use the Approval Form Template? Approval workflows often involve multiple stages, from submission to review and final approval. Without a central system to manage the process, tracking approvals can become chaotic, leading to delays and mistakes. With the Approval Form Template, you’ll experience: Efficient Tracking: Track approvals in real-time to see which requests are pending, approved, or rejected. Collaboration: Easily collaborate with your team by assigning tasks, collecting feedback, and leaving comments directly on each form. Automation: Set automated notifications and reminders to reduce follow-up emails and prevent missed deadlines. Customizable Fields: Tailor the template to fit your approval process, whether for internal forms, client contracts, or employee leave requests. How the Approval Form Template Works in Stackby The Approval Form Template is divided into several key tables that help you collect, track, and manage approval requests effectively. Let’s break down the functionality of each table: 1. Requests Table The Requests Table is where you collect all the incoming approval requests. This table allows you to capture essential information about each request, including: Request Title: A brief description or title for the approval request. Requestor: Name of the person submitting the request. Request Type: Type of request (e.g., leave request, purchase order, project approval). Priority: Priority level (High, Medium, Low) to help prioritize the review process. Status: Track the status of each request (Pending, Approved, Rejected, etc.). Due Date: Set a deadline for approval. Comments/Notes: Add any important details or discussion points regarding the request. 2. Approval Workflow Table The Approval Workflow Table helps organize the steps involved in processing each request. You can break down the approval process into distinct stages, including review, feedback, and final decision. This table includes: Workflow Steps: The various stages of approval (e.g., Initial Review, Management Approval, Final Approval). Assignee: Assign team members to specific approval steps. Due Date: Set deadlines for each stage to keep the process on track. Status: Track the current status of each approval step (e.g., In Progress, Complete). Approval Comments: Allow approvers to add comments or feedback at each stage. 3. Notifications & Reminders Table To make sure nothing slips through the cracks, the Notifications & Reminders Table allows you to automate reminders for pending approvals. You can set up automated email alerts or in-app notifications to notify stakeholders when: A new request is submitted. A request is due for review. An approval is pending for too long. Automating these reminders ensures that nothing is delayed and approval workflows remain efficient. 4. History & Archive Table Once a request is completed (whether approved or rejected), the request details are moved to the History & Archive Table. This allows you to maintain a record of all past approvals for future reference and audit purposes. Each archived entry includes: Request Title and Status (Approved/Rejected) Final Decision and Date Approvers and Comments Key Features & Benefits Customizable Forms: Adapt the template to fit any type of approval request, from purchase orders to project proposals. Real-Time Collaboration: Invite team members to collaborate, provide feedback, and track approval progress together. Automated Notifications: Set up automated reminders for overdue requests, ensuring timely decisions. Centralized Tracking: Keep all requests, feedback, and approvals in one easy-to-access location. Advanced Reporting: Generate reports to track approval trends, identify bottlenecks, and optimize workflows. Real-World Use Cases The Approval Form Template can be used in various industries and scenarios: HR & Employee Management: Handle employee leave requests, expense reimbursements, and performance review approvals. Procurement & Finance: Manage purchase order approvals, budget allocation, and contract sign-offs. Project Management: Track project proposal approvals, resource allocation, and timeline approvals. Client Services: Use the template for client contract approvals, service agreements, and proposal sign-offs. Getting Started with the Approval Form Template Copy the Template: Get started by copying the Approval Form Template into your Stackby workspace. Customize It: Tailor the template to your specific approval processes by modifying fields, stages, and notifications. Assign Tasks: Assign team members to each approval stage and set deadlines to ensure the process runs smoothly. Start Using It: Begin submitting and processing approval requests, track progress, and generate reports.
Job Work Order Form Template - Stackby Templates
Job Work Order Form
Job Work Order Form template from Stackby helps teams streamline task management by organizing essential job details, including work descriptions, materials, assigned personnel, priority levels, and approvals. Easily track progress, record completion dates, and ensure high-quality execution for each job.
Custom Work Order Forms Template for tracking tasks and managing projects efficiently. Templates
Custom Work Order Forms
Managing repair work orders efficiently is crucial for businesses, contractors, and maintenance teams to ensure timely service and keep operations running smoothly. The Repair Work Order Forms Template in Stackby offers a structured system for tracking repair requests, assigning tasks, and monitoring job progress. Whether you handle in-house maintenance, customer service requests, or third-party repairs, this template helps streamline the entire workflow from request to completion. Why Use This Template? Repair work can be chaotic without a proper system in place. Lost work orders, unclear job assignments, and incomplete repair histories can lead to delays and miscommunication. This Repair Work Order Forms Template eliminates inefficiencies by providing: A centralized platform for logging, tracking, and managing repair requests. A clear workflow for assigning repair jobs to technicians and tracking completion. Automated updates and reminders to ensure timely service. Customizable fields to adapt the template to different industries and repair needs. How This Template Works in Stackby The template includes key tables designed to cover various aspects of repair work management: 1. Repair Work Orders Capture essential details such as repair request date, issue description, and requestor information. Categorize work orders by priority level, status, and assigned technician. Track the estimated and actual completion dates for better job management. 2. Assigned Technicians & Teams Maintain a list of available technicians and their expertise. Assign jobs based on technician availability and skill set. Monitor technician workload to prevent overbooking. 3. Job Progress & Status Updates Track repair progress using status indicators such as "Pending," "In Progress," and "Completed." Add notes, images, and supporting documents for better job tracking. Monitor job completion timelines to ensure efficient service delivery. 4. Cost & Materials Tracking Record material costs and labor expenses for each repair job. Monitor total repair expenses for better budgeting and financial planning. Generate reports to analyze repair trends and costs over time. Key Features & Benefits Customizable Work Order Fields: Adapt the template to track specific repair job details relevant to your business. Automations & Notifications: Set up alerts for new repair requests, job status changes, and due dates. Collaboration & Task Management: Assign tasks, leave comments, and track updates in real time. Multiple View Options: Switch between table, kanban, and calendar views for better visualization. Data Integration & Reporting: Connect with third-party apps and generate reports for insights on repair trends and efficiency. Who Can Use This Template? Facility & Property Managers: Manage repair and maintenance requests for buildings and rental properties. Equipment Repair Services: Track repair jobs for industrial equipment, vehicles, and electronics. IT Support Teams: Log and monitor computer and network repair requests. Home Service Professionals: Organize repair work for HVAC, plumbing, electrical, and general handyman services. Getting Started with the Template Add Repair Requests: Log repair jobs with essential details, including issue description, priority level, and requestor information. Assign Technicians: Allocate work orders to available technicians based on workload and expertise. Monitor Job Progress: Track repair status, add notes, and update progress in real-time. Manage Costs & Materials: Record repair expenses and analyze spending trends. Optimize & Improve: Use reports and analytics to improve repair turnaround times and efficiency.
Templates
Automotive work order forms
This Automotive Work Order Form helps auto repair shops manage client info, car details, job progress, and payments while keeping records of before-and-after work images.
Maintenance Work Order Form Template - Stackby Templates
Maintenance Work Order Form
This Maintenance Work Order CRM template in Stackby is designed to help teams manage maintenance requests efficiently. With dedicated tables for Work Orders and Tasks, it provides a complete workflow from request logging to task assignment and tracking. Easily monitor progress, prioritize issues, and manage resources to keep maintenance operations running smoothly. Ideal for facilities or property management teams.
Household Budget Form Template by Stackby Templates
Household Budget Form
Take control of your finances with our Housing Budget Form Template.  Easily add and monitor expenses, track spending trends, and stay on budget. Start managing your household finances more effectively today!
Job Application Form Template - Stackby Templates
Job Application Form
Easily track applicant details, manage job openings, and stay organized with customizable tables with this Job application form template.  Capture essential applicant information, monitor application status, schedule interviews, and collaborate seamlessly. Enhance your recruitment workflow with this user-friendly and adaptable job application form template.
Volunteer Sign-Up Sheet Template for tracking registrations and shift schedules. Templates
Volunteer Sign Up Sheet
Volunteering plays a crucial role in nonprofit organizations, community service initiatives, and events. Whether you're coordinating a charity drive, school event, or ongoing community program, managing volunteer sign-ups efficiently is essential. The Volunteer Sign-Up Sheet Template in Stackby simplifies this process by providing an organized, collaborative, and automated system to track volunteers, their availability, and assigned roles. Why Use a Volunteer Sign-Up Sheet? Coordinating volunteers manually using spreadsheets or paper-based lists can quickly become overwhelming. Challenges like scheduling conflicts, incomplete information, and lack of real-time updates can hinder the efficiency of your volunteer management process. With Stackby's Volunteer Sign-Up Sheet Template, you can: Keep all volunteer information in one place. Assign roles and shifts efficiently. Enable real-time collaboration and updates. Automate confirmations and reminders. Improve communication with volunteers. How This Template Works in Stackby Stackby combines the flexibility of spreadsheets with the power of databases, making it easy to organize, filter, and automate volunteer management. This template includes structured tables that help streamline the entire process. Key Tables in the Volunteer Sign-Up Sheet Template Volunteer List – Maintain detailed records of volunteers, including their contact details, availability, and skills. Event/Task Schedule – Organize tasks, shifts, and responsibilities for each event or activity. Availability Tracker – Monitor which volunteers are available on specific dates and times. Each table is fully customizable, allowing you to tailor it to your specific needs. Key Features & Benefits Centralized Volunteer Database Store all volunteer details in a structured format, making it easy to search, sort, and filter data. Assign categories based on skill sets, availability, and preferences. Seamless Scheduling and Role Assignment Assign volunteers to specific events, tasks, or shifts. Use Stackby’s calendar view to visualize schedules effortlessly. Automated Communication Set up automated reminders via email or integrations with apps like Slack. Ensure timely follow-ups and confirmations to minimize last-minute dropouts. Collaboration and Real-Time Updates Volunteers can update their availability and preferences, reducing manual coordination efforts. Track sign-ups in real-time to ensure smooth event planning. Real-World Use Cases This template is useful for various organizations, including: Nonprofits & NGOs – Manage volunteers for charity events, donation drives, and social initiatives. Schools & Universities – Organize student volunteers for school activities, fundraisers, and outreach programs. Event Planners – Assign volunteers for large-scale events, conferences, or corporate social responsibility (CSR) programs. Religious & Community Groups – Coordinate volunteers for church services, festivals, and outreach activities. Getting Started with the Template Import the Template – Add the Volunteer Sign-Up Sheet Template to your Stackby account. Customize Fields – Modify columns, add dropdowns, and set up automation based on your workflow. Add Volunteers & Tasks – Enter volunteer details, assign roles, and organize event schedules. Enable Automations – Integrate with tools like Gmail or Slack for automated confirmations and reminders. Share & Collaborate – Allow team members and volunteers to access and update the sheet in real time.
Purchase Approval Form Template for managing and tracking purchase requests. Templates
Purchase Approval Form
Now you don’t need to manage misplaced receipts, forgotten requests and rouge spending. Buckle up as Stackby’s Purchase Approval Form Template can turn your efficient management dream into reality. Managing purchases can be a crucial task and traditional methods like paper forms, unclear communication and lost documentation can turn into a financial and logistical nightmare. That’s where Stackby’s Purchase Approval Form Template swoops in, wielding the power of automation and a streamlined purchase approval process. Here’s Why you Need Stackby’s Purchase Approval Form Imagine a world where requesting and approving purchases is a smooth system just like swiping smartphones. With Stackby’s customizable Purchase Approval Form template, you exactly get that. Item Description: Eliminate the mystery box of purchases by writing a clear description of the requested item. Now you don’t need to worry more about the items. Quantity: You can ensure you get exactly what you need. Specifically updating the quantity helps avoid or delay the insufficient supplies. Estimated Cost: Keep your budget in check with the help of Purchase Approval Form. This will help in planning and ensuring the purchases stay within the approved limits for your purchase order. Vendor Information: Streamline the communication from the get go. You can capture vendor details like contact information that helps facilitate a smooth purchasing process. Remarks or Justification: Empower faster decision making by adding a column for it. A clear explanation for the same helps approvers understand the needs and make informed decisions with the help of Stackby’s purchase order approval template. Why Stackby’s Purchase Approval Form Template? Unclear requests, confused receipts and irregular spendings can be disadvantageous to your company’s financial lifeblood. Here’s how a well-defined purchase approval workflow facilitated by Stackby’s template can be a financial saver. Maintains Control Over Spending: Set clear spending limits with the help of Stackby’s template for different departments or individuals within the workflow. This ensures that all the purchases are aligned with the company needs and stay within budget constraints in your purchase order form. Boost Transparency and Accountability: The template will keep everyone informed when they are added as a collaborator. This will reduce errors and foster better management as well as responsible spending. Simplify the Approval Process: There will be no more chasing down the right person for approvals. Stackby’s workflow system automatically routes the request to the designated approvers based on the pre-defined criteria. The purchase order approval form speeds up the purchase process and helps manage an effective workflow. What are the Benefits of Using Stackby’s Purchase Approval Form? Here are certain benefits of using the template: Seamless Integrations: You can easily connect your purchase approvals to your existing account software, project management tools or any other relevant platform which you have been using in the company for management of inventory. This eliminates manual data entry and ensures synchronized financial data of the firm. Powerful Automations: Say goodbye to repetitive tasks! With this template you can set up automated workflows to streamline your process of purchases. Reminders, approvals, automatic updates all in one place without any extra manual effort. Customizable Views: Bogged down with unnecessary information? Not now! Stackby allows you to create custom views based on user roles such as Kanban or calendar. Managers see a clear overview of all the pending approvals and requesters can track the status of specific submissions. Track your Purchases Database Efficiently Now you don’t need to waste your time and money on inefficient purchase approvals. Sign up for a free trial of Stackby today and discover how Purchase Approval Form Template transforms your purchasing process and helps you track your entire purchases database. Experience the power of Stackby by signing up today!
Leave Request Form Template for tracking employee leaves and approvals. Templates
Leave Request Form
Managing leave requests can be a hassle, whether you’re an employee looking to take time off or an HR professional keeping track of everyone’s leave. That’s where Stackby’s Leave Request Form Template comes in handy. This easy-to-use template streamlines the leave request process, making it simple for employees to submit requests and for managers to approve them. Say goodbye to the paperwork and confusion, and say hello to a smooth, organized leave management system. Why Use the Leave Request Form Template? Simplify the Leave Request Process Submitting and managing leave requests can be tedious. With Stackby’s Leave Request Form Template, everything is simplified. Employees can easily fill out the form, and managers can review and approve requests in a snap. This streamlined process saves time and reduces errors, ensuring a smooth workflow. Keep Everything Organized No more lost emails or misplaced forms! All leave requests are stored in one place, making it easy to keep track of who’s off and when. This organization helps in planning workloads and ensures that all requests are documented and accessible. Enhance Communication Clear communication is crucial for a well-functioning team. Stackby’s template ensures that all necessary information is communicated effectively. Employees provide details about their leave, and managers can easily approve or deny requests, all within the same system. Customizable to Fit Your Needs Every organization is different, and so are their leave policies. Stackby’s template is fully customizable, allowing you to tailor it to your specific requirements. Add or remove fields, set up automatic notifications, and adjust the approval process to fit your company’s needs. Improve Transparency Transparency is key to building trust within a team. This template provides a clear record of all leave requests and approvals, making the process transparent for both employees and managers. Everyone knows what’s been approved, what’s pending, and the status of each request. Who Can Benefit from This Template? HR Professionals For HR professionals, managing leave requests can be a significant part of the job. This template helps streamline the process, reduce paperwork, and keep all requests organized and easily accessible. It’s a must-have tool for any HR department Managers need to keep track of their team’s availability to plan workloads effectively. This template allows managers to review and approve leave requests quickly, ensuring they always know who’s available and who’s not. Employees Submitting a vacation request form template should be straightforward and stress-free for employees. Stackby’s template makes it easy for employees to request time off, providing a clear process and quick approvals. Small Businesses Small businesses often have limited resources for managing administrative tasks. This leave of absence form template provides an efficient way to handle leave requests without the need for complex software or systems. Remote Teams For remote teams, clear communication and organized processes are even more critical. This holiday request form template ensures that all team members, no matter where they are, can submit and manage leave requests seamlessly. Managing leave requests doesn’t have to be a headache. With Stackby’s Leave Request Form Template, you can streamline the process, keep everything organized, and enhance communication within your team. Whether you’re an HR professional, a manager, or an employee, this template provides the tools you need to handle leave requests efficiently and effectively. Say goodbye to the chaos and confusion, and embrace a simpler way to manage leave. Try Stackby’s Leave Request Form Template today and see the difference it makes! 
Customer Support Form Template - Stackby Templates
Customer Support Form
Efficiently manage customer support with Stackby's Customer Support Form template.  Track customer details and support tickets in separate tables, ensuring organized and streamlined operations.
Employee Feedback Form Template for collecting workplace insights. Templates
Employee Feedback Form
Employee feedback is crucial for fostering a positive work environment, improving team dynamics, and boosting overall productivity. An effective feedback system enables organizations to address concerns, recognize achievements, and implement necessary improvements based on employee insights. The Employee Feedback Form Template in Stackby provides a structured and efficient way to collect, analyze, and manage feedback within your organization. Why Use an Employee Feedback Form Template? Traditional feedback collection methods, such as emails or paper-based forms, are inefficient and make it difficult to organize and analyze responses. With this Employee Feedback Form Template, organizations can: Standardize feedback collection across teams. Track responses in real time for timely action. Improve employee engagement by addressing concerns effectively. Streamline reporting and analysis of workplace trends. Enhance communication between employees and management. How This Template Works in Stackby Stackby’s Employee Feedback Form Template is designed to simplify the process of collecting structured feedback. This template includes dedicated tables to track responses, categorize feedback, and generate actionable insights. Key Tables in the Employee Feedback Form Template Feedback Responses Table – Stores employee responses, including ratings, comments, and suggestions. Employee Details Table – Keeps track of employees providing feedback, including name, department, and designation. Feedback Analysis Table – Helps categorize feedback into themes, such as positive, neutral, and negative responses. Actionable Insights Table – Allows managers to document responses and track actions taken based on feedback. Each table is fully customizable, allowing you to tailor the template to fit your company’s specific needs. Key Features & Benefits Efficient Feedback Collection Use Stackby’s customizable form to collect structured feedback from employees. Capture detailed responses, including satisfaction ratings, suggestions, and concerns. Automated Organization & Tracking Automatically categorize feedback based on sentiment (positive, neutral, negative). Track responses by department, team, or individual for better analysis. Real-Time Analysis & Insights Identify trends in employee satisfaction through visual reports and dashboards. Make data-driven decisions to enhance workplace culture and productivity. Actionable Feedback Management Assign feedback-based tasks to HR or management for quick resolution. Monitor changes and improvements based on recurring feedback trends. Seamless Collaboration & Integration Share reports with HR teams and managers to discuss findings. Integrate with communication tools like Slack and email for automated notifications. Use Cases for the Employee Feedback Form Template This template is beneficial for organizations of all sizes across various industries: HR Teams – Gather employee feedback to improve policies and workplace conditions. Managers & Team Leaders – Address team-specific concerns and enhance engagement. Startups & Enterprises – Maintain a healthy work culture by regularly collecting feedback. Remote & Hybrid Workplaces – Understand employee challenges and improve collaboration. How to Use the Template? Import the Template – Add the Employee Feedback Form Template to your Stackby account. Customize the Form – Modify fields to align with your organization’s feedback collection needs. Share with Employees – Distribute the form link to gather responses efficiently. Analyze Feedback Trends – Use Stackby’s analytics tools to monitor responses and detect patterns. Take Action & Improve – Implement workplace improvements based on the insights gathered.
Customer Call Back Form - Stackby Templates
Customer Callback Form
Manage your customer requests for a call-back from your website or a store with this customizable customer call back form template. Related Templates: Customer Onboarding Form 
Stackby Event RSVP Form Template for managing event registrations and RSVP Templates
Event RSVP Form
Planning an event can be a complex task—especially when it comes to managing guest responses and coordinating event details. The Event RSVP Form Template in Stackby is designed to simplify the entire process, ensuring that you can efficiently collect RSVPs, track attendee information, and manage event logistics all in one centralized platform. About Template The Event RSVP Form Template is a comprehensive solution for event organizers. Whether you’re planning a corporate seminar, a wedding reception, a community gathering, or any special event, this template provides the tools you need to streamline registration and ensure a smooth planning process. With customizable tables and integrated automation features, it not only helps you collect valuable attendee data but also makes it easy to follow up, analyze trends, and make informed decisions. Why Use the Event RSVP Form Template? Managing guest responses using disparate systems—like emails or manual spreadsheets—can be time-consuming and error-prone. This template tackles common challenges by offering a unified system that: Centralizes Attendee Data: Keep all participant information in one accessible location. Automates Registration: Use customizable forms to automatically capture RSVPs and details. Enhances Communication: Easily follow up with guests and send event updates. Tracks Response Status: Monitor who has confirmed, declined, or not yet responded. Improves Efficiency: Save time with automated workflows and real-time data updates. By reducing the administrative burden, you can focus on the creative and strategic aspects of event planning. How the Event RSVP Form Template Works in Stackby Stackby’s template leverages the power of customizable tables and views to create a dynamic event management tool. Here are the key tables included in the template: 1. Attendee Information Table This table is the heart of the template. It stores all essential details about your event participants, such as: Name, Email, and Phone Number: Basic contact details. RSVP Status: Indicates whether the guest has confirmed attendance, declined, or is pending. Special Requests or Dietary Requirements: Helps you tailor the event experience. Additional Notes: Any extra information provided by attendees. 2. Event Details Table The Event Details Table holds comprehensive information about the event itself: Event Title and Description: Provide an overview of the event. Date, Time, and Venue: Key logistical details. Agenda or Schedule: Outline the timeline and activities planned for the event. Organizer Information: Contact details of the event coordinator or team. 3. RSVP Responses Table This table focuses on tracking responses, making it easy to monitor overall attendance. It includes: Response Categories: Separate views for confirmed, declined, and pending responses. Response Date and Time: Track when each response was submitted. Follow-Up Actions: Notes on any necessary communications with attendees. 4. Follow-Up & Feedback Table (Optional) For events that require post-event analysis or follow-up: Feedback Collection: Record guest feedback to improve future events. Follow-Up Status: Track communications and thank-you notes. Action Items: Document any post-event tasks or follow-up activities. Key Features & Benefits Customization: Tailor every field and table to suit your specific event requirements. Change labels, add new fields, or adjust views to match your planning process. Real-Time Data: Enjoy live updates as responses come in. This ensures that you have the latest information at your fingertips. Automated Workflows: Set up reminders and notifications for pending RSVPs or upcoming deadlines, reducing the need for manual follow-up. Integrated Communication: Easily export attendee data to your email marketing tools or CRM system for efficient outreach. Collaboration: Share the template with your team to collaborate in real time, ensuring everyone is on the same page throughout the planning process. User-Friendly Interface: With Stackby’s intuitive design, even those with limited technical expertise can manage the template with ease. Use Cases The versatility of the Event RSVP Form Template makes it an excellent fit for various scenarios: Corporate Events: Organize seminars, conferences, or training sessions with precise attendee tracking. Social Gatherings: Manage guest lists for weddings, parties, or family reunions. Community Events: Coordinate public meetings, charity events, or local festivals. Educational Workshops: Streamline sign-ups for webinars, classes, or academic events. Nonprofit Fundraisers: Efficiently track donor participation and volunteer registrations. Getting Started To begin using the Event RSVP Form Template: Copy the Template: Import it into your Stackby account. Customize Tables: Adjust the fields in the Attendee Information, Event Details, and RSVP Responses tables according to your event needs. Deploy Registration Forms: Use the integrated form to start collecting RSVPs. Monitor Responses: Leverage real-time views and automated notifications to keep track of attendance. Collaborate & Follow-Up: Share access with your team and use the Follow-Up & Feedback Table for post-event review.
Registration Form Template - Stackby Templates
Registration Form
Collect and manage all your event registrations in this easy to configure registration form template. Related Template: Customer Onboarding Form 
Survey Form Template for collecting and managing survey responses in Stackby. Templates
Survey Form
Surveys are one of the most effective ways to gather insights, measure customer satisfaction, and collect feedback from various audiences. Whether you’re conducting market research, employee feedback, or customer experience surveys, having an organized system to collect and analyze responses is crucial. The Survey Form Template in Stackby simplifies this process, allowing you to create, distribute, and manage surveys efficiently in one place. With this template, you can structure questions, collect responses, and analyze data in real-time. Unlike static survey tools, Stackby’s no-code, spreadsheet-database hybrid platform enables full customization, automation, and integration with third-party applications, making data management seamless. Why Use This Template? Survey data is only as useful as its organization. Managing responses manually can be overwhelming, especially when dealing with large datasets. This Survey Form Template eliminates these challenges by offering: Centralized survey data collection – Store all responses in one place. Customizable form structure – Modify questions to fit your needs. Real-time tracking and analysis – Gain insights instantly. Collaboration & automation – Share with your team and automate workflows. Whether you are a business owner, HR manager, researcher, or educator, this template is built to streamline survey collection and analysis. How This Template Works in Stackby The Survey Form Template is designed with structured tables and views to help you manage your surveys effectively. Here’s how it works: 1. Survey Questions Table :- Store and organize your survey questions. Add multiple-choice, open-ended, and rating-scale questions. Categorize questions based on survey type. 2. Responses Table :- Collect and store survey responses in real time. Track respondent details, answers, and timestamps. Use filters to analyze responses based on specific questions. 3. Data Analysis & Insights Table :- Visualize key findings using charts and graphs. Monitor trends, patterns, and response distributions. Export data for further analysis or reporting. Key Features & Benefits Customizable Survey Structure:- Modify existing templates or create surveys from scratch add different question types, including text, dropdowns, and checkboxes. Automated Data Collection & Organization:- Use Stackby Forms to collect responses automatically. Link survey responses directly to the response table. Real-Time Collaboration & Sharing:- Share surveys with your team or external participants. Set permissions for data access and editing. Seamless Integration with Other Tools:- Connect with Google Sheets, Slack, Zapier, or APIs for automation. Export data to Excel or Google Drive for external analysis. Actionable Insights & Reports :- Generate reports based on collected survey data. Use visual charts and tables to track response trends. Real-World Use Cases Customer Feedback Surveys – Track customer satisfaction and improve services. Employee Engagement Surveys – Understand employee morale and workplace improvements. Market Research Surveys – Gather data for product development and business strategies. Event Feedback Forms – Collect opinions from attendees to enhance future events. Educational Surveys – Assess student or faculty feedback for academic improvements. Getting Started with the TemplateAccess the Template – Open the Survey Form Template in Stackby. Customize Survey Questions – Modify the question list to match your survey goals. Distribute & Collect Responses – Use Stackby Forms to gather responses. Analyze & Visualize Data – Use filters, charts, and reports to extract key insights. Export & Automate – Export reports or integrate with other tools for further analysis.
Employee Onboarding Form for HR and new hire management. Templates
Employee Onboarding Form for Seamless Hiring & HR Management
Track and manage your entire new employee onboarding process in a single place with this employee onboarding form template. What is an Employee Onboarding Forms Form ? An Employee Onboarding Form is a structured document used during the onboarding process to collect essential information from new hires. It ensures a smooth transition into the organisation by gathering details related to personal information, employment history, and necessary documentation. Formal vs Informal Onboarding Forms Formal Onboarding Forms are standardised documents used across all new hires, ensuring consistency in information collection. Informal Onboarding Forms may include additional, more personalised questions to cater to specific roles or individual needs. Onboarding Best Practices Beginning before the starting day : Send welcome materials, including an agenda, company policies, and required forms, before the employee's start date. HR Process : Efficiently handle paperwork and administrative processes to avoid delays in the onboarding process. Get to know the office : Facilitate introductions to team members and provide a tour of the office space. Tools and equipment : Ensure that the new employee has access to necessary tools, equipment, and technology. Build the contacts : Encourage networking by introducing the new hire to key individuals and teams. Evaluation : Regularly assess the onboarding process to identify areas for improvement and ensure its effectiveness. How to Build Employee Onboarding forms with Stackby Start with Stackby's Employee Onboarding Form template linked above. Customise fields based on the information specific to your organisation's onboarding requirements. Utilise conditional formatting and automation features for a more streamlined onboarding process. Collaborate with team members in real-time to ensure all necessary details are captured. Creating a comprehensive Employee Onboarding Form with Stackby facilitates a structured and efficient onboarding process, contributing to a positive experience for new hires and setting the stage for their success within the organisation. Checkout more related Template : Agency Talent Management Template Employee Feedback tracker Template Employee Directory Template Employee Performance Management Employee Feedback Form Customer Onboarding Form 
Customer Onboarding Form Template for efficient client registration. Templates
Customer Onboarding Form
Efficient customer onboarding is key to building long-term client relationships. A structured onboarding process ensures that new customers receive a smooth and hassle-free experience when engaging with your product or service. The Customer Onboarding Form Template in Stackby helps businesses collect essential details, track onboarding progress, and enhance customer satisfaction. Why Use a Customer Onboarding Form Template? Managing customer onboarding manually through emails or scattered spreadsheets can be inefficient and lead to delays. A well-organized onboarding form streamlines the process, allowing businesses to: Collect structured information from new customers. Track onboarding progress in a single dashboard. Assign tasks and follow up on outstanding requirements. Improve customer satisfaction with a smooth experience. Automate form submissions and notifications. How This Template Works in Stackby Stackby combines the simplicity of a form with the power of a database, allowing you to collect, store, and manage customer onboarding data efficiently. This template is designed to make the process seamless, ensuring a structured and professional approach to client onboarding. Key Tables in the Customer Onboarding Form Template Customer Information Table – Store essential client details, including name, contact information, and company details. Onboarding Steps Table – Track the onboarding progress for each client, from initial signup to account activation. Assigned Tasks Table – Assign specific tasks to team members to ensure a smooth onboarding experience. Status Tracking Table – Monitor the onboarding stage of each client and update progress in real time. Each table is fully customizable to fit your business needs. Key Features & Benefits Collect & Organize Customer Data Efficiently Use structured fields to gather names, emails, company details, and specific onboarding requirements. Customize form fields to suit your industry and business needs. Track Onboarding Progress Monitor each client’s status, from initial registration to full integration. Keep track of pending documents, approvals, or other requirements. Assign Tasks & Responsibilities Distribute onboarding responsibilities across team members. Automate task assignments and reminders to ensure timely follow-ups. Automate Notifications & Follow-ups Set up automated reminders for incomplete forms or missing information. Send automated emails to customers upon successful onboarding completion. Enhance Customer Experience Provide a seamless and structured onboarding journey. Ensure customers receive the right information and assistance at each stage. Who Can Use This Template? This template is ideal for: SaaS Companies – Onboard new users and track account activation progress. Agencies & Consultancies – Gather essential client information before starting a project. Service Providers – Ensure smooth customer onboarding for subscriptions or memberships. Financial & Legal Firms – Collect KYC (Know Your Customer) details in a structured format. How to Get Started with the Template? Import the Customer Onboarding Form Template – Add it to your Stackby workspace. Customize the Form Fields – Tailor fields to match your business needs. Share the Form with Customers – Send links to clients for easy data collection. Track & Manage Onboarding Progress – Update status, assign tasks, and ensure timely follow-ups. Automate Notifications & Reports – Set up automated reminders and generate reports.
Order Enquiry Form Template - Stackby Templates
Order Enquiry Form
Track all your products and collect your orders automatically in your tables with this customizable order enquiry form template. Embed this form in your website and collect all details automatically in your order database.   Related Templates: Product Catalog Visitor Management System Asset TrackerCustomer Onboarding Form 
Product Order Form Template | Stackby Templates
Product Order Form
Manage products, generate enquiries and orders directly from this configurable Product Order Form template.  Steps to use this Product Order Form template: Step 1: Add your product details in the Product table (Details, Price, Images etc.) and create a gallery view for the product (to share with your clients)   Step 2: Create an inquiry form using Stackby forms in the Inquiries table.  Step 3: Create two buttons - Inquire Now (linked to the inquiry form) and Buy now (linked button using your payment gateway provider hosted invoice link for that item) in the Products table.  Step 4: Bring orders automatically from your payment provider via Zapier (or Make.com or similar) in the orders table, which are linked to your products.  .. and that's it!  Keep adding your products, and build an automated inquiry and order management system along with it with this Product Order Form Template. Sign up and try it for free. Check Out Other related Teplates : Product Operations 
Stackby Donation List Template for tracking donations, donors, and contributions. Templates
Donation List
While donating to those less fortunate is one of the kindest gestures globally, managing, recording, and tracking the donations can be quite a hassle. That’s where Stackby’s Donation List Template can make things easier. Maintaining meticulous records of items donated every month requires hard work. In addition to this, you must record details and information about the donor for future reference. Are you tired of maintaining multiple databases for recording all the information related to donations? Looking for a template that will help you consolidate all the data and streamline the donation process? Stackby has developed an easy-to-use Donation List Template for recording all the donation-related data. This user-friendly template will allow you to store all your donations data in one place . You can also store donor information on the same platform. You will no longer have to refer to different spreadsheets to get access to donor information. Here’s how you can use our Donations List Template to simplify your work. This template will allow you to: Store detailed records of all your donors on a single interface. Record the names of the donors who have contributed in one way or the other. Store the contact information of the donors to facilitate seamless communication and avoid any misunderstanding. You can record the phone number and email address of the donor in this template. Add the current address of the donor. You can also record the current city and state of residence of the donor separately, along with this. Store the zip code of the donor along with the address. You can maintain the above information for as many donors as you want! Apart from the donor information, you can also track the details of the donations made by each of them. Record the type of donation corresponding to each donor. This can be kitchenware, clothing, books, toys, etc. Store detailed information about each donation made. For example, you can list the type of kitchenware donated, that is, pans and glasses. Similarly, jackets and t-shirts under clothing and magazines under books. Filter and sort the information according to your requirements. Record and update the information as and when needed. Stackby's Donation List Template also offers an in-built Donation Form to its users. This donation form can be used by all the donors and help standardize the process of donation. The form asks for all the relevant information.Related Template: Project Management Donation Tracker
Job Requisition Form Template By Stackby Templates
Job Requisition Form
The HR department of a company is responsible for finding, screening, and hiring the best candidates for every other department. What does a department do if it wants to recruit new employees? How does it communicate its hiring needs to the HR department? The answer to the question is – Job Requisition Form! What is a job requisition? Job requisition is the first step in the recruitment process. It is an internal document that acts as a formal request for a new position. Departmental managers use it to request the hiring of a new employee. Departmental managers fill out a requisition when they want to create a new position or fill an existing department position. It streamlines the recruitment process and helps a company in prioritizing its hiring needs. A job requisition will include a wide range of information starting from the department you’re hiring for, the manager’s details, the reason for recruitment, nature of the job, the expected salary range, the potential date of joining, and the list of qualifications required and so on. Job requisition is essential for a company as it formalizes the hiring process and lays down the department’s needs to the hiring manager. It enhances the transparency of the company’s HR department and even allows them to measure their recruiting KPIs easily! However, if your company’s different departments follow their job requisition format, the entire process becomes quite cumbersome. To solve this issue and help you manage multiple job requisitions, Stackby is here with its custom-made Job Requisition Form Template! This template provides you with a standard format for an employee requisition form that can be used by all your departments for their hiring needs. Apart from this, you can also keep track of all the current job requisitions in one place easily! How will Stackby’s Job Requisition Form Template help you and your team members?  Using this employee requisition form template, you will be able to: Track the multiple job requisitions on a single interface. Record the date on which the requirement was posted. Store the title of the position you want to fill. You can also record the corresponding department that has made the job requisition. Track the type of opening and check if it’s an urgent hire. This will help your HR department prioritize its time and resources towards critical positions. Store the reasons for recruitment and the responsibilities that will form a part of this position. Record the details of the supervising officer for each job. Add the educational and other qualifications required for a job. Check the current status of each job requisition to see if it has been approved or not. Monitor, track, and update the details as and when required. Job requisition is highly essential for a company, and we have created the perfect tool to help you with it. Start using the Job Requisition Form template today to streamline your critical HR process. Checkout other related Templates :Agency Template Management Daily Attendance Sheet 
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