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customer profile template Intake form example
CRM and Sales

Customer profile template to reach your target audience

Successful small business owners and marketing managers share a common understanding — you can’t reach...

9 min read

Best rental property spreadsheet template for download
Construction

Best rental property spreadsheet template for download

Real estate is one of the best long-term investments you can make. But there’s a not-so-glamorous side of...

9 min read

Intake form template graphic
Task management

Customizable client intake form template

Clients are the lifeblood of any service-based business. But every new client brings a challenge — how do...

9 min read

Learn about how organizational chart templates help leaders visualize management structures in their company
Task management

Free organizational chart template for HR

Organizational charts are visual aids that help leaders to see, at a glance, the overall management structure...

8 min read

All-in-one budget proposal template
Project management

All-in-one budget proposal template

Let’s face it — new business projects can require a lot of buy-in and resources. Persuading relevant...

9 min read

Sick of starting from scratch every time you create a quote? Speed things up with this price quote template from the team at monday.com.
CRM and Sales

Price quote template for speedy sales processes

Price quotes are an integral part of doing business in many industries. They help communicate pricing...

8 min read

Printable work order templates to manage your work orders
Task management

Printable work order templates to manage your work...

When it comes to executing technical tasks, detailed work orders are a must-have. Whether it’s for repair...

8 min read

Customizable profit and loss template for SMBs
Task management

Customizable profit and loss template for SMBs

Not quite sure what a profit and loss template is or what it does? You’re not alone. A profit and...

9 min read

monday workdoc comments, your logo on forms, and an automation improvement – all live now!
Product updates

monday workdoc comments, your logo on forms, and an...

Keeping everyone at work on the same page can be a full-time job. That’s why we’re making it...

3 min read

example of an Excel timeline template on monday.com
Task management

How to create an Excel timeline with a template

A missed project deadline can be detrimental to a client relationship. Unfortunately, this happens too often....

8 min read

Free construction bid templates to help you win proposals
Construction

Free construction bid templates to help you win...

Submitting an effective construction bid is crucial for any contractor who wants to stand out against the...

9 min read

Excel summary template example
Project management

Free Excel summary templates for busy professionals

Microsoft Excel is a powerful tool for creating summaries of all varieties. Unfortunately, it can be pretty...

8 min read

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