Document packs
Things that always happen together. Fill one form and get the whole set.
Some jobs are never one document. Taking someone on means an offer, an appointment letter, a joining checklist and a payroll setup, and every one of them repeats the same name, address and start date. A pack asks for those details once and produces the whole set together, which removes the commonest source of error in this kind of paperwork — the same fact typed slightly differently on the third document, noticed six months later by someone checking a file.
Each document in a pack is also available on its own and free to fill in and print, exactly as it is everywhere else on the site. The pack is a shortcut for the times you need all of them, not a different or better version of them.
The packs
New Joiner Pack
Everything you send someone between offer and first day.
- Offer Letter
- Appointment Letter
- Non-Disclosure Agreement
- Employee Onboarding Checklist
Leaver Pack
Accept the resignation, release them, and prove they worked for you.
- Resignation Acceptance Letter
- Relieving Letter
- Experience Certificate
- No Dues Certificate
New Customer Pack
Quote, terms, first invoice and the statement that follows.
- Quotation
- Sale of Goods Agreement
- Invoice
- Statement of Account
New Supplier Pack
Onboard a supplier and place the first order properly.
- Vendor Registration
- Non-Disclosure Agreement
- Purchase Order
- Supplier Compliance Declaration
Month-End Close Pack
The four documents most small businesses redo every month.
- Bank Reconciliation
- Trial Balance
- Profit & Loss Statement
- Aged Receivables
New Business Pack
The paperwork a business needs in its first month.
- One-Page Business Plan
- Company Policy
- Privacy Policy
- Independent Contractor Agreement
Tender Pack
What goes in the envelope with a bid.
- Tender Covering Letter
- Business Proposal
- Non-Disclosure Agreement
- Certificate of Conformity