Financial Agreement Template
Use this Financial Agreement Template to create a lawfully crucial warranty that sketches the terms and conditions of an economic agreement between two or more parties.
Financial Services Proposal Templates
In this day and age, your financial services are more technical, while your financial service clients are more savvy. This is why it makes sense for you to use a customizable financial proposal template that is completely legal.
Mortgage Note Template
Download this Mortgage Note Template to give the lender assurance that the borrower and other parties responsible for the debt will pay the remaining balance on the mortgage.
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Joint Venture Agreement Template
Use this joint venture agreement template to establish the contractual terms for a business operation.
Deposit Receipt Template
Whether you’re a landlord or selling a product or service, this free deposit receipt template gives your customers reassurance and proof of deposit.
Forbearance Agreement Template
This loan forbearance agreement template extends a past due loan payment by a specified number of days, granting the borrower the opportunity to bring the loan current before the lender takes legal action.
Money Transfer Agreement Template
A financial institution can use this money transfer agreement as a service contract with clients who wish to initiate electronic wire transfers.
Stock Purchase Agreement Template
This stock agreement template helps you break down the value of shares and timeline for the sale, assuring both sides of the transaction are covered.
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Budget Proposal Template
This free budget proposal template is perfect for both a small business or a nonprofit to outline funds used for investors and donors.
Financial Funding Proposal Template
Use this free financial funding proposal template to present your organization as responsible and worthy of funding.
Settlement Agreement Template
This settlement agreement template, also sometimes known as a Compromise Agreement, can be used to settle any sort of dispute, including those involving employment.
Collateral Agreement Template
Secure collateral for a debt using this streamlined collateral agreement template.
Debt Settlement Agreement Template
This Debt Settlement Agreement Template enables you to easily outline the terms of how much is owed and how it will be repaid.
Stock Transfer Form Template
This free Stock Transfer Form Template allows for the transfer of stocks or shares in a public or private company between individual entities.
General Power of Attorney Template
This free power of attorney template is a legal sample of how to transfer property rights and legal decision making for another person.
Share Transfer Agreement Template
This free share transfer agreement template is a sample of the legal standard to make sure a transfer of stocks and shares goes nicely.
Indemnity Agreement Template
Protect yourself or your client by using this indemnity agreement template to establish financial responsibility.
Subscription Agreement Template
Any early stage startup could use this subscription agreement template as a free sample to outline the agreement in which investors offer payment for equity and shares in your budding business.
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Payment Agreement Template
Use this payment agreement template to create legally binding contracts with your clients. It’s suitable for most organizations, including financial institutions that provide loans and individuals and corporations offering payment plans. You can specify the loan amount and repayment terms, rules pertaining to your jurisdiction, and any additional obligations.
Investment Proposal Template
This free investment proposal template is designed for organizations and individuals that are seeking funding from investors. Use it to provide a detailed, concise, and persuasive overview of the current state of your business and to highlight exciting opportunities for growth. It includes customizable sections for describing your products and services, market openings, information about competitors, and funding requirements.
Investor Proposal Template
Impress prospective investors with this investor proposal template. Tell investors about your company or startup, marketing plan, financial forecasts, and specify how much money you are asking for. Use it to create a comprehensive, persuasive, and detailed document that gives you the best possible chance of gaining the funding your business needs.
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Bank Loan Proposal Template
How well you present yourself could be the difference between landing that crucial loan or watching your business dreams fade away.
Financial Consulting Agreement Template
Due to the nature of financial consulting services, it’s important to have a detailed agreement in place between you and your clients. This financial consulting agreement template includes language specific to financial services, and works well for freelancers and financial consulting agencies.
Promissory Note Template
Use this free promissory note template to create straightforward promissory notes (also called notes payable) for your clients. Quickly fill out pre-written sections, which cover payment amounts, dates, laws relating to your jurisdiction, and more, to create a thorough and legally binding document.
Franchise Agreement Template
Use this free franchise agreement template to create binding contracts with your franchisees. The template contains extensive and customizable pre-written sections about involved parties, agreement terms, advertising, rights, franchise sale conditions, confidentiality, and franchise renewal.
Guaranty Agreement Template
Use this free guaranty agreement template to create a legally binding contract between a lender and a guarantor. It is suitable for use by both individuals and financial institutions. It contains fully customizable sections covering the principle, interest, and fees, terms, and additional conditions.
Financial Proposal Templates and More
Finance is the bedrock of any business activity. Today, many entrepreneurs are financially-savvy enough to know what services in this domain they need, and they don’t relish the idea of spending much time writing reams of documents the industry relies on. However, paperwork in the sphere of financial services is mission-critical since it helps to guarantee the safety of all pipeline operations and stakeholders. How can you minimize red tape and automate the handling of economic offers, financial proposals, and other forms? In the digitally-driven age, the answer seems evident.
Benefits of Using Ready-Made Financial Templates
Naturally, you can move along the time-honored path and take pains to prepare every new proposal for finance project, economic proposal example, or contract sample individually. It is prudent and reliable, but in this case, you can hardly hope to display great speed and flexibility in providing financial services to your time-squeezed clientele. Moreover, by choosing this old-fashioned approach, you burden your employees with mechanical and effort-consuming toil, which in the epoch of Industry 4.0 can be entrusted to computers and Artificial Intelligence.
Thus, it is wiser to opt for leveraging prefabricated agreement forms and financial offer templates – a solution that ushers in numerous boons.
- Saving time. Financial offers and agreements are pretty standard in their content and structure, so it makes no sense to reinvent the wheel each time and waste your valuable time for it. Instead, your staff can direct their talents to more complicated and creative tasks, whereas document writing and processing are essentially automated.
- Seamless collaboration. All stakeholders can be easily kept on the same page, and new team members promptly onboarded and shown the ropes when you employ boilerplate financial proposal samples and distribute them across the personnel and departments involved.
- Swift price setting. Financial bid samples are second-to-none tools for robust representation of services and quote building.
- Comprehensive record keeping. All the frequently used items can be stored in your product catalog and then retrieved in a split second to be added to the proposals or agreements you prepare for sending or signing.
- Remote signing. The function of e-signature integrated into the forms enables you to have them signed from the customer’s gadget at their convenience, wherever they are.
- Document tracking. You can monitor the character and initiators of changes, views, and other events that happen with the financial proposal letter sample after it has been sent.
- Impressing your audience. You can add smart content (photos, videos, gifs, etc.) to every form, thus creating attractive e-format documents that will allow you to wow your customers and stand out among the competitors in the niche.
- Increased efficiency and productivity. All the previously mentioned assets translate into faster service, greater customer satisfaction and loyalty, a larger client base, and higher revenues – in a word, various summands of business success that testify to the first-rate productivity and efficiency of your organization and, thus, a solid competitive edge over rivals.
In view of these weighty perks, making use of financial document templates is the best course to take for financial planners, advisors, consultants, and other actors in the realm who provide their services for both business owners and individuals.
Financial Document Samples Available at PandaDoc
We are proud to meet our customers halfway in their financial service routine and offer the following categories of templates that are widely used in the industry.
- Financial proposals. Whatever type of funding you may need from investors, we can streamline the process of bidding with a free sample of financial proposals, such as Budget Proposal Template, Financial Funding Proposal Template, Investment/Investor Proposal Template, and Bank Loan Proposal Template.
- Cooperation agreements. Once your proposal is accepted, you will need a contract with your prospective partner. To streamline the formalization of your business relationships, we offer such contract templates as Franchise Agreement Template, Joint Venture Agreement Template, Collateral Agreement Template, Subscription Agreement Template, and Guarantee Agreement Template.
- Financial advisor agreement templates. If you provide advisory services, you will find our Financial Consulting Agreement Template and General Power of Attorney Template highly instrumental.
- Settlement agreements. Settlement Agreement Template and Debt Settlement Agreement Template will help you avoid conflicts that may arise during or as a result of the execution of financial services.
- Financial operation agreements. The flow of finances is made safe through the filling out and signing of such forms as Payment Agreement Template, Financial Agreement Template, Deposit Receipt Template, Money Transfer Agreement Template, Indemnity Agreement Template, and Forbearance Agreement Template.
- Share operation agreements. Various transactions with shares and stocks are covered via Stock Transfer Form Template, Share Transfer Agreement Template, and Stock Purchase Agreement Template.
Streamline Handling Your Financial Services Documentation
Ours is the time of across-the-board digitalization. Computers are leveraged in all industries to simplify routine operations and automate the execution of redundant or repetitive jobs. The financial sector abounds in such tasks, so it would be a felony not to employ digital instruments to simplify and facilitate financial document handling.
The professionally designed and customizable templates by PandaDoc will enable financial agents to produce a comprehensive document in a couple of clicks, send it to the customer, and get it signed in no time, thus accelerating the organization’s workflow, dramatically streamlining pipeline routine, and essentially stepping up customer satisfaction.
Take your financial services to a new level with PandaDoc’s workmanlike templates!
Financial Services Proposal FAQ
What’s a financial proposal?
If an organization needs a major infusion of capital, it must prove to companies and individuals that they will benefit by investing in your business. In this case, a financial proposal is produced that contains a detailed overview of the current state of the enterprise and pinpoints exciting growth opportunities that are supposed to persuade a third party to provide funding.
What should a financial proposal include?
The must-have elements of a financial proposal are a brief history of the company, a description of its ownership and management, detailed information about its products or services, target-market demographics, concise industry and market analysis, land, building, and equipment the company owns and uses, its workforce, and – above all – the roadmap of achieving your business plan. The latter item covers the amount of money you need, the way you will use it, and the expected returns on investment.
Can I create a financial offer letter using PandaDoc?
Not that you can, but you should. This is a free and no-sweet way to write a proposal in a few clicks, sign it, and send it to potential investors. And we have not only proposals on our site. PandaDoc offers about two dozen customizable, downloadable, and printable financial form samples, the most popular of which are Payment Agreement Template, Joint Venture Agreement Template, and Settlement Agreement Template.
