CATEGORIES • Legal Documents • Credit and Collection • Business Planning and

Management • Employment & Human

Resource • Finance & Accounting • Operations and Logistics • Sales and Marketing • Internet and Technology

Prepared after comparison with over 10,000 business and legal documents and further selection of

only relevant documents.

Vetted by our team of Attorneys.

YOUR LEGAL BOX THE ONLY COMPLETE LIBRARY

OF BUSINESS AND LEGAL

DOCUMENT TEMPLATES

A DOCUMENT FOR EVERY BUSINESS. Your Legal Box is a vast library of everyday business and legal templates that covers all situations where you would need legal documents. Your Legal Box contains more than 1000 documents in eight different categories.

- Business Planning and Management

o Board of Directors & Shareholders § Certificates and Notices

• Certificate of Corporate Resolution • Certificate of Corporate Vote • Holiday Letter to Stakeholders • Notice of Meeting of Directors

§ Minutes • Minutes of a Formal Meeting • Minutes of First Meeting of

Directors • Minutes of Special / Regular

Meeting of Directors • Minutes of Special Meeting of

Directors • Minutes of Meeting of Directors • Minutes of Meeting of

Incorporators • Minutes of Meeting of

Shareholders § Proxy

• Irrevocable Proxy • Revocable Proxy • Revocation of Proxy

§ Resolution and Resignations • Board Resolution • Resignation of Directorship • Resignation of Officer • Shareholders Resolution

§ Shareholders • Articles of Incorporation • Byelaws • Certificate of Incorporation • Pre-Incorporation Agreement • Pre-Incorporation Designation of

Directors • Shareholders Agreement • Stock Certificate and Common

Stock • Stock Ledger and Capitalization

Summary o Business Plans

§ Business Plan § Executive Summary

o General Administration § Memo § Phone Memo § Purchase Order Letter § Purchase Order § Office Supplies Request § Purchase Order

o Starting a Business § Basic Franchise Agreement Terms § Startup Checklist § Ways to Communicate Checklist § Evaluation of Budget § Franchise Feasibility Test § Business Selection Worksheet § Franchise Comparison Worksheet § Self Assessment Worksheet § Start-up Costs Worksheet

LIST OF DOCUMENTS

§ Strength and Weaknesses Worksheet o Strategic Management

§ Administrative and Technology Services Outsourcing

§ Affinity Diagram § Assessing the Primary Activities in the

Value Chain § Assessing the Support Activities in the

Value Chain § Characteristics of Competitive Strategies § Brainstorming Checklist § Possible Information Systems Strategies

Checklist § Management Audit § One Minute Goal Setting § Organization Wide Goals § Possible Financial and Accounting

Strategies § Possible Human Resources Management

Strategies § Possible Marketing Strategies § Possible Production and Operations

Management Strategies § Possible Research and Development

Strategies § Evaluating Management Performance

Worksheet § Industry and Competitive Forces Analysis

Worksheet § Strength and Weaknesses Analysis

Worksheet - Credit and Collection

o Collection § Withdrawal of Credit on Past Due

Account § Restrictions on Credit § Request for Request of Duplicate

Payment § Request for Credit Information § Reply to Request About Credit Rejection § Refund of Duplicate Payment § Refund for Returned Merchandise § Opening of New Credit Account § Notice to Stop Credit Charge § Notice to Correct Credit § Notice of Credit Limit § Notice of Credit Limit Increase § Notice of COD Terms § Inquiry on New Customer Credit § Individual Charge Account Denial § Denial of Credit § Customer Charge Card Approval § Credit Reference Response § Credit Memo § Credit Information Request § Credit Information Cover Letter § Credit Extension to Past Due Preferred

Customer § Consumer Credit Application § Company Credit Account Denial § Company Credit Account Denial for

Unfavorable Report § Company Credit Account Approbation

§ Christmas Credit Extension Announcement

§ Charge Account Terms and Conditions § Charge Account Terms and Conditions § Charge Account Limit Raise Notice § Business Credit Application § Authority to Release Credit Information § Approbation of New Credit Account § Approbation of Financing Application § Apology to Customer for Accounting Error § Apology for Non Crediting Payment § Apology for Accounting Errors and Past

Due Notice o Collection

§ Transmittal of Account to Collection Agency

§ Transmittal for Collection § Settlement of Disputed Amount with the

Seller § Settlement of Disputed Amount with the

Buyer § Reward for Prompt Payments § Return of Purchase Order and Demand

for Advance Payment § Return of Late Payment and Denial of

Discount § Request to Contact Credit Manager on

Past Due Account § Request of Extension of Time to Repay

Debt § Request for Status Report

§ Request for Replacement of Cheque on Pending Order

§ Request for Payment / Credit Line § Request for Payment of Unearned

Discounts § Request for Instructions on Deferred

Collections § Request for Information § Offer of Discount for Speedy Payments § Notice to Small Businessman in Advance

of Collections § Notice of Payment 60 Days Past Due § Notice of Overdue Payment § Notice of Intention to Sell Goods after

Breach § Notice of Dishonoured Cheque § Notice of cheque issues § Notice for collection on Delinquent

Account § Letter Agreement on Repayment

Schedule § Installment Payment Agreement § Installment Payment Acknowledgement § Grant of Request for Extension of Time § Disputed Balance Notice § Disputed Account Settlement § Discount on Prepayment Options § Denial to Extend Time on Payment of

Invoice § Denial of Request for Quarterly Billing § Denial of Request for Additional Discount § Demand to Pay Promissory Note

§ Demand to Endorsers for Immediate Payment

§ Demand Future Payments by Certified Cheque

§ Demand for Payment on Guarantees § Deliveries held until past due balance

paid § Debit Memo § Conversion of Account to COD § Collection Report § Collection Letter – Referral to Agency § Collection Letter – Initial § Collection Letter – Following Promissory

Note § Collection Letter – Follow up § Collection Letter – Final § Collection Letter – Clerical Errors § Collection Letter – Collection Agency § Collection Letter – Resubmission of

Statement § Collection Letter – Eliminate Disputes § Collection Letter – Requesting Contact

and Proposal § Collection Letter – Offering Additional

Discount § Collection Letter – Sending to Agency § Collection Instructions to Lawyers § Collection History for Delinquent Account § Collection Follow up on Release of

Pending Order § Action to Improve Collection of Accounts § Cancellation of Credit Line

§ Assignment of Accounts Receivable with Recourse

§ Assignment of Accounts Receivable Non-Recourse

§ Agreement to Extend Debt Payment § Agreement to Compromise Disputed

Account § Accounts Receivable Monthly Customer

Statement § Accounts Receivable Aging

- Employment and Human Resource o Compensation and Benefits

§ Worker’s Compensation Claims – Checklist

§ Compensable Work Chart § Profit Sharing Plan § Simplified Employment Pension Plan § Stock Option Agreement § Stock Option Agreement § Stock Option and inception Stock Option

Plan o Contractors and Consultants

§ Acknowledgment of Independent Contractors

§ Agreement between Owner and Contractor

§ Agreement for Professional Services § Agreement for Work Change § Agreement with Accountant § Background Check Permission § Checklist for Outsourcing Agreement

§ Checklist Temporary Help for Agency Screening

§ Confidentiality Agreement for Consultants, Contractors

§ Confidentiality and Invention Agreement § Consultant Non-Disclosure Agreement § Consulting Agreement (Detailed and

Short) § Employment Agency Agreement § Extended Date for Performance § Independent Contractor Agreement § Request for Contractor References § Subcontract Agreement

o Employee Records § Absence Form § Direct Deposit Enrollment Form § Employee Emergency Notification Form § Employee Reference Release Agreement § Payroll Deduction Authorization § Post Employment Information Release

Agreement § Tuition Approval for Refund Request

o Employee Reference Letters § Declining a Recommendation Letter § Employer’s Verification on Loan Applicant § Approval of Reference Letter § Recommendation Letter § Offer of Letter of Recommendation § Personal Recommendation and

Reference § Personal Recommendation of Employee § Recommendation

§ Refusal of Request for Letter of Recommendation

§ Request for Character Reference § Request for Employment Reference § Request for Reference § Response to inquiry concerning former

employee § Verification of Employment and Letter of

Recommendation o Firing and Termination

§ Acceptance of Resignation § Acknowledgement of Obligations § Announcement of a Retirement § Pre-Layoff checklist § Pre-Termination checklist § Firing of an employee checklist § Employee Dismissal Letter § Employee Proprietary Rights § Exit Interview Form § Final Warning Before Dismissal § Letter of Resignation § Mutual Termination of Contract § Notice of Layoff § Notice of Revocation of Authority § Notice of Termination for providing false

Information § Notice of Termination for violation of work

rules § Notice of Termination § Resignations § Resignation letter for going back to

school

§ Resignation Letter for moving to another company

§ Resignation -2 § Separation and Release Agreement § Severance Agreement § Termination Certification § Termination of Employment – Worksheet

o Hiring Employees § Contracts and Agreements

• Acknowledgement of Obligations • Assignment of Pre-Employment

Works • Authorization, Waiver and Release

of Employee Credit Report • Background Check Permission • Employment Agreement Issues

from Employee Checklist • Employment Agreement Checklist • Commission Sales Agreement • Confidentiality and Invention

Agreement • Employment Agreement – Cover

Letter • Disclosure Notice • Drug Testing Consent Agreement • Employee Authorship Certificate • Employee Non-Compete

Agreement • Employee Non-Disclosure

Agreement

• Employee Proprietary Rights Acknowledgement

• Employment Agreement for Technical Employee

• Employment Agreement at Will Employee

• Executive Employment Agreement • General Employment Agreement • Employee Employment Agreement • Information Release Authorization • Non Disclosure - Letter to New

Employer of Former Employee • Physical Exam Consent • Proprietary Information and

Inventions Agreement • Restrictive Covenants for

Emploment Agreements • Sales Representative Agreement

§ Forms and Checklists • Applicant Appraisal Form • Applicant Appraisal Form • Applicant Selection Criteria Record • Hiring Strategies – Checklist • Employment Hiring – Checklist • Home Based Employee –

Checklist • New Employee Orientation –

Checklist • Pre-Employment – Checklist • Routine Managerial Duties –

Checklist

• Driving Record Check Letter • Education Reference Check Letter • Employment Application Form • Employment Contract Worksheet • Job Analysis • Job Description Form • Job Description Form – CEO • Position Request Form • Contingent Worker Worksheet • Job Requirement Worksheet • Routine Clerical Responsibilities

Worksheet § Interview

• Appointment for Employment Interview and Testing

• Interview Confidential Disclosure Agreement

• Job Applicant Interview Script • Knowledge Worker Interview

Questionnaire • Pre-interview Questionnaire • Questions to avoid during an

interview § Job Announcement

• Form - Job Opening • Letter – Job Opening

§ Letters to Applicant • Applicant Confirmation Letters

o Letter Confirming Employment Terms

o Letter Confirming Employment

o New Employee Welcome Letter

• Applicant Rejection Letters o Decline to interview reffered

job applicant o Negative respondent

experience o Negative response – no

opening o Negative response –

qualification • Reference Check and

Thankfulness o Application

Acknowledgment o Personal Reference Check

Letter o Receipt of Resume o Reference Check Letter o Reference Check Phone

Script o Reference Checking Form o Reference on Qualifications o Reference Request and

Release o Thank You to Applicant for

Testing o Insurance

§ Announcement of a Change in Health Benefits Coverage

§ Directors and Officers Insurance – Checklist

§ Health and Disability Insurance – Checklist

§ Key Employee Life Insurance – Checklist § Employee Request to Participate in

Medical Plan § Explanation of Insurance Rate Increase § Request Immediate Insurance Coverage

for New Employee o Managing and Motivation Employees

§ Discipline and Behavior • Acknowledgment and Waiver

about Employee Dating • Investigating Complains of

Harassment – Checklist • Progressive Discipline Document –

Checklist • Progressive Discipline – Checklist • Employee Correction Form • Notice to Employment of

Unsatisfactory Behavior • Record of Disciplinary Action and

Proposed Changes • Reprimand • Warning Notice

§ Letter and Memos • Addressing Harassment • Christmas Bonus Letter • Christmas Employee Discount

Offer

• Commendation and Refusal of Request for Raise

• Company Bonus Letter • Confusion Regarding Sick Leave

Policy • Discounted Membership for

Employees • Employee Suggestion for

Company Meeting • Letter Explaining Family and

Medical Leave • Letter to Sexual Harassment

Complaint • Notice of Promotion • Notice to Employee Unqualified for

Christmas Bonus • Notice to Employees of Bonus

Cancellation • Notice to Employees of New

Vacation Policy • Offer of Assistance to Family

During Employee Illness • Welcome Letter - Employee • Promotion Announcement • Refusal of Employee Request for

Early Raise • Reminder to Employee to Renew

Drivers License • Request for Leave of Absence • Request to Locate Former

Employee

• Retirement Party – Invitation (Guest & Internal)

• Thankyou for Submission and Request for Revision

• Thankyou for Support during illness

§ Motivation • Certificate of Employee of the

Month • Complimentary Letter to Employee

on Handling Difficulty • Complimentary Letter to Employee

on Handling Emergency • Congratulations – Job Well Done • Congratulations – Increased Sales • Congratulations – Outstanding

Achievement • Congratulations – Promotion • Congratulations – Employee

Anniversary • Employee Job and Motivation

Improvement Meeting • Letter of Appreciation to Employee • Letter of Encouragement to Sales

Staff • Motivation Survey

§ Personality and Ability Tests • Personal Flexibility Skills • Strengths and Weakness

§ Staff Management • Check Request Form

• Harassment Investigation – Checklist

• Personnel File – Checklist • Commission list • Employee Absence Tracking • Employee Records • Employee Shift Schedule • Employee Suggestion Form • Employee Time Record • Mediation and Arbitration

Agreement • Overtime Authorization Form • Response to Employee Request

for Family or Medical Leave • Telecommuting Agreement • Telephone Tracking Log • Time Sheet • Witness Statement Form • Telecommuting – Worksheet

§ Surveys and Evaluations • Job Performance Feedback –

Checklist • Employee Appraisal Form • Employee Complaint Form • Employee Compliance Survey • Employee Satisfaction Survey • New Employee Survey • Peer Improvement Form • Performance Evaluation • Self – Evaluation • Sexual Harassment IQ Test

• Superior Improvement Form § Policies and Documentation

• Absence Policies • Business Ethics and Conduct

Disclosure Statement • Things to do in a workplace –

checklist • Emergency procedures checklist • Ergonomics Checklist • Code of Ethics • Computer use policy • Photocopying Policy • Disability Plans (Long and Short

term) • Drug and Alcohol Policy • Drug Testing Policy • Email Policy • Employee Email Policy • Employee Handbook

Acknowledgment • Employee Handbook • Employment at Will Policy • Funeral Leave Policy • General Statement Policy • General Safety Rules • Grievance Policy • Jury Duty Policy • Military Leave Policy • Non Discrimination Policy • Overtime Policy Guidance • Paid Time off policy

• Personal Leave Policy • Policy Letter on Vehicle Expense

Reimbursement • Policy on Privacy and Employee

Monitoring • Polygraph Consent • Post Employment Reference

Policy • Pregnancy Leave Policy • Progressive Discipline Policy • Prohibited Activities • Sales Commission Policy • Sexual Harassment Policy • Sick Leave Policy • Smoking Policy • Statement and Policy Prohibiting

illegal Discrimination • Telecommuting Policy • Third Party Confidential

Information Policy • Time off policy • Time off to vote policy • Vacation policy • Work rules • Workplace AIDS policy • Workplace violence prevention

policy - Finance and Accounting

o Banking § Authorization to Debit Account

§ Authorization to Release Account Information

§ Confirmation Request § Notification – additional Signing Officer § Notification – removal of signing officer § Pre-authorised payment § Error/apology request letter § Request - Closure of Account § Request – Stop Payment § Request - wire payment § Request – Deferral of Interest Payment § Request – Delay to present financial

statement § Request – Increase of credit limit § Request – Proposal for credit facility § Request – Release of Personal

Guarantee § Request – Copy of Credit Report § Termination of Future Guarantee § Wire Transfer Instructions Form

o Bookkeeping § Checklists and Guides

• Audit Information Legal Query • Check Disbursements Journal • Business Deductions – Checklist • Key Record Keeping – Checklist • Risk Management Essentials –

Checklist • Financial Record Storage

Guidelines § Payments to Creditors

• Apology to Receiver of NSF Check

• Cancellation of Stop Payment Order

• Demand for extension of payment date

• Escrow Check Receipt • Friendly Apology for Late Payment • Good Faith Partial Payment to

Creditor • Late Payment Letter • Monthly Partial Payment to

Creditor • Notice of Cancellation of Contract • Notice of Disputed Account • Notice of Rescission • Notice to bank to stop payment on

cheque • Notice to stop credit range • Payment on Specific Accounts • Request for Refund of Duplicate

Payment • Request for Refund on

Undelivered Merchandise • Request for Verification of

Receivable During Audit • Request to Bank for Extension of

Time • Settlement Offer on Disputed

Account § Spreadsheets

• Accounts Receivable • Bank Reconciliation

• Cash Receipts Summary (Daily & Monthly)

• Depreciation Worksheet • Yearly Expense Statement • Expense Statement • Vehicle Mileage Log • Escrow Fees - Worksheet

o Buying and Selling of Shares § Agreement of Purchase and Sale of

Business assets § Sale of Business – Checklist § Stock Subscription Package § Agreement of Purchase and Sale of

Business Assets § Stock Agreement § Right of First Refusal Agreement § Stock Subscription Agreement § Agreement of Purchases and Sale of

Shares by Shareholder § Agreement of Purchase and Sale of

Shares § Sale of a business checklist § Stock Option Agreement § Bill of Sale of Corporation § Proposal to buy a business § Transfer of stock agreement § Assignment and transfer of stock

certificate § Letter of intent to purchase a business § Option to buy agreement § Stock purchase agreement

§ Legends for stock certificate – US Corporation

§ Stock certificate and common stock § Option to acquire shares from a

stakeholder § Assignment of shares § Evaluation to buy a business - checklist

o Financial Statements § Stock letter and capitalization summary § Balance sheet – monthly § Breakeven and profit volume cost

analysis § Income statement – monthly § Financial projections – 3 years § Financial ratio calculations § Balance sheet § Daily cash sheet § Income statement § Trial balance § Financial projections – 12 months § Advertising expenses § Cashflow forecast – monthly § Sales projections § Balance sheet – quarterly § Salary policy § Cashflow forecast – quarterly § Income statement - quaterly

o Government Grants Programs § Checklist § Writing grant proposal § Developing a grant proposal

o Insurance

§ Insurance – Checklist § Notice of claim to insurance company § Notice of insurance claim

o Investment § Pre-Offering Summary § Investment Calculator

o Investor Relations § Dealing with Shareholders and Investors -

Checklist o Invoices and Billing

§ Sales invoice § Purchase order § Purchase order § Bill of lading § Denial of request for quarterly billing § Price quotation § Receipt for goods or services § Sales invoice § Sales receipt

o Loans and Borrowing § Debts & Default

• Agreement to extend debt payment terms

• Notice to account debtor of assignment

• Quitclaim deed • Assignment of money due • Notice and tender by debtor • Notice of debt acknowledgment • Receipt • Agreement to compromise debt • Notice of default in payment

• Notice of intention to foreclose • Denial of request for extension of

time § Promissory Notes

• Balloon note • Demand note • Renewed note • Letter of default on promissory

note • Request for extension of time on

promissory note • Time note • Installment note • Secured installment note • Drafting a promisory note –

instructions • Promissory note – line of credit • Promissory note • Demand for payment on

installment promissory note • Promissory note – payable on

demand • Promissory note – with

acceleration clause • Promissory note – payable on a

designated date • Promissory note – with

acknowledgement § Guaranties and Collateral

• Guarantee of Account • Prior secured party notice

• Revocation of guarantee • Subordination agreement to

secured debt • Demand by secured party for

possession of collateral • Unlimited guarantee • General continuing guarantee • Guarantee • Payment guarantee • Pledge of personal property • Pledge of shares of stock • Demand on guarantor • Notice of private sale of collateral • Notice of public sale of collateral

§ Loans • Loan application – review form • Loan calculator • Offer to loan • Bank loan request • Collateral decision – request for

documents • Consumer loan agreement • Loan calculator

o Raising Capital § Bank Loan Application Form and

Checklist § Due Diligence checklist § Term sheet for series A Round of

Financing § Term Sheet for Series A round of

Financing

§ Terms Sheet – short form § Venture capital term sheet – long form § Checklist alternate term sheet provisions § Statement of investment representation § Investment analysis summary § Term sheet § Term sheet – important things to know

- Internet Technology o Advertising and Management

§ Affiliate program agreement § Agreement for internet advertising

services § Co branding agreement – checklist § Co branding agreement § Free linking agreement § New website press release § Website cross sponsorship agreement § Website linking agreement

o Content & Copyright Agreements § Assignment of all rights in computer

software § Assignment of all rights to photograph § Assignment of contributor rights § Assignment of copyright § Assignment of rights in computer

software § Authorship certificate § Content provider agreement § Copyright assignment confirmation

notification § Copyright assignment for software § IP Sale agreement

§ Model release and permission to use photographs

§ Music license agreement § Technology assignment agreement § Trademark license agreement § Video clip license agreement § Website art license

o Hosting Agreements § Website hosting agreement checklist § Domain name registration agreement § Equipment placement agreement

o Software § Software development contract –

checklist § Software license agreement provisions –

checklist § Confidential information exchange

agreement § Consulting agreement with sharing of

software revenues § Custom software development agreement § Distribution agreement § End-user software license agreement

(EULA) § Licensee oriented software license

agreement § Licensor oriented software license

agreement § Limited warranty § Multimedia publicity release § Non-disclosure agreements

§ Software development and consulting services agreement

§ Trial software license agreement § Vendor oriented software license

agreement o Web Development

§ Assignment of website creator § Issues for website development

agreement – checklist § Confidential information agreement § E-commerce solution providers

comparison matrix § Independent contractor agreement § Website design agreement § Website design consultation agreement § Website design non-disclosure

agreement § Website rating

o Website Notices and Checklist § Website notices and disclaimer § Anti-spam policy § Chat room agreement § Choosing a domain name – checklist § Checklist for eatablishing a website § Clickable software license notice § Freeware license terms § Legal notice § Online sales disclaimer § Online subscription agreement § Virus notice § Website privacy policy § Website terms of use

- Legal Documents o Affidavits

§ Affidavits o Agreements and Contracts

§ Distribution Agreement § Contract terms and provisions- checklist § Contract for storage of goods § Convertible note agreement § Letter of intent for joint venture § Security agreement § Accept option extension of agreement § Acknowledgement of modified terms § Notice of dissolution of partnership § Transmittal of documents for signature § Confidential agreements § Decline extension agreement § Administrative and technology services

outsourcing § Mediation agreement § Partnership dissolution agreement § Non-compete agreement § Indemnity agreement § Joint venture agreement § Retainer for attorney § Arbitration agreement § Small business legal compliance

inventory § Consignment agreement § Joint venture agreement § Partnership agreement § Covenant not to sue § Extension of agreement

§ Security agreement – Consumer goods § Security agreement – copyright as

collateral § Security agreement and promissory note

o Assignments § Notice of assignment § Agreement to assign § Assignment of a claim for damages § Assignment of assets § Assignment of lien § Assignment of contract

o Copyright, patent and trademark § Notice of infringement of copyrighted

work § Patent assignment § Permission request to use copyrighted

material § Application for a license to display

trademarks § Permission to use copyrighted material § Permission to use quote or personal

statement § Trade name license agreement § Trademark assignment § Patent license agreement § Copyright agreement § IP sale Agreement

o Deeds § Deed granting easement § Mortgage deed § Assignment for deed § Assignment of deed of trust

§ Deed in lieu of foreclosure § Transfer of title warranty deed § Quit claim deed § Warranty deed

o Incorporation § Assignment of Shares § Corporation bylaws § Rights of first refusal agreement § Not for profit organization bylaws § Affidavit – lost / destroyed stock § Articles of incorporation § Shareholders agreement § Certificate of incorporation § Articles of incorporation – Not for profit

organization § Pre-incorporation designation of directors § Stock certificate and common stock

o Leasing and real estate § Assignments

• Assignment of Lease by Lessee with consent of the Lessor

• Assignment of Mortgage • Assignment of Real Estate

Contract and Sale Agreement • Assignment of Rents by Lessor • Assignment of Sublease

§ Contracts, Assignments and Checklists • Addendum to real estate lease –

benefit of the tenant • Addendum to rent agreement • Agreement for permission to sublet • Agreement to cancel lease

• Agreement to rescind contract of sale

• Addendum to lease • Application for zoning variance • Assignment of lease • Buyer’s property inspection report • Office lease- checklist • Consent by lessor to assignment

of lease • Consent by lessor to sublease • Contract of sale of commercial

property • Escrow agreement • Exclusive right to sell • Exercising option to renew lease • Extension of a lease • Guarantee of lease • Lease agreement • License agreement • Modification of lease • Mortgage note • Mortgage • Mutual cancellation of lease • Notice of breach of lease • Notice of late fees owed • Notice of nsf check charge and

late fee owed • Notice to evict and sue • Officer to lease space • Option to expand space leased • Option to lease agreement

• Option to purchase • Property management agreement • Real estate salesman independent

contractors agreement • Receipt for lease security deposit • Request to include landlord • Sublease • Termination of lease obligation • Location condition - checklist

§ Evictions • Notice to quit • Notice to pay rent • Notice to quit for non payment • Notice to tenant of rent due

§ Notice • Landlord notice of termination of

lease • Notice of bulk transfer • Notice of change in rent • Notice of claim of mechanics lien • Notice of exercise of lease option • Notice of exercise of lease option • Notice of exercise of option to

purchase • Notice of intention to file a

mechanic • Notice of other lease default • Notice of rent default • Notice of right of rescissions • Notice of unclaimed property at

auction

• Notice to excavate along a common boundary

• Notice to terminate tenancy (landlord and tenant)

• Welcome letter from landlord o Litigation

§ Legal notice § Notice of impending litigation § Notice of litigation § Letter of authorization to negotiate § Notice of impending litigation after

unproductive agreement § Notice of intent to exercise warehouse

lien by auction o Power of attorney

§ Attorney approval § General, limited, specific power of

attorney § Revocation of power of attorney § Unlimited power of attorney

o Release § Employee photo and recording release § Mutual release § Notice of rescission of release § Unilateral liability release

- Operations and Logistics o Selling and Shipping

§ Shipments held until payment § Shipment schedule acknowledgement § Sale of consignment acknowledgement § Sale of approval acknowledgement § Return requisition slip authorization

§ Requisition slip § Request for proof of merchandise return § Request for authorisation to substitute § Replacing rejected goods § Rejected goods return instructions § Refusal to accept late return § Refusal of projection of goods § Equipment arrival notification § Packing slip § Packing list of water § Notification of return merchandise credit § Notice to stop goods in transit § Notice to disregard letter indicating

inability to ship § Notice of with holding future deliveries § Notice of reclamation § Notice of dispatch § Notice of delayed shipment § Notice of credit for merchandise damaged

in shipment § Notice of backordered item § Notice for unexpected delay § Notice following refusal to accept delivery § Late return authorisations § Inability to fill purchase order § Explanation for the delay of shipment § Demand for shipping instruction § Demand for particulars of rejection of

goods § Delivery of substitute goods § Apology for overshipment § Apology and request for extension of time

§ Agreement between carrier and shipper § Acknowledgement of warranty

instructions for product return § Acknowledgement of merchandise

returned for repair § Acknowledgement of correspondence

indicating postal delay § Acknowledgement of cancellation of

backorder § Acknowledgement and acceptance of

order § acceptance of order with delivery of lots

o Vehicles and equipment § Letter of intent for purchase § Equipment sales agreement § Equipment maintenance agreement § Equipment lease agreement § Computer lease agreement § Purchasing a used vehicle-checklist § Equipment lease-checklist § Equipment inventory list-checklist § Leasing versus purchasing § Bill of sale § The acknowledgement of notification of

lessee o Ordering and receiving

§ Welcome letter to new supplier § Return of product on free trial § Return of goods on approval § Request instructions to return rejected

goods

§ Request for replacement of damaged merchandise

§ Request for repair of enclosed merchandise

§ Request for refund of undelivered merchandise

§ Request for proposal § Request for a price quote § Request for information in advance of

purchase order § Rejection of nonconforming goods § Receiving order § Product defect notice § Positive answer to proposal § Partial rejection of nonconforming goods § Notice to suspend deliveries and request

for release § Notice to cancel shipment § Notice to cancel order § Notice of recession § Notice of rejection of goods § Notice of received an incomplete

shipment § Notice of packing slip requirements § Notice of error in shipment § Notice of defective goods § Notice of claim of defective goods § Notice of buyers disposition § Notice for return of goods § Demand of delivery § Demand for acknowledgement of

shipping dates

§ Delivery rejection notice § Confirmation of verbal order § Conditional payment for goods reserving

rights § Conditional acceptance of nonconforming

goods § Claim for damage on shipped goods § Chargeback application § Cancellation of unfulfilled order § Bill of leading § Cancellation of purchase order § Acknowledged receipt of goods

- Sales and Marketing o Agreements and contracts

§ Advertising agency agreement § Amendment to sales contract § Bill of sale § Bulk sale agreement § Bulk sale notice § Commitment form § Conditional sale agreement § Contract for the manufacture and sale of

goods § Contract for sale of goods § Distribution agreement § Letter of understanding § Partnership agreement § Partnership dissolution agreement § Sales agency agreement § Termination of distribution agreement

o Bids and proposals § Cover letter for quotation

§ Proposal § Final reminder § Inquiry about last quotation § Letter enclosing proposal § Positive answer to proposal § Proposal for service § Resubmission of proposal § Sales proposal

o Customer service § Addressing Complaints § Customer Relations § Response

o Presentations o Press and public relations

§ Announcements § Events and Trade show documents § Press releases

o Price lists § Price setting

o Purchase orders and price quotes § Purchase quotation § Purchase order § Purchase order § Sales receipt

o Sales and marketing management § Clients and Service Providers § Employees § Market Analysis § Marketing Campaign Planning § Surveys

o Sales letters o Telemarketing scripts

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