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Not sure whether to start with a spreadsheet, form or written proposal? Choose what you're trying to accomplish. We'll suggest a useful starting point and explain what details to collect.

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Choosing between Word, Excel and PDF

Excel (XLSX) is best when figures, totals, dates or ongoing updates matter. Word (DOCX) works for documents you'll revise and collaborate on. PDF suits a finalized version that should be easy to share or print. You can still review and edit the result before relying on it.

Want to browse instead? See all document templates, or read our guides to staff scheduling, proposals, invoicing, budgets and SOPs.

Need something different?

Describe your goal in plain language. The builder can ask follow-up questions instead of making up missing information. You can review an excerpt before choosing a paid download.

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