Free Financial Templates
Get a head start creating the perfect workflow for your finance company. Explore templates to find one that most closely matches your needs — then customize it with our drag-and-drop no-code builder.
Formuliertemplates
Build a form from scratch or choose from ready-made form templates below. Whether you’re completing expense reports, gathering loan applications, planning your company’s budget, or gathering the information you need to do your clients’ taxes, Jotform has form templates to help you get started. Feel free to customize them to match your branding.
Build a form from scratch or choose from ready-made form templates below. Whether you’re completing expense reports, gathering loan applications, planning your company’s budget, or gathering the information you need to do your clients’ taxes, Jotform has form templates to help you get started. Feel free to customize them to match your branding.
KYC Formulier
Een KYC-formulier (Know Your Client) wordt door banken en andere financiële instellingen gebruikt om informatie over de identiteit en het adres van hun klanten te verzamelen. Met deze template voor een KYC-formulier kan je organisatie deze informatie en ondertekende verklaringen naadloos online verzamelen. Je kunt de formuliertemplate eenvoudig op je behoeften afstemmen om de gewenste informatie te verzamelen. Als je klaar bent, kun je het formulier online delen of persoonlijk door klanten laten invullen. Je kunt alle ingediende formulieren bekijken via je beveiligde Jotform-account dat met een 256-bits SSL-verbinding is beschermd en aan de vereisten voor AVG- en CCPA-compliance voldoet.Je kunt deze template voor een KYC-formulier volledig op je behoeften afstemmen door vragen en het logo van je bedrijf toe te voegen en de lettertypen en kleuren aan te passen. Door onze drag-and-drop formulierbouwer te gebruiken, kun je de template binnen slechts enkele minuten personaliseren. Daarnaast kun je uit meer dan 100 gratis integraties kiezen om ingevulde formulieren automatisch met andere apps, zoals Google Drive, Dropbox of Box te synchroniseren. Als je bij een financiële instelling werkt, kun je dit gratis KYC-formulier gebruiken om klantinformatie en ondertekende verklaringen eenvoudig online te verzamelen.
PDF-templates
Jotform’s online forms give your company a quick and easy way to generate professional-looking statements, receipts, agreements, contracts, and more. Just choose a PDF template below and customize it with our drag-and-drop builder — when you receive a new form submission, it will be converted into a PDF document automatically.
Jotform’s online forms give your company a quick and easy way to generate professional-looking statements, receipts, agreements, contracts, and more. Just choose a PDF template below and customize it with our drag-and-drop builder — when you receive a new form submission, it will be converted into a PDF document automatically.
Templates voor tabellen
Manage all of your form responses in a powerful online database with table templates. Switch between spreadsheet, calendar, and card view to see your information in the way that works best for you. You can also use Jotform Tables to quickly search through submissions, assign tasks to members of your team, and collaborate with others online.
Manage all of your form responses in a powerful online database with table templates. Switch between spreadsheet, calendar, and card view to see your information in the way that works best for you. You can also use Jotform Tables to quickly search through submissions, assign tasks to members of your team, and collaborate with others online.
Workflowtemplates
Create an automated approval flow for your business. When you receive a new form submission, it will automatically be sent through your approval flow — which you can customize to add approvers, set up conditional branching, send automated emails, and more. Choose an approval template below and customize it with our no-code builder.
Create an automated approval flow for your business. When you receive a new form submission, it will automatically be sent through your approval flow — which you can customize to add approvers, set up conditional branching, send automated emails, and more. Choose an approval template below and customize it with our no-code builder.