Business Form and Document Templates With Workflows Built In
Each template shows the fields to include, what should happen after submission, and a prompt you can paste into Noca or your AI assistant to build it in minutes.
More Than a Blank Form
A template is only useful if the data goes somewhere. Every Noca template includes the workflow behind it: validation, approvals, documents, e-signatures and updates to your CRM or ERP.
Browse Templates
Purchase Order Form Template
Line items, budget codes and approvals by amount, with the PO created in your ERP. View template →
Vendor Onboarding Form Template
Company, tax and banking fields with country-specific logic and document uploads. View template →
Employee Onboarding Form Template
Personal, payroll and equipment details, prefilled from HR, with policy sign-off. View template →
NDA Template With E-Signature
Mutual or one-way NDA filled from CRM data and sent for e-signature. View template →
Invoice Template
Your invoice design filled with order and customer data, sent in batches. View template →
Expense Report Form Template
Expense lines with receipt photos, policy limits and manager approval. View template →
Sales Quote Template
Quotes built from the opportunity, with discount approval and customer signature. View template →
Leave Request Form Template
Leave type, dates and coverage, approved by the manager and added to the calendar. View template →
Build Your First Template in Minutes
Frequently Asked Questions
Are these templates free?
Yes. The field lists and prompts on these pages are free to use, and you can build them on Noca’s free plan.
How do I use a template?
Copy the prompt from the template page into Noca or into ChatGPT, Claude or Grok connected through the Noca MCP Server, then adjust the fields and rules.
Can I use my own document designs?
Yes. Document templates, such as invoices, quotes and NDAs, use your own Word or PDF files.
Which systems can templates connect to?
Salesforce, HubSpot, NetSuite, SAP Business One, Priority, Dynamics 365 and 60+ other systems.