Create your Small Business Financial Package from scratch

Step 1: Start with DocHub's free trial.

Go to the DocHub website and sign up for the free trial. This gives you access to every feature you’ll need to build your Small Business Financial Package with no upfront cost.

Step 2: Navigate to your dashboard.

Log in to your DocHub account and navigate to the dashboard.

Step 3: Initiate a new document.

Hit New Document in your dashboard, and select Create Blank Document to design your Small Business Financial Package from the ground up.

Step 4: Utilize editing tools.

Add various elements such as text boxes, radio buttons, icons, signatures, etc. Arrange these fields to suit the layout of your document and designate them to recipients if needed.

Step 5: Modify the form layout.

Organize your document in seconds by adding, repositioning, deleting, or combining pages with just a few clicks.

Step 6: Craft the Small Business Financial Package template.

Transform your freshly designed form into a template if you need to send many copies of the same document repeatedly.

Step 7: Save, export, or share the form.

Send the form via email, share a public link, or even post it online if you aim to collect responses from a broader audience.