Engraver Templates

Engraver Templates

There is a huge number of templates that someone in the Engraver role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Engraver. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Order Form Template
2. Invoice Template
3. Inventory Spreadsheet Template
4. Production Schedule Template
5. Design Proposal Template
6. Artwork Approval Form Template
7. Shipping Label Template
8. Expense Report Template
9. Time Tracking Spreadsheet Template
10. Customer Feedback Form Template

Reports

Reports are often prepared by a Engraver to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Sales Report
2. Inventory Report
3. Production Efficiency Report
4. Quality Control Report
5. Cost Analysis Report
6. Customer Satisfaction Report
7. Marketing Campaign Performance Report
8. Supplier Performance Report
9. Employee Performance Report
10. Financial Statement Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Engraver does and how they do it.

1. Design Approval SOP
2. Material Selection SOP
3. Engraving Process SOP
4. Quality Control SOP
5. Finishing and Polishing SOP
6. Packaging and Shipping SOP
7. Equipment Maintenance SOP
8. Inventory Management SOP
9. Customer Communication SOP
10. Order Tracking and Fulfillment SOP

Presentations

Engraver presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Sales Report
2. Product Showcase
3. Client Portfolio
4. Design Trends Analysis
5. Marketing Campaign Overview

Legal Docs

There are several key times when a Engraver needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Non-Disclosure Agreement (NDA)
2. Commission Agreement
3. Purchase Order
4. Invoice
5. Copyright Release Form

Health & Safety Templates

Health & Safety templates for a Engraver ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Monthly Safety Inspection Checklist
2. Hazard Identification and Risk Assessment Form
3. Personal Protective Equipment (PPE) Checklist
4. Incident Report Form
5. Emergency Evacuation Plan Template

Calendars

Setting up Engraver calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Production Calendar
2. Sales and Marketing Calendar
3. Exhibition and Event Calendar
4. Material and Supplies Inventory Calendar
5. Project and Commission Calendar

Invoice Templates

Several types of Engraver invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Custom Engraving Invoice
2. Artisanal Product Invoice
3. Commissioned Artwork Invoice
4. Personalized Gift Invoice
5. Corporate Award Invoice

Survey Templates

For a Engraver to get insights related to the work they do, they need to send out Engraver surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Product Quality Survey
3. Design Preference Survey
4. Pricing and Value Survey
5. Market Trends Survey

Meeting Agendas

Having premade Engraver meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Production Meeting
2. Design Review Meeting
3. Sales and Marketing Strategy Meeting
4. Supplier Evaluation Meeting
5. Team Training and Development Meeting

Budget Templates

To manage finances well, a Engraver would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Material and Supply Budget
3. Marketing and Advertising Budget
4. Equipment and Maintenance Budget
5. Savings and Investment Plan

Dashboards

Dashboards are a useful way for a Engraver to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Performance Dashboard
2. Inventory Management Dashboard
3. Production Efficiency Dashboard
4. Customer Satisfaction Dashboard
5. Financial Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Engraver needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Custom Engraving Proposal
2. Corporate Awards Proposal
3. Wedding Engraving Proposal
4. Personalized Gifts Proposal
5. Memorial Plaques Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Engraver templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.