Freelance CAD Designer Templates

There is a huge number of templates that someone in the Freelance CAD Designer 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 Freelance CAD Designer. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Project Proposal Template
2. Design Brief Template
3. CAD Drawing Template
4. Bill of Materials Template
5. Project Schedule Template
6. Cost Estimate Template
7. Change Order Template
8. Material Specification Template
9. Project Progress Report Template
10. Invoice Template

Reports

Reports are often prepared by a Freelance CAD Designer 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. Project Progress Report
2. Design Review Report
3. Material Cost Analysis Report
4. Time and Resource Allocation Report
5. Quality Assurance Report
6. Client Feedback Report
7. Project Budget Report
8. Design Change Request Report
9. Project Milestone Report
10. Project Closure 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 Freelance CAD Designer does and how they do it.

1. Project Initiation SOP
2. CAD Software Setup SOP
3. Design Briefing SOP
4. Drafting and Modeling SOP
5. Quality Control SOP
6. Revision and Feedback SOP
7. File Management SOP
8. Rendering and Visualization SOP
9. Finalization and Delivery SOP
10. Client Communication SOP

Presentations

Freelance CAD Designer 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. Project Overview Template
2. Design Proposal Template
3. Technical Specifications Template
4. Progress Report Template
5. Final Presentation Template

Legal Docs

There are several key times when a Freelance CAD Designer 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. Service Agreement
3. Intellectual Property Assignment Agreement
4. Independent Contractor Agreement
5. Invoice Template

Health & Safety Templates

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

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

Calendars

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

1. Monthly Project Calendar
2. Client Meeting Calendar
3. Task and Deadline Calendar
4. Work Schedule Calendar
5. Billing and Invoicing Calendar

Invoice Templates

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

1. Monthly Design Services Invoice
2. Project Completion Invoice
3. Revision and Change Order Invoice
4. Milestone Payment Invoice
5. Additional Services Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Project Evaluation Survey
4. Market Research Survey
5. Client Needs Assessment Survey

Meeting Agendas

Having premade Freelance CAD Designer 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. Project Kick-off Meeting
2. Design Review Meeting
3. Progress Update Meeting
4. Client Feedback Meeting
5. Project Closure Meeting

Budget Templates

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

1. Income Budget Template
2. Expense Budget Template
3. Project Budget Template
4. Savings Budget Template
5. Tax Budget Template

Dashboards

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

1. Project Progress Dashboard
2. Time and Resource Allocation Dashboard
3. Financial Performance Dashboard
4. Client Satisfaction Dashboard
5. Design Quality Dashboard

Proposal Templates

For bidding or requesting work, a Freelance CAD Designer 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. Preliminary Design Proposal
2. Detailed Design Proposal
3. 3D Modeling Proposal
4. Structural Analysis Proposal
5. Technical Drawing 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 Freelance CAD Designer 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.

Freelance CAD Designer Templates