Freelance CAD Designer Templates

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 Timeline Template
6. Cost Estimate Template
7. Design Review Template
8. Change Order Template
9. Invoice Template
10. Project Status Report 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. Time Tracking Report
3. Revenue and Expenses Report
4. Client Satisfaction Report
5. Design Quality Report
6. Material and Equipment Inventory Report
7. Project Cost Analysis Report
8. Workload and Capacity Report
9. Project Profitability Report
10. Design Trends and Market Analysis 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. Client Communication SOP
3. Design Briefing SOP
4. Concept Development SOP
5. Drafting and Modeling SOP
6. Design Review SOP
7. Revisions and Modifications SOP
8. Finalization and Approval SOP
9. File Management SOP
10. Project Delivery 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 Concept Template
3. Technical Specifications Template
4. Progress Update 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. Deadlines Calendar
4. Work Schedule Calendar
5. Personal Time Off 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 CAD Design Services Invoice
2. Additional Design Revisions Invoice
3. Rush Project Fee Invoice
4. Mileage and Travel Expenses Invoice
5. Late Payment Reminder 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. Client Satisfaction Survey
2. Project Feedback Survey
3. Design Preferences Survey
4. Industry Trends Survey
5. Pricing and Service 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. Client Feedback Meeting
4. Progress Update 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. Monthly Income and Expenses Template
2. Project Budget Template
3. Savings and Investment Tracker Template
4. Tax Planning Template
5. Business Expenses 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. Revenue and Expenses Dashboard
3. Client Satisfaction Dashboard
4. Design Quality Dashboard
5. Time Management 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. Project Proposal for Residential Building Design
2. Proposal for Industrial Product Design
3. Proposal for Architectural Visualization Services
4. Proposal for 3D Modeling and Rendering
5. Proposal for CAD Drafting and Conversion Services

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.