Freelance Product Designer Templates

Looking for Freelance Product Designer Templates to download? See the main templates that a Freelance Product Designer would use in their day-to-day work.

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Freelance Product Designer Templates

There is a huge number of templates that someone in the Freelance Product 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 Product 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. Mood Board Template
4. Wireframe Template
5. User Interface (UI) Design Template
6. User Experience (UX) Design Template
7. Style Guide Template
8. Design Review Template
9. Design Presentation Template
10. Invoice Template

Reports

Reports are often prepared by a Freelance Product 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. Sales Report
2. Project Status Report
3. Time Tracking Report
4. Client Feedback Report
5. Revenue Report
6. Expense Report
7. Design Trends Report
8. Competitor Analysis Report
9. Product Performance Report
10. User Experience 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 Product Designer does and how they do it.

1. Initial Client Consultation SOP
2. Project Proposal SOP
3. Design Research SOP
4. Concept Development SOP
5. Sketching and Wireframing SOP
6. Prototyping SOP
7. Design Review and Feedback SOP
8. Final Design Development SOP
9. File Preparation and Delivery SOP
10. Client Follow-up and Feedback SOP

Presentations

Freelance Product 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. “Product Showcase”
2. “Design Trends”
3. “Client Pitch”
4. “Project Progress”
5. “Design Portfolio

Legal Docs

There are several key times when a Freelance Product 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. Intellectual Property Assignment Agreement
3. Freelance Services Agreement
4. Copyright License Agreement
5. Confidentiality Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Product 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 Product Designer calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Project Calendar
2. Client Meeting Schedule
3. Design Inspiration Calendar
4. Task Management Calendar
5. Personal Time Off Calendar

Invoice Templates

Several types of Freelance Product 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. Product Development Invoice
3. Prototype Design Invoice
4. Branding and Logo Design Invoice
5. Packaging Design Invoice

Survey Templates

For a Freelance Product Designer to get insights related to the work they do, they need to send out Freelance Product 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. User Experience Survey
4. Market Research Survey
5. Design Preference Survey

Meeting Agendas

Having premade Freelance Product 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 Kickoff Meeting
2. Design Review Meeting
3. Client Feedback Meeting
4. Team Collaboration Meeting
5. Monthly Progress Meeting

Budget Templates

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

1. Income and Expenses Template
2. Project Budget Template
3. Monthly Expense Tracker Template
4. Savings and Investment Template
5. Tax Planning Template

Dashboards

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

1. Sales Performance Dashboard
2. User Engagement Dashboard
3. Project Progress Dashboard
4. Design Feedback Dashboard
5. Revenue Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Product 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. Product Redesign Proposal
2. Brand Identity Proposal
3. Packaging Design Proposal
4. User Experience (UX) Proposal
5. Website Design 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 Product 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.

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