Freelance Software Tester Templates

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

Need one of these templates? Request for it to be built by one of our experts.

Freelance Software Tester Templates

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

1. Test Plan Template
2. Test Case Template
3. Bug Report Template
4. Test Summary Report Template
5. Test Execution Status Template
6. Test Coverage Matrix Template
7. Test Environment Setup Template
8. Test Data Preparation Template
9. Test Schedule Template
10. Test Metrics Template


Reports are often prepared by a Freelance Software Tester 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. Bug Report
2. Test Execution Report
3. Test Coverage Report
4. Defect Density Report
5. Test Case Status Report
6. Test Environment Report
7. Test Progress Report
8. Test Summary Report
9. Test Metrics Report
10. Test Automation Report


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 Software Tester does and how they do it.


Freelance Software Tester 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 Test Results
2. Bug Tracking and Analysis
3. Test Plan and Strategy
4. Test Case Execution Summary
5. Quality Assurance Metrics

Legal Docs

There are several key times when a Freelance Software Tester 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 Level Agreement (SLA)
3. Master Services Agreement (MSA)
4. Independent Contractor Agreement
5. Software License Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Software Tester 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 Response Plan Template
5. Health and Safety Training Record Template


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

1. Monthly Project Calendar
2. Testing Schedule Calendar
3. Bug Tracking Calendar
4. Meeting Schedule Calendar
5. Personal Time Management Calendar

Invoice Templates

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

1. Monthly Testing Services Invoice
2. Bug Fixing Invoice
3. Test Plan Creation Invoice
4. Test Case Execution Invoice
5. Test Report Generation Invoice

Survey Templates

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

1. User Satisfaction Survey
2. Bug Report Survey
3. Usability Testing Survey
4. Feature Request Survey
5. Performance Evaluation Survey

Meeting Agendas

Having premade Freelance Software Tester 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 Project Review Meeting
2. Bug Triage Meeting
3. Test Planning Meeting
4. Stakeholder Update Meeting
5. Retrospective Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Project Budget Template
3. Client Invoicing Template
4. Savings and Investment Tracker
5. Tax Preparation Template


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

1. Test Coverage Dashboard
2. Defect Density Dashboard
3. Test Execution Dashboard
4. Test Progress Dashboard
5. Test Result Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Software Tester 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. Monthly Testing Proposal
2. Bug Fixing Proposal
3. Test Automation Proposal
4. Performance Testing Proposal
5. Security Testing 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 Software Tester 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.

Category: Tags: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,