Metal Engraver Templates

Metal Engraver Templates

There is a huge number of templates that someone in the Metal 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 Metal 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. Sales Order Template
2. Purchase Order Template
3. Inventory Management Template
4. Production Schedule Template
5. Invoice Template
6. Expense Report Template
7. Customer Feedback Template
8. Marketing Plan Template
9. Financial Statement Template
10. Performance Evaluation Template

Reports

Reports are often prepared by a Metal 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. Cost Analysis Report
5. Quality Control Report
6. Customer Satisfaction Report
7. Marketing Campaign Performance Report
8. Employee Performance Report
9. Equipment Maintenance 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 Metal 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. Inventory Management SOP
8. Equipment Maintenance SOP
9. Customer Communication SOP
10. Sales and Marketing SOP

Presentations

Metal 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 Proposal
5. Marketing Campaign Update

Legal Docs

There are several key times when a Metal 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
2. Purchase Agreement
3. Commission Agreement
4. Copyright Release Form
5. Liability Waiver

Health & Safety Templates

Health & Safety templates for a Metal 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) Assessment Form
4. Incident Report Form
5. Emergency Evacuation Plan Template

Calendars

Setting up Metal 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. Inventory Management Calendar
4. Client Order Calendar
5. Exhibition and Event Calendar

Invoice Templates

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

1. Monthly Sales Invoice
2. Custom Order Invoice
3. Wholesale Invoice
4. Repair and Maintenance Invoice
5. Shipping and Handling Invoice

Survey Templates

For a Metal Engraver to get insights related to the work they do, they need to send out Metal 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. Market Research Survey
4. Pricing Strategy Survey
5. Brand Awareness Survey

Meeting Agendas

Having premade Metal 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. Sales and Marketing Strategy Meeting
3. Design and Innovation Brainstorming Session
4. Quality Control and Improvement Meeting
5. Team Collaboration and Feedback Meeting

Budget Templates

To manage finances well, a Metal Engraver 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. Materials Budget Template
4. Marketing Budget Template
5. Equipment Maintenance Budget Template

Dashboards

Dashboards are a useful way for a Metal 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 Metal 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 Metal Engraving Proposal
2. Corporate Awards Engraving Proposal
3. Wedding Ring Engraving Proposal
4. Artistic Metal Sculpture Proposal
5. Personalized Gift Engraving 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 Metal 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.