Package Designer Templates

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

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Package Designer Templates

There is a huge number of templates that someone in the Package 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 Package 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. Design Brief Template
2. Concept Sketch Template
3. Packaging Specification Template
4. Material Cost Estimation Template
5. Packaging Prototype Template
6. Artwork Approval Template
7. Packaging Production Schedule Template
8. Packaging Quality Control Checklist Template
9. Packaging Cost Analysis Template
10. Packaging Project Report Template


Reports are often prepared by a Package 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. Inventory Report
3. Production Report
4. Cost Analysis Report
5. Market Research Report
6. Competitor Analysis Report
7. Customer Feedback Report
8. Trend Analysis Report
9. Quality Control Report
10. Project Status 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 Package Designer does and how they do it.

1. Design Brief Template
2. Concept Development Template
3. Packaging Structure Template
4. Artwork Creation Template
5. Mockup and Prototyping Template
6. Material and Color Selection Template
7. Printing and Production Template
8. Quality Control Template
9. Packaging Assembly Template
10. Final Packaging Approval Template


Package 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 Launch Presentation
2. Client Pitch Presentation
3. Design Concept Presentation
4. Market Research Presentation
5. Project Progress Presentation

Legal Docs

There are several key times when a Package 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
2. Intellectual Property Assignment Agreement
3. Client Agreement
4. Licensing Agreement
5. Freelance Contract

Health & Safety Templates

Health & Safety templates for a Package 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


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

1. Monthly Design Calendar
2. Project Timeline Calendar
3. Production Schedule Calendar
4. Client Meeting Calendar
5. Marketing Campaign Calendar

Invoice Templates

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

1. Client Invoice: This invoice is used to bill clients for the design services provided during the month.
2. Material Invoice: This invoice is used to track and bill clients for any materials or supplies used in the design process.
3. Printing Invoice: This invoice is used to bill clients for any printing or production costs incurred for the design projects.
4. Shipping Invoice: This invoice is used to bill clients for any shipping or delivery charges associated with the design projects.
5. Expense Invoice: This invoice is used to track and bill clients for any additional expenses incurred during the design process, such as travel or accommodation costs

Survey Templates

For a Package Designer to get insights related to the work they do, they need to send out Package 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. Market Research Survey
4. Brand Perception Survey
5. Packaging Preference Survey

Meeting Agendas

Having premade Package 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. Monthly Design Review Meeting
2. Creative Brainstorming Session
3. Project Kick-off Meeting
4. Client Presentation Meeting
5. Production Status Update Meeting

Budget Templates

To manage finances well, a Package 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. Marketing and Advertising Budget Template
4. Materials and Supplies Budget Template
5. Travel and Entertainment Budget Template


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

1. Sales Performance Dashboard
2. Product Development Dashboard
3. Client Feedback Dashboard
4. Project Timeline Dashboard
5. Competitor Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Package 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. Packaging Redesign Proposal
2. Branding and Packaging Proposal
3. Sustainable Packaging Proposal
4. Product Launch Packaging Proposal
5. Custom Packaging 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 Package 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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