Saddle Maker Templates

Saddle Maker Templates

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

1. Order Form
2. Inventory Spreadsheet
3. Sales Report
4. Production Schedule
5. Expense Tracker
6. Customer Feedback Form
7. Supplier Contact List
8. Pricing Sheet
9. Marketing Plan
10. Monthly Profit and Loss Statement

Reports

Reports are often prepared by a Saddle Maker 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 of Goods Sold Report
5. Profit and Loss Report
6. Accounts Receivable Report
7. Accounts Payable Report
8. Customer Order Report
9. Supplier Order Report
10. Employee Time and Attendance 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 Saddle Maker does and how they do it.

1. Material Inventory SOP
2. Cutting and Shaping Leather SOP
3. Stitching and Sewing SOP
4. Tool Maintenance SOP
5. Saddle Assembly SOP
6. Quality Control SOP
7. Finishing and Polishing SOP
8. Packaging and Shipping SOP
9. Customer Service SOP
10. Monthly Sales Report SOP

Presentations

Saddle Maker 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 Template
2. Sales Performance Template
3. Customer Feedback Template
4. Production Efficiency Template
5. Market Trends Template

Legal Docs

There are several key times when a Saddle Maker 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. Purchase Agreement Template
2. Non-Disclosure Agreement Template
3. Release of Liability Template
4. Employment Agreement Template
5. Copyright Assignment Template

Health & Safety Templates

Health & Safety templates for a Saddle Maker 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. Personal Protective Equipment (PPE) Assessment Template
5. Emergency Evacuation Plan Template

Calendars

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

1. Production Calendar
2. Sales and Marketing Calendar
3. Inventory Management Calendar
4. Supplier and Vendor Calendar
5. Financial Calendar

Invoice Templates

Several types of Saddle Maker 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 Saddle Maker to get insights related to the work they do, they need to send out Saddle Maker 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. Supplier Evaluation Survey
5. Employee Feedback Survey

Meeting Agendas

Having premade Saddle Maker 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. Supplier Meeting
3. Marketing Strategy Meeting
4. Team Training Meeting
5. Quality Control Meeting

Budget Templates

To manage finances well, a Saddle Maker 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. Material Cost Budget Template
4. Labor Cost Budget Template
5. Sales Forecast Budget Template

Dashboards

Dashboards are a useful way for a Saddle Maker 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 Saddle Maker 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 Saddle Design Proposal
2. Wholesale Saddle Order Proposal
3. Saddle Repair and Restoration Proposal
4. Saddle Accessories and Add-ons Proposal
5. Collaborative Partnership 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 Saddle Maker 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.