Saddler Templates

Saddler Templates

There is a huge number of templates that someone in the Saddler 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 Saddler. 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. Invoice Template
3. Inventory Spreadsheet
4. Customer Contact List
5. Production Schedule
6. Expense Report
7. Sales Report
8. Purchase Order Form
9. Time Tracking Spreadsheet
10. Marketing Plan Template

Reports

Reports are often prepared by a Saddler 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. Quality Control Report
5. Financial Report
6. Customer Satisfaction Report
7. Supplier Performance Report
8. Marketing Analysis Report
9. Employee Performance Report
10. Trend Analysis 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 Saddler does and how they do it.

1. Order Processing SOP
2. Inventory Management SOP
3. Quality Control SOP
4. Leather Cutting SOP
5. Stitching and Sewing SOP
6. Embossing and Engraving SOP
7. Finishing and Polishing SOP
8. Packaging and Shipping SOP
9. Customer Service SOP
10. Equipment Maintenance SOP

Presentations

Saddler 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 Saddler 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. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Purchase Agreement Template
4. Liability Waiver Template
5. Terms and Conditions Template

Health & Safety Templates

Health & Safety templates for a Saddler ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Risk Assessment Template
2. Hazard Identification Template
3. Incident Report Template
4. Safety Inspection Checklist Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

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

1. Production Calendar
2. Order Fulfillment Calendar
3. Inventory Management Calendar
4. Marketing and Promotions Calendar
5. Financial Planning Calendar

Invoice Templates

Several types of Saddler 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. Repair and Maintenance Invoice
4. Wholesale Invoice
5. Shipping and Handling Invoice

Survey Templates

For a Saddler to get insights related to the work they do, they need to send out Saddler 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 Saddler 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. Marketing Strategy Meeting
3. Supplier Evaluation Meeting
4. Team Training and Development Meeting
5. Financial Review Meeting

Budget Templates

To manage finances well, a Saddler 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. Marketing and Advertising Budget Template

Dashboards

Dashboards are a useful way for a Saddler 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. Financial Analysis Dashboard
4. Production Efficiency Dashboard
5. Customer Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Saddler 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 Leather Goods Proposal
2. Equestrian Equipment Proposal
3. Leather Repair and Restoration Proposal
4. Leather Accessories Proposal
5. Corporate Gifting 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 Saddler 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.