Software Consultant Templates

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

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Software Consultant Templates

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

1. Project Plan Template
2. Requirements Gathering Template
3. Functional Specification Template
4. Test Plan Template
5. User Acceptance Testing Template
6. Change Request Template
7. Status Report Template
8. Meeting Agenda Template
9. Training Manual Template
10. Project Closure Template


Reports are often prepared by a Software Consultant 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 Performance Report
2. Customer Satisfaction Report
3. Project Status Report
4. Financial Analysis Report
5. Product Development Report
6. Market Research Report
7. Resource Allocation Report
8. Quality Assurance Report
9. Training and Development Report
10. Competitive Analysis 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 Software Consultant does and how they do it.

1. Software Installation SOP
2. Software Configuration SOP
3. Software Testing SOP
4. Software Deployment SOP
5. Software Maintenance SOP
6. Software Upgrade SOP
7. Software Troubleshooting SOP
8. Software Documentation SOP
9. Software Training SOP
10. Software Security SOP


Software Consultant 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. Executive Summary Template
2. Project Status Update Template
3. Sales Pitch Template
4. Training and Demo Template
5. Technical Analysis Template

Legal Docs

There are several key times when a Software Consultant 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. Software License Agreement
3. Service Level Agreement (SLA)
4. Master Services Agreement (MSA)
5. Statement of Work (SOW)

Health & Safety Templates

Health & Safety templates for a Software Consultant 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 Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Health and Safety Inspection Checklist Template


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

1. Project Calendar
2. Meeting Calendar
3. Travel Calendar
4. Training Calendar
5. Deadlines Calendar

Invoice Templates

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

1. Monthly Software Development Invoice
2. Monthly Technical Support Invoice
3. Monthly Training Services Invoice
4. Monthly Project Management Invoice
5. Monthly Software Licensing Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. User Experience Survey
4. Market Research Survey
5. Training Needs Assessment Survey

Meeting Agendas

Having premade Software Consultant 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. Project Kickoff Meeting
2. Weekly Status Meeting
3. Client Update Meeting
4. Team Collaboration Meeting
5. Monthly Performance Review Meeting

Budget Templates

To manage finances well, a Software Consultant 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. Travel and Accommodation Budget Template
4. Marketing and Advertising Budget Template
5. Training and Development Budget Template


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

1. Sales Performance Dashboard
2. Customer Satisfaction Dashboard
3. Project Management Dashboard
4. Financial Analysis Dashboard
5. Resource Allocation Dashboard

Proposal Templates

For bidding or requesting work, a Software Consultant 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. Project Implementation Proposal
2. Software Upgrade Proposal
3. System Integration Proposal
4. Custom Software Development Proposal
5. IT Infrastructure 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 Software Consultant 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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