Software Test Engineer Templates

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

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Software Test Engineer Templates

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

1. Test Plan Template
2. Test Case Template
3. Test Execution Report Template
4. Defect Report Template
5. Test Summary Report Template
6. Test Metrics Template
7. Test Schedule Template
8. Test Environment Setup Template
9. Test Data Template
10. Test Automation Framework Template


Reports are often prepared by a Software Test Engineer 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. Test Execution Report
2. Defect Report
3. Test Coverage Report
4. Test Case Execution Report
5. Test Summary Report
6. Test Progress Report
7. Test Environment Report
8. Test Automation Report
9. Test Metrics Report
10. Test Stability 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 Test Engineer does and how they do it.

1. Test Plan Template
2. Test Case Template
3. Test Execution Template
4. Defect Report Template
5. Test Summary Report Template
6. Test Metrics Template
7. Test Environment Setup Template
8. Test Data Preparation Template
9. Test Automation Script Template
10. Test Closure Report Template


Software Test Engineer 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 Test Summary Report
2. Bug Tracking and Analysis Presentation
3. Test Plan Review Presentation
4. Test Execution Status Update
5. Test Automation Metrics Presentation

Legal Docs

There are several key times when a Software Test Engineer 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. End User License Agreement (EULA)
5. Data Protection and Privacy Policy

Health & Safety Templates

Health & Safety templates for a Software Test Engineer 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 Response Plan Template
5. Health and Safety Training Record Template


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

1. Release Calendar
2. Test Execution Calendar
3. Bug Tracking Calendar
4. Meeting Calendar
5. Training Calendar

Invoice Templates

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

1. Monthly Testing Services Invoice
2. Bug Fixing and Troubleshooting Invoice
3. Test Automation Services Invoice
4. Performance Testing Invoice
5. User Acceptance Testing Invoice

Survey Templates

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

1. User Experience Survey: This survey template is used to gather feedback from users on the usability and functionality of the software being tested.
2. Bug Report Survey: This survey template is used to collect information on any bugs or issues encountered during testing.
3. Performance Testing Survey: This survey template is used to measure the performance of the software being tested and identify any areas for improvement.
4. Compatibility Testing Survey: This survey template is used to ensure that the software being tested is compatible with different operating systems, browsers, and devices.
5. Regression Testing Survey: This survey template is used to ensure that any changes or updates to the software have not caused any unintended issues or bugs

Meeting Agendas

Having premade Software Test Engineer 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 Test Planning Meeting
2. Weekly Bug Triage Meeting
3. Bi-weekly Test Execution Review Meeting
4. Monthly Test Metrics Review Meeting
5. Quarterly Test Strategy Meeting

Budget Templates

To manage finances well, a Software Test Engineer would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Income and Savings Budget Template
3. Project Budget Template
4. Travel and Entertainment Budget Template
5. Training and Development Budget Template


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

1. Test Coverage Dashboard
2. Defect Trend Dashboard
3. Test Execution Dashboard
4. Test Case Pass/Fail Dashboard
5. Test Environment Dashboard

Proposal Templates

For bidding or requesting work, a Software Test Engineer 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. Monthly Test Plan Proposal
2. Test Case Development Proposal
3. Test Execution and Reporting Proposal
4. Test Automation Proposal
5. Continuous Improvement 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 Test Engineer 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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