Tool Designer Templates

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

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Tool Designer Templates

There is a huge number of templates that someone in the Tool 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 Tool 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 Specification Template
2. Bill of Materials Template
3. Engineering Change Order Template
4. Prototype Testing Report Template
5. Cost Estimation Template
6. Project Timeline Template
7. Material Selection Template
8. Quality Control Checklist Template
9. Supplier Evaluation Template
10. Design Review Meeting Agenda Template


Reports are often prepared by a Tool 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. Monthly Sales Report
2. Production Efficiency Report
3. Quality Control Report
4. Inventory Management Report
5. Cost Analysis Report
6. Project Progress Report
7. Customer Satisfaction Report
8. Supplier Performance Report
9. Tooling Maintenance Report
10. Research and Development 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 Tool Designer does and how they do it.

1. Design Review SOP
2. CAD Modeling SOP
3. Prototype Development SOP
4. Material Selection SOP
5. Manufacturing Process SOP
6. Quality Control SOP
7. Tool Testing SOP
8. Documentation and Reporting SOP
9. Tool Maintenance SOP
10. Continuous Improvement SOP


Tool 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. Project Progress Report Template
2. Design Review Presentation Template
3. Cost Analysis Presentation Template
4. Product Development Update Template
5. Tooling Design Proposal Template

Legal Docs

There are several key times when a Tool 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 (NDA)
2. Intellectual Property Assignment Agreement
3. Employment Contract
4. Confidentiality Agreement
5. License Agreement

Health & Safety Templates

Health & Safety templates for a Tool 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 Response Plan Template
5. Personal Protective Equipment (PPE) Assessment Template


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

1. Project Timeline Calendar
2. Production Schedule Calendar
3. Design Review Calendar
4. Meeting and Conference Calendar
5. Task and Deadline Calendar

Invoice Templates

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

1. Monthly Design Services Invoice
2. Prototype Development Invoice
3. Tooling Manufacturing Invoice
4. Engineering Consultation Invoice
5. Project Management Invoice

Survey Templates

For a Tool Designer to get insights related to the work they do, they need to send out Tool 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. Employee Engagement Survey
5. Supplier Evaluation Survey

Meeting Agendas

Having premade Tool 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. Design Review Meeting
2. Project Planning Meeting
3. Progress Update Meeting
4. Supplier Evaluation Meeting
5. Team Collaboration Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income Tracking Template
3. Project Budget Template
4. Savings and Investment Tracker Template
5. Annual Budget Template


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

1. Sales Performance Dashboard
2. Project Management Dashboard
3. Quality Control Dashboard
4. Inventory Management Dashboard
5. Cost Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Tool 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. Design Proposal for New Tool Development
2. Cost Analysis Proposal for Tool Production
3. Quality Control Proposal for Tool Manufacturing
4. Maintenance Proposal for Tool Upkeep
5. Improvement Proposal for Existing Tool Design

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 Tool 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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