Window Decorator Templates

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

Need one of these templates? Request for it to be built by one of our experts.

Window Decorator Templates

There is a huge number of templates that someone in the Window Decorator 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 Window Decorator. 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 Proposal Template
2. Client Contract Template
3. Project Timeline Template
4. Budget Spreadsheet Template
5. Material Inventory Template
6. Installation Checklist Template
7. Measurement Worksheet Template
8. Supplier Contact List Template
9. Project Cost Estimation Template
10. Window Treatment Catalog Template

Reports

Reports are often prepared by a Window Decorator 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. Profit and Loss Report
4. Customer Satisfaction Report
5. Production Efficiency Report
6. Marketing Campaign Report
7. Trend Analysis Report
8. Cost Analysis Report
9. Supplier Performance Report
10. Employee Performance 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 Window Decorator does and how they do it.

Presentations

Window Decorator 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. “Seasonal Trends”
2. “Color Palette Inspiration”
3. “Creative Window Display Ideas”
4. “Client Showcase”
5. “Visual Merchandising Techniques

Legal Docs

There are several key times when a Window Decorator 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. Client Agreement Template
2. Non-Disclosure Agreement Template
3. Purchase Order Template
4. Invoice Template
5. Liability Waiver Template

Health & Safety Templates

Health & Safety templates for a Window Decorator 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 Evacuation Plan Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

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

1. Monthly Design Calendar
2. Installation Schedule Calendar
3. Client Meeting Calendar
4. Product Ordering Calendar
5. Marketing and Promotions Calendar

Invoice Templates

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

1. Client Invoice: This invoice is used to bill clients for the window decorating services provided each month.
2. Supplier Invoice: This invoice is used to track and pay suppliers for materials and products used in the window decorating projects.
3. Rental Invoice: This invoice is used to bill clients for any rental equipment or furniture used in the window decorating projects.
4. Installation Invoice: This invoice is used to bill clients for the installation services provided for the window decorations.
5. Maintenance Invoice: This invoice is used to bill clients for any maintenance or repair services provided for the window decorations

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Design Preference Survey
4. Market Research Survey
5. Trend Analysis Survey

Meeting Agendas

Having premade Window Decorator 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. Supplier Meeting
4. Team Collaboration Meeting
5. Client Presentation Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Project Budget Template
3. Material and Supplies Budget
4. Marketing and Advertising Budget
5. Travel and Transportation Budget

Dashboards

Dashboards are a useful way for a Window Decorator 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. Customer Satisfaction Dashboard
4. Project Progress Dashboard
5. Marketing Campaign Dashboard

Proposal Templates

For bidding or requesting work, a Window Decorator 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 Window Display Proposal
2. Seasonal Theme Proposal
3. Storefront Renovation Proposal
4. Custom Window Treatment Proposal
5. Special Event Window Decor 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 Window Decorator 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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