Architects and interior designers templates
Client briefs, fee proposals, design reviews, site visits and project notes for architects and interior designers. 24 free templates, 8 of them longer notes. Open one to fill in the blanks and copy it.
Client messages
From brief to handover.
- Discovery call follow-up Snippet After first call. Hi [Client], Thank you for telling me about your plans for [Project]. Next, I will prepare a fee proposal…
- Fee proposal email Snippet Send fees. Hi [Client], Attached is our fee proposal for [Project]: [Fee] across [Stages]. It includes [Included] and…
- Design presentation invite Snippet Show concepts. Hi [Client], We are ready to present initial concepts for [Project]. Could we meet on [today]? It takes…
- Design feedback request Snippet After presenting. Hi [Client], Thank you for your time today. Please send any thoughts on the concepts by [in 7 days],…
- Planning submitted Snippet Application sent. Hi [Client], We submitted the planning application for [Project] on [today], reference [Reference]. A…
- Site visit report Snippet After a visit. Hi [Client], Notes from today's site visit: - Actions: [Actions].
- Contractor tender Snippet Invite to tender. Dear [Contractor], We invite you to tender for [Project]. Documents: [Link]. Tenders due by [Deadline]. Site…
- Sourcing update Snippet Interior design sourcing. Hi [Client], Here are the options for [Item]: 1. 2. 3. Lead times vary; I recommend deciding by [in 5 days].
- Budget alert design Snippet Costs rising. Hi [Client], The quotes for [Item] came in at [Quote], above our allowance of [Allowance]. Options: [Options].
- Handover Snippet Project complete. Hi [Client], Congratulations, [Project] is complete! Attached: warranties, manuals and the snagging record.…
Design notes
Briefs and schedules.
- Client brief Note Project brief. Client: [Client] Property: [Address] Budget: [Budget] Goals Rooms Must-haves Style Timeline
- Room schedule Note Finishes by room. Room: [Room] | Element | Spec | Supplier | Cost | | | | | | | Floor | | | | | Walls | | | | | Lighting | | | |
- FF&E list Note Furniture and fittings. | Item | Room | Supplier | Qty | Cost | Ordered | | | | | | | | | | | | | | [ ] |
- Site visit notes Note Record a visit. Date: [today] Present: [Present] Progress Issues Photos Actions - [ ]
- Design review checklist Note Before issuing drawings. - [ ] Dimensions checked - [ ] Building regs - [ ] Accessibility - [ ] Structural coordination - [ ]…
- Mood and material board Note Palette. Colours Materials Furniture references Lighting
Project stages
Messages through a project.
- Fee proposal Snippet Scope and fee. Dear [Name], Thank you for meeting us about [Project]. Our fee for stages [Stages] is [Fee], paid [Terms].…
- Site visit booking Snippet Survey. Could we visit [Address] on [today] at [time now] to measure up? It takes about [Hours] hours.
- Concept presentation invite Snippet Design review. We are ready to show you the concept design. Are you free on [today]? Bring anyone who has a say in the…
- Change request cost Snippet Scope change. The change to [Change] affects drawings already issued. The extra fee is [Fee] and adds about [Days] days.…
- Contractor tender invite Snippet Tendering. We invite you to tender for [Project]. Drawings and specification are attached. Tenders are due [today].
- Material samples Snippet Selections. We have sent samples of [Materials]. Please let us know your favourites by [today] so we can order in time.
Studio notes
Design notes.