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Free templates · Interior and design-and-build firms

Free interior design templates for every stage of a project

These free interior design templates cover a project from first enquiry to handover: client brief, site visit, quotation, BOQ, kitchen quote, agreement, payment schedule, GST invoice, timeline, daily site report, purchase order, change order, snag list and handover. Each one has a ready table you can copy into Excel or Google Sheets, with notes on every field and common mistakes. They are written for interior and design-and-build firms in India.

On this page

  1. Before the project: brief and site visit
  2. Selling the project: quotation, BOQ and proposal
  3. Signing the project: agreement and payments
  4. Running the project: timeline, site and purchase
  5. Closing the project: snags and handover
  6. How to use these templates well
  7. When spreadsheets stop being enough

Before the project: brief and site visit

Good projects start with a written brief and accurate measurements. Most later disputes trace back to something that was never asked or never measured.

Selling the project: quotation, BOQ and proposal

A clear quote wins trust because the client can see what they are paying for. These formats keep specifications exact and rates consistent.

Signing the project: agreement and payments

Running the project: timeline, site and purchase

Closing the project: snags and handover

How to use these templates well

  1. Copy each table into one workbook per project, one tab per template.
  2. Keep a single rate card tab and pull rates into quotes and BOQs so prices never drift.
  3. Number everything: quotes, change orders, invoices, POs and snags. Numbers make documents easy to refer to on WhatsApp.
  4. Save each approved version as a PDF in the project folder.
  5. Review your templates every few projects and add the rows you keep writing by hand.

When spreadsheets stop being enough

Templates work well for a few projects at a time. As a firm grows, the same data gets retyped across a dozen sheets, and nobody knows which version is current.

The D&B Operating System, built by BRANDSWOT Consultancy, puts leads, site visits, designs, quotations, agreements, projects, site updates and payments in one system on your own domain. It is in early access, with pricing on request. Keep using these templates either way: they are free.

Questions people ask

What should an interior design quotation include?

It should include your firm and client details, a quote number and date, room-wise items with specification, unit, quantity, rate and amount, design fees, GST, exclusions, payment schedule, timeline and validity. The specification column matters most, because it decides what the client is comparing. Add a validity date so old rates do not become a promise.

What is an interior design proposal template?

It is the document you send before or with the quotation to explain your approach. It usually covers your understanding of the brief, design scope and stages, deliverables such as drawings and 3D views, timeline, fee, payment terms and what happens next. The quotation then prices the execution in detail.

Which documents does an interior design firm need for each project?

At minimum, a written brief, site measurements, a quotation or BOQ, a signed agreement with a payment schedule, GST invoices, change orders, a snag list and a handover certificate. Larger projects add daily site reports, purchase orders and a timeline. Each one has a free template on this page. Keep them numbered and saved in one project folder.

Are these interior templates free to use?

Yes. Copy the tables into Excel, Google Sheets or Word and change them to suit your firm. The agreement page is a checklist, not legal advice, and GST details should be confirmed with your CA. No sign-up is needed. You may adapt them for your own firm's documents, add your logo and reuse them on every project.

Should I use Excel or Google Sheets for interior templates?

Either works. Google Sheets is easier to share with site teams and open on a phone. Excel is handy for heavy formulas and offline work. Choose one and keep all project documents in it, so data is not split across tools. Keep one master copy of each template and duplicate it for every new project, so formats stay the same.

When should a design firm move from templates to software?

When several projects run at once and the same details are retyped across quotes, invoices and site updates, or when approvals and payments get missed. That is the point where one system such as the D&B Operating System saves time. Until then, well-kept templates work.

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