Templates | Voters

Templates

complete

Noelle Andrews

Adding in templates for contracts, questionnaires, invoices, projects, deliverables etc.

March 2, 2021

Geoff Mina

marked this post as

complete

Proposal and Project Templates are now in production. This is a "Pro" Tier feature and can be explored at https://create.hecticapp.com/templates/packages.

Geoff Mina

Merged in a post:

Proposals: Duplicate deliverable line item

Matt Wright

I would like to re-use deliverable line items across deliverable blocks without having to manually re-create them. This will allow me to easily create packages that clients can choose between, and I can add line items to multiple packages to create a tiered offering.

March 2, 2022

Geoff Mina

Merged in a post:

Duplicate Project Deliverables

Micah DeYoung

For example I’m hiring a copywriter to write YouTube descriptions, each episode has the same deliverables just different due dates.

February 21, 2022

Geoff Mina

marked this post as

in progress

Adam Helm

I would love to be able to make contract templates (fixed rate vs. consulting for example) that can then autofill with the relevant info (I can set fields) like the standard contract does. Maybe even put a field in the contract templates that Hectic will know to pull the relevant information. Sort of like merge fields from Salesforce.

Dano Qualls

Merged in a post:

Proposals: duplicate blocks

Matt Wright

I want the ability to duplicate a deliverable block so I can edit without having to create from scratch

November 11, 2021

Dano Qualls

marked this post as

under review

Laura Townsend

Also, "templates" for Projects, Deliverables, & Task Lists. I do similar projects for different clients. It would be nice to be able to save any of the above to reuse for future clients.

e.g. I click to add a new deliverable, I get option of "new" or "New from Template." Once I'm in it, I can edit it any way I want. Then, have a button to "save as template" from inside a project, deliverable, or task list.