Templates
complete
Geoff Mina
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.
Geoff Mina
Geoff Mina
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
Dano Qualls
under review
L
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.