Uptick template customisation process
Put your best foot forward with beautiful customer report templates
Uptick templates are fully customisable and incredibly flexible, allowing you to present the information you or your customers want, how you want. You can edit your own templates (with simple HTML and CSS in the template editor) or Uptick offers paid template customisation services:
Our template customisation process:
1. Request a quote
Fill in the form below and provide a comprehensive marked-up example or mock-up of the report you want to create or modify. We'll provide a quote per the below schedule of rates.
2. Delivered within 7-28 days
Once approved, you’ll receive an invoice and our template team will build the report and contact you if they need any more information. You'll receive updates as your template progresses through the queue.
3. One round of changes
Some customisation options allow for iterations. So, once you've gone live with the report you can request a round of changes to polish or refine the changes that we’ve made. Note: new changes should not be introduced at this stage.
Uptick standard templates
Templates available in the standard library are available to all customers. Headers and footers on our standard templates will be customised to match your company brand during your onboarding.
Uptick template pricing
|Estimated hours||Time allowed for completion||Allowed iterations after completion||Price*|
New template (complex)
|> 8hrs||10 business days||2||$3,000|
New template (basic)
|< 8hrs||10 business days||2||$1,500|
Existing template change (complex)
|4-6hrs||10 business days||1||$750|
Existing template change (basic)
|< 3hrs||10 business days||0||$299|
Existing template change (minimal)
|< 15min||30 days||0||FREE|
*Pricing excludes GST