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

Request a template change