Templates is a pro-tier feature.
A new prospect wants to know what you offer and what it costs. A client wants to work with you on a new project. Be ready at a moment's notice with an agreement template already filled with the work you do the most and the rates you offer.
Create a new agreement template
The easiest way to create an agreement template is from an existing agreement. Navigate to the agreement (quote, proposal, contract) you want (client>agreements). Click the 3 dots in the upper right corner and choose "Create template."
Start a new agreement template from scratch by opening templates in the left navigation (pro tools > templates > agreements). Then click "Create new" in the upper right corner.
Name your agreement template in the upper left header to make it easy to remember.
All fields are editable simply by clicking them. Add the name of the project and it's deliverables. Then click "Setup fees" to choose your fee type (hourly, fixed price, retainer, per item) and the amount you'll be paid. Optionally, add your hour estimate. Read more about creating agreements here.
Agreement templates allow you to use client tokens anywhere in the template. This can be useful if you have a custom contract - or simply want to reference the client name throughout the agreement. The list of available tokens is:
Pro-tip: If you bill by retainer, Hectic allows you to add in an overage payment amount based on the number of hours over your retainer that you track. This is set in the projects settings which can be accessed by hovering over a project name and clicking the edit icon.
When you add deliverables to this project, they can be automatically added to project management once the proposal is a fully executed contract. (Toggle this setting in Settings>Preferences>Proposals.)
You can allow your clients to choose one or multiple packages. Choose to add contract terms and/or legal terms. Your proposal template will auto save with each change. When you're done, you can save, close, or send a proposal with your new template by clicking the 3 dots in the upper right corner.
You can create a new template or overwrite an existing template.
Using proposal templates
To send a proposal from templates, simply navigate to the client you want to send a proposal to (or create a new one) and click on the proposals tab. Choose "+ New proposal" and then "Start from your library." Choose the template you want and select "Use it."
You'll be able to edit your proposal before sending it. Make this process even easier by creating deliverable packages.