Implementation services
Your template, configured for the way your business works
Our specialists install, extend and integrate TemplateIt templates in your account. Every engagement is scoped up front and delivered at a fixed price.
Engagement options
Choose the level of support you need
Setup
Template installed and validated in your account, exactly as documented.
- Installation and configuration
- Sample data or your own import
- Handover call with your team
Most requested
Customize
The template adapted to your process, data model and reporting needs.
- Everything in Setup
- Custom fields, pipelines and layouts
- Automations, email templates and dashboards
Build & integrate
A tailored solution built on the template and connected to your stack.
- Everything in Customize
- Integrations and custom scripts
- Data migration, training and documentation
How we work
A clear, four-stage delivery process
Discovery
A short call to understand your process, data and goals, and to confirm the right template.
Fixed-price proposal
A written scope, timeline and price. No hourly billing and no surprises.
Build and test
We configure and extend the template in your account and test it against your scenarios.
Handover
Documentation, team training and a support window after go-live.
Request a quote
Tell us about your project
Share a few details and a specialist will reply with next steps, usually within one business day.
- Response within one business day
- Fixed-price proposal before any work starts
- Your data stays in your own account
Frequently asked questions
Do I need to buy a template first?
No. Every template is free to download. Implementation services are optional and quoted separately.
Which platform editions do you support?
Each template lists its required edition or plan. We confirm compatibility with your account during discovery.
Can you work with a template that is not in the library?
Yes. We can build a custom solution for any supported platform, or adapt an existing template to a new use case.
How is pricing calculated?
After discovery we send a fixed-price proposal based on the agreed scope. You only pay for what is in the proposal.