Custom templates
Custom templates built to be handed to other people
A template you build for yourself and a template you hand to a hundred strangers are different products.
Anything that will be copied and used by people who did not build it needs defences: protected formula ranges, validated inputs, clear instruction sheets, sensible defaults, and error messages that say what to do rather than showing #VALUE!. Without those, every copy becomes a support request.
We build templates as products — for internal distribution across a team, for client delivery under your brand, or to sell. That includes the unglamorous parts: a version number, a changelog tab, and a structure that lets you ship an update without every user losing their data.
You probably recognise at least one of these
- A template that breaks the first time a colleague uses it
- Users overwriting formulas with typed numbers
- No way to update a template that fifty people have already copied
- Instructions living in an email rather than in the file
- Branding applied inconsistently across a set of client-facing files
What you get
- Protected structure with clearly marked input cells only
- Input validation and human-readable error handling
- Instructions tab and inline notes written for a first-time user
- Version number and changelog, with an update path that preserves user data
- Your branding applied consistently, print and PDF layouts checked
How the engagement runs
Define the user
Who copies this, what they know, and what they will try to type where they shouldn't.
Fixed quote
Scope, price, date.
Build and user-test
Tested by someone who did not build it, which is the only test that counts.
Package
Distribution copy, instructions and update notes.
Questions we get asked
Do we own the template?
Can you match our brand?
Can you update templates we already distributed?
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Work of this kind
Tell us what it needs to do
Share the file or describe the outcome. We reply with scope, price and a delivery date.
Get a fixed quote