Professional Services: Custom Forms and Reports

Our team can customize and edit reports and forms to meet your specific needs for a flat hourly rate. This document outlines the pricing and what you can expect from this service.

Pricing

Studio Designer charges $125 per hour for customizing forms and reports. 


Service Outline 

A form is typically a client or vendor-facing document such as a proposal, invoice, purchase order, tear sheet, spec sheet, or RFQ. The extent of the content displayed, as well as the look of the form itself, depends on how the .docx template is coded. There are endless possibilities on how to display this data—that's where we come in. Our team of experts can help tailor your forms to be as unique as your business.

A report contains data which is pulled in and displayed via columns and rows across a table. Commonly used reports include Project Worksheets, Payment Application Reports, Time Sheets, etc. If you find that our selection of prebuilt reports doesn't cover the scope of your needs, we've got you covered. Whether you're looking to filter down specific information, introduce additional columns into an existing report, or need an entirely custom report to display a specific dataset, our team will work with you to find a solution.

If you're interested in having Studio Designer customize a form or report for you, be sure to fill out the Professional Services request form with a mock-up of your desired report.

The form contains key questions such as:

  1. Do you have a desired font? If so, you will need to send us the TTF file.
  2. Do you want your logo to repeat on every page?
  3. Do you want your header/footer to repeat on every page?
  4. Do you want your company name and address on the document? If so, where?
  5. How do you want your document sorted or grouped?

Additional questions may follow to ensure that we're able to get as close to your vision as possible.

Once we've received your mock-up and form, our team will reach out to you regarding:

1. Whether the request is achievable as described

2. How many billable hours we estimate the customizations will take

3. How long we estimate this will take our staff to complete (total time frame for project completion)

After these key factors have been determined, our team will send out a proposal for your approval to cover the scope of the work and request a deposit. Work on the project can begin as soon as the deposit has been received.

You can expect check-ins throughout the process to ensure that our work reflects your vision. If you'd like to request any changes following drafts you might receive, we're happy to accommodate them to the best of our ability.

If additional Professional Services are needed or requested, we'll work with you to ensure you love the end result. In the case of any alterations, we'll provide an additional proposal for your approval; any payments toward newly-requested changes will be collected at the time of project completion.