Template Library

Add several different templates to easily create digital business cards/ info landing pages.

Can you PLEASE modernise the website templates? Compared to WIX.com they look really outdated.

The ability to preview surveys and quizzes is really clunky. There should be no reason to have to submit a quiz or survey just to preview the whole thing. It also forces users to add the quiz or survey to their account first, which then auto-creates custom fields. For more novice or low-tech users, the fact that fields are being auto-created is not obvious. That causes confusion later when users think someone else added things to their account, not realizing they did it themselves when they loaded the template. A better experience would be: Full Preview Layout Instead of requiring users to fill out the quiz or survey to see what is in it, show a screenshot or static view of the full layout and all questions in one glance. Custom Field List In the preview screen, add a sidebar or panel that lists every custom field the template will create when loaded. This helps with documentation and gives users exact visibility into what is being added to their account. Custom Field Creation Warning Add a popup that gives a clear heads up: loading this template will auto-generate custom fields in the account. So many other actions already have confirmation popups; this one should too. Dedicated Field Folders When you create a custom field directly in a form, survey, or quiz builder, the system auto-groups it into a folder labeled by that item. But template-loaded fields all dump into Additional Info. That makes it unnecessarily time-consuming to find and manage the fields that were created. Template fields should load into their own dedicated folder instead.

Every time we want to add or change a colour we have to type in each individual hex or colour code. Even the ones, we use in every single template. There is no way (or at least that I can see) to be able to pre-set then quickly use our brand colours when creating templates. It takes so much unnecessary time when every other CRM I've worked on has this as standard. Every time we need to change a colour, our pre-set brand colours should come up as a speedy click option, then the chance to add any other colour viz the colour wheel, or by typing in the hex.

Ability to Hide a Category for everyone and only enable it for a few (Premium) clients. The current restriction is Categories hidden at Agency Level cant be enabled at subaccount level. This is a nightmare if we have 1K+ subaccounts and only want 100 of them to have access to this premium category.

Add the ability to sort templates in email template folders instead of have them just sort by last updated

It would be great if you could create a painting contractor (painter) website template and snapshot at some point.

Give us the ability to mass archive/delete templates.

It seems to me that if a template is meant to be accessible to the agency that the template should have an option to utilize/implement directly from the template library. Currently there is only Hide and Preview. In this instance I found a template that would be helpful, could not do anything but preview it, went to the subaccount where I could not find it at all-- the template does not specify whether it is a funnel or website, so I looked in both locations. This was colossal waste of time and effort. If the template library is for viewing only and is not functional in any way and the templates are not available anywhere else then it doesn't need to be there. ( I did have your support team look and confirm that the templates I found in the library were not available anywhere and were just "looky but no touchy" templates.

Can we get some templates created for IT Services?