Please submit a new document modification request through our Chatbox at the bottom right of the page and select Document amends ↘️
What is the document modification service?
The document modification process allows you to update and customise your documents within your system. Our team will review your request, scope the changes, and test the functionality to meet your requirements.
What can I change within my documents?
Layout Adjustments – Change margins, spacing, font sizes, and overall formatting for a cleaner look.
Branding Updates – Add your company logo, adjust colours, and refine styling to match your brand.
Custom Fields – Include your custom fields in the documents.
Logic Adjustments – Modify conditional formatting, such as hiding certain sections unless specific criteria are met.
New Sections – New columns, terms & conditions and more!
Pricing:
Hourly rates:
GB - £99 + VAT per hour
SA - 2300 Rand per hour
USA - $130 per hour
EUR - 120 Euros per hour
AUD - 195 AUD per hour
We apply a minimum charge of one hour for all document modification requests. This initial hour covers the time required for our team to:
Review and scope your request in detail.
Assess the feasibility of the changes you're looking for.
Test to confirm if the request is possible within the system.
How does it work?
To ensure a smooth and efficient experience, we follow a clear process for all document modification requests. Here’s how it works:
1. Submit Your Request
To begin, please submit a document modification request through our Chatbox at the bottom right of the page and select "Document amends" ↘️
To help us process your request as efficiently and accurately, we ask that you provide the following information:
A clear outline of the changes you require:
A description detailing the exact modifications you would like us to make (e.g., layout adjustments, new fields, branding updates, logic, etc.)
An annotated PDF of the document with notes, comments, or highlights indicating the specific areas that need to be changed. This helps us visualise your request if it's complicated.
Export a copy of the document.txt file you would like to amend from your system.
You can locate this by navigating to: System Setup > Document Layouts > Blue Arrow > Export. This file allows us to access the document you wish to modify.
2. Identifying Scope & Confirmation
Our team will review your request and contact you to confirm the details, address any questions, and provide an estimated turnaround time based on the scope of work.
3. Quotation Provided
Once the request is fully understood, we will provide a quote outlining the expected cost for the work required.
4. Approval & Payment
If you're happy with the quote, we will request payment before proceeding. Upon receipt of payment, our team will begin the work.
5. Document Development & Testing
We aim to complete all document modifications within six weeks, although this can vary depending on the size of the request. We will:
Create the document(s) based on your request
Conduct thorough testing to ensure the document functions correctly
6. Delivery & Final Review
Once the work has been done. We will send the updated document(s) to you to review. At this stage:
You have a review period of 2 weeks to confirm that the agreed-upon changes have been made.
We can make one round of minor amendments. During this time, we are happy to accommodate minor alterations—such as colour changes, spacing refinements, or small layout tweaks — at no additional cost.
If your request includes larger modifications that lie outside the original scope (e.g., structural changes, additional functionality, or new sections), you will need to submit a new document modification request. This is to ensure that any new changes/requirements are properly scoped out and quoted for, so that we meet all your requirements.
Important: If we don't hear from you for 2 weeks after the review stage. We'll close the request as we'll presume that you're happy with the documents. After this, if you need any further amendments, please raise a new request.
Configurable documents
We cannot make changes to the code within configurable documents.
These are documents that you can modify without coding. You can find them by going to the System Setup > Document Layouts > Search for configurable.
How to identify if it is a configurable document?
1. It will state in the document name “(Configurable)”
2. You will have a range of tick and text boxes when you edit the document (See below for example)