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Agency - Pre-configured Plan Templates

Features

Allow us to create plan templates to speed up client setup. Instead of manually setting limits for each new client, we'll pre-define our plans (Starter, Professional, Enterprise) once with all their settings.

Then when creating a client project, just select the plan from a dropdown and all limits will auto-apply. we can still customize per client if needed.

Posted by NAG OC ·
1 comment

Comments1

  • Ben Golden

    •

    Dec 1, 2025

    FYI - we created a project “template” for this, so it copies over each (most) of the settings from project to project based on the template plan - aka your starter, professional, enterprise. Taking it a step further, we created an “Internal” Space so these don’t show up in your drop down alongside customer projects. Hope this helps if just a bit!