FinancePro
Last updated
Last updated
Template Link on Bubble Marketplace
The FinancePro is a SaaS boilerplate that provides developers with a versatile foundation to create for a wide range of app or professional services. With an all-inclusive landing page, FinancePro provides a strong foundation for establishing an online presence quickly and efficiently. Featuring essential pages such as Home, About, Contact, Pricing, Blog, Terms, Login, Sign Up, and an Admin Dashboard, this template ensures a comprehensive structure for your SaaS product.
Beyond its foundational setup, FinancePro stands out with built-in user authentication, offering seamless login and logout features to provide a professional experience for both administrators and users. The Admin Dashboard, equipped with an intuitive CMS, for dynamic management and content, making it simple to scale and adapt your app as needed.
Ideal for startups, developers, and entrepreneurs, FinancePro accelerates your journey from concept to deployment. By addressing both technical and design challenges, it frees you to allocate your resources towards building the essential functionalities of your application, such as budgeting, expense tracking, and offering smart saving tips or others functionalities the your app niche.
This template can easily be adapted to suit various SaaS app needs. By simplifying the technical and design challenges, this template allows you to allocate time and resources to building the core functionalities of your application.
Harnessing a responsive design, FinancePro ensures that your app provides a stellar user experience on any device. Whether you're launching a new product or enhancing an existing one, this template equips you with all the tools necessary to establish a strong, trustworthy brand and promote wellness among your users.
Flexible Page Structure:
Includes essential pages such as Home, About, Pricing, Contact, Blog, Privacy, Terms, Login, Sign up and Admin Dashboard. These pages can be customized to align with different application and industries.
Powerful Admin Dashboard:
A comprehensive admin panel allows efficient management of blogpost, questions (FAQ), pages, testimonials and other critical data, simplifying operational workflows.
Developer-Friendly Design:
Built with usability in mind, the template lets developers focus on adding functionality while offering a polished, ready-to-use interface.
Modern and Adaptable Design:
The clean and professional aesthetic ensures compatibility with a variety of applications.
Customizability:
Easily modified to match your brand's unique identity, making it an ideal starting point for diverse applications.
Home: A visually striking homepage to showcase your product or service.
Admin: Manage data and content dynamically, fully integrated CMS.
Dashboard: Where your customer will have access to all the features of the application.
About: Highlight your brand story and mission effectively.
Pricing: Present your pricing plans in a clean and intuitive layout.
Blog: Engage users with articles and updates, complete with CMS integration.
Contact: Allow seamless communication with a dynamic contact form.
Page: Display terms, privacy policies, and other legal information effortlessly.
⚡Why Choose FinancePro Template?
Time-Saving: Get started immediately with a pre-built, fully functional structure.
Customizable: Easily adapt the design to suit your branding and app needs.
User-Focused Design: Ensure your audience has a seamless experience on every page.
Important note: After purchasing this template and customizing it, be sure that you had a chance to learn how to set up data security.
Check all privacy settings by the following link before launch: Bubble Privacy
Since access to objects differs in each application and is unique for each case, ensure you have established all the privacy rules.
This template is not the final product. Any part of the application can be modified for different needs.
This guide is the beginning of the documentation with the built-in Notes for the database. Will help you gain a better understanding of how the template and Bubble works.
After purchasing or adding a template to your account, you will see a drop-down menu in the pop-up after clicking the "Create an app" button that allows you to choose a template as the basis for your new app.
☝ Note: This can only be done when you create a new app.
After selecting a template you purchased or added to your account, fill in the other fields with the required data and press "Get started".
💡Tip: A template is not a theme for your app, but a pre-built set of design elements and workflows. You can modify the template as you would modify any other app.
Wait for Bubble to load the application with all the data. After the application has loaded, you'll see the Bubble assistant on the left side for New Application. You can close it or follow the assistant steps to adjust different settings. Now you're ready to go and dive into Bubble no-code development toolset.
☝Important note: To ensure the design and structure of our template in the demo preview, some conditions are required to maintain the integrity of the template. Please follow the guidelines below to remove them. This will not affect the functionality of your template.
This template contains demo accounts and demo buttons for testing purposes, which do not require a full sign-up process to test the platform's features. Feel free to exclude these login options in your app.
💡Tip: Please note that deleting the demo buttons will delete the button workflows as well. Removing these demo options doesn't affect any other aspect of the template.
To delete the demo buttons, follow these instructions:
On the login page, find the "Demo Button" in element tree and delete it.
Please, follow the guidelines below:
Admin page > Popup Update > Buttons Change/Delete:
On the admin page, find the "Popup Update" in element tree.
Follow the sequence: Popup Update > Content > Avatar > Buttons Change/Delete.
On the two buttons "Change Avatar" and "Delete Avatar" remove the conditional:
"This button is hovered and Current User's Demo is yes".
Admin page > Popup Update > Buttons Group:
On the admin page, find the "Popup Update" in element tree.
Follow the sequence: Popup Update > Content > Buttons Group.
On the button "Update" remove the conditional:
"This button is hovered and Current User's Demo is yes".
Dashboard page > Popup Update > Buttons Change/Delete:
On the dashboard page, find the "Popup Update" in element tree.
Follow the sequence: Popup Update > Content > Avatar > Buttons Change/Delete.
On the two buttons "Change Avatar" and "Delete Avatar" remove the conditional:
"This button is hovered and Current User's Demo is yes".
Dashboard page > Popup Update > Buttons Group:
On the dashboard page, find the "Popup Update" in element tree.
Follow the sequence: Popup Update > Content > Buttons Group.
On the button "Update" remove the conditional:
"This button is hovered and Current User's Demo is yes".
Please, follow the guidelines below:
On the Admin page, in the workflow tab, find the workflows that have conditional:
Only when: "admin's active...Creation Date > Arbitrary date/time"
Only when: "Parent group's...Creation Date > Arbitrary date/time"
This conditional was used so that the contents of the database created for demo were not removed or modified, to maintain the integrity of the live demo.
💡Remember that all data in the database is dummy for demo purposes.
This is the main page of the template, to showcase your product or service.
☝ All images and text are displayed for demonstration purposes and can be changed directly on the page.
(with exception: repeating groups and reusable elements)
This is a page for users to reset their passwords when a change is requested.
This is a page for 404 redirect errors, informing a user that the web page he or she is looking for cannot be found.
This page displays a description of the website's product or service.
This page contains detailed information about a product/service pricing.
This page contains the Contact Us form.
This page contains the blog posts.
This page contains detailed information about the post. It displays images, title, and detailed content.
This page displays the application terms of use.
This page displays the application privacy policy.
This page manages data and content, such as: testimonials, questions (FAQ), blog posts and pages integrated into the database. CRUD actions: Create, Read, Update, Delete.
This page your customer will have access to all the features of the application.
This reusable element is the footer of app. It contains page links, logo, and social links.
This reusable element is the header and includes the mobile navigation. It contains logo, buttons and navigation links.
This reusable element is the CTA of app. It contains an call to action.
This reusable element is the blog card used to display blog posts.
This reusable element is the testimonial card used to display customer testimonials.
This reusable element is the question card used to display questions and answers.
This reusable element is the general pop-up used to display information to customers.
Logo: this reusable element is the logo and does not contain any workflow actions.
Logo Light/Logo Dark: this reusable element is the logo and contain an navigation workflow action for index page.
Highlighting the workflow with color is a great way to separate actions in essence and significance. Below is the Gloria UI standard for the use of colors with a detailed explanation.
The standards below are for informational purposes only. Any discrepancy is not related to the functionality of the application.
Gray - All other actions.
Blue - The actions taking place on our screen do not utilize the application's resources. For instance, when an element is clicked and a popup is opened or closed.
Red - This action involves deleting or resetting values. For instance, "Delete a thing or a list of things," as well as "Reset a group" and "Reset inputs."
Green - These actions involve creating or modifying entries in the database. For example, "Create a new Thing," "Make changes to a thing or a list of things," as well as "Copy a list of things," and so on.
Orange - Actions related to your navigation. For example, "Navigate to a page," or "Do when a condition is true" – when you use specific values for checking, such as "When the current user is logged in," and so on.
Purple - The significance of this color is determined by the developer themselves, as it is done due to the fact that everyone has their own approach to development.
Cyan - Actions utilizing Custom Events – lengthy tasks that involve the creation, modification, deletion, and plugins within a single comprehensive workflow as steps.
Brown - Custom workflow, API workflow, and similar tasks.
The database contains information for demonstration purposes only.
This type of data stores information related to the user.
First Name
text
Stores the user first name
Last Name
text
Stores the user first namee
Avatar
image
Stores the user image
Demo
yes/no
Stores the user type (yes/no user demo)
Role
Role (options sets)
Stores the user type (Admin/Customer)
This type of data is used to stores customer testimonials.
First name
text
Stores the customer first name
Last name
text
Stores the customer last name
Avatar
image
Stores the customer image
Profession
text
Stores the customer profession
Small-quote
text
Stores the short testimonial
Content
text
Stores the content testimonial
This type of data is used to stores the blog post.
Title
text
Stores the blog post title
Meta Description
text
Stores the blog post meta description
Content
text
Stores the blog post content
Image
image
Stores the blog post image
This type of data is used to stores the pages.
Title
text
Stores the of legal terms name
Content
text
Stores the of legal terms content
This type of data is used to store question and answer.
Question
text
Stores the of question
Answer
text
Stores the of answer
Category
Question category (options set)
Stores the of question category
💡Tip: The data type has the following fields: Email, Modified Date, Created Date, and Slug. These fields' values can be used in workflows, conditional, etc. To learn more, see the Bubble manual
This option sets contains the type of the user.
Admin
Customer
This option sets contains category for question and answer
Plan
General question
The template is sold as is.
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