How to Edit Layouts

How To Edit A Layout:

  1. Click on the Configuration tab.
  2. Go to Account Settings.
  3. Click on Layouts.
  4. Click on Reports.
  5. Click Shared Layouts to view pre-loaded layouts in your account.
  6. Click the edit (pencil) icon next to the layout you would like to edit.
  7. Make any changes within this layout, and then click Publish. All changes made here will now be shown anytime this layout is used.

PRO TIP:

Using the templates and PDFs in your SumoQuote account is an extremely fast way to build or edit the perfect layout in minutes.

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