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 already in your account.
  6. Click the 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 be shown anytime this layout is used from now on.

TIP:

Using the templates and pdf's you have already added into SumoQuote to build and edit a layout is an extremely fast way to create the perfect layout in minutes.

Need help getting set up?


Did this page help you?