Layouts Overview
Heavy Plan Required
Multiple layouts are available on Heavy plans and above.
Layouts are pre-built quotes that make quoting faster and more consistent.
How to Edit a Layout:
- Click on the Configuration tab.
- Go to Account Settings.
- Click on Layouts.
- Click on Reports.
- Click Shared layouts to view pre-loaded layouts in your account.
- Here you can edit, duplicate or delete layouts.
- You can also set a Default layout for your account. NOTE: Light accounts only have a single layout available in quotes (the Default). Click here to modify your plan.
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You can use any of your layouts as the starting point for new quotes.
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To use your layouts in a project, select from the dropdown menu (beside "Create a new report") to create from a layout.
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Within a quote, you can change the selected layout by clicking "Choose a different layout."
Note: Changing the layout will remove any content you've added in this quote.
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Updated 9 months ago
Next, learn to use layouts in your quotes, or set up and edit layouts.