Heavy Plan Required
Multiple layouts are available on Heavy plans and above.
Layouts are pre-built reports that make quoting faster and more consistent.
- Go to Configuration > Account Settings > Layouts > Reports
- Click on Shared Layouts to view pre-loaded layouts in your account.
- Here you can edit, duplicate or delete layouts by selecting one of the icons shown to the right of your layout.
- You can set which layout you want to be the Default for your account.
Light accounts only have a single layout available to use for quotes, this is the default.
Updated about 2 months ago