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:

  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. Here you can edit, duplicate or delete layouts.
  7. You can also set a Default layout for your account.
  8. NOTE: Light accounts only have a single layout available in quotes (the Default). Click here to modify your plan.


You can use any of your layouts as the starting point for new quotes.



To use your layouts in a project, select from the dropdown menu (beside "Create a new report") to create from a layout.



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.



What’s Next

Next, learn to use layouts in your quotes, or set up and edit layouts.