Layouts Overview


Heavy Plan Required

Multiple layouts are available on Heavy plans.

Layouts are pre-built reports that make quoting faster and more consistent.

Edit a Layout

  1. Go to Configuration > Account Settings > Layouts > Reports
  2. Click on Shared Layouts to view pre-loaded layouts in your account.
  3. Here you can edit, duplicate or delete layouts by selecting one of the icons shown to the right of your layout.
  4. 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.

Click here to modify your plan

Whatโ€™s Next

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