Layouts Overview

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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.

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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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What’s Next

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

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