Using Layouts

Use custom or pre-loaded layouts to create your proposals.

How to use layouts:

  1. On your home “Projects” page, click on any project you have started.
  2. On the project page, go to "Create New Report" on the top right-hand corner of the screen and click on the arrow beside it.
  3. A drop down will appear, click on “Create from layout”.
  4. Select the layout you wish to use for the quote by clicking the green checkmark.
  5. This will create a layout, and you’ll notice many of the sections are pre-populated with information that was input when the layout was built.


Personalize the quote to the customer by editing the sections that require editing such as the quote details and authorization page.