Create a New Layout

Build a Custom Document Layout

Creating a new Layout allows you to design a master template for your quotes, proposals, or reports. You can start fresh or build upon an existing design.

How to Create a Layout

Follow these steps to build a new Layout from the ground up:

1. Navigate to Configuration > Account Settings.
2. Click the Create Layout button, usually located in the top-right corner.
3. In the dialog box that appears:
   • Enter a descriptive Name for your layout (e.g., "Residential Roofing Proposal").
4. You will now enter the Layout Editor. Here you can add, remove, and design all the pages (like cover pages, quote details, terms) that will make up your document.

Key Points and Pro Tips

Pro Tip: Duplicate to Save Time Creating a layout from scratch requires significant setup. Duplicating an existing layout that you already like is much faster. Find a similar layout in your list, use the duplicate function, and then simply rename and modify the copy.