Create a layout and set it as default

Create a new layout in Settings, build its pages in the layout editor, pick its price list, and make it the default for new proposals.

Intermediate 8 minOwner / manager, Office & admin staff· Last checked 2026-10-03

Video tutorial coming soon

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Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /settings?activeTab=layouts-report, /edit/layout/[layoutId] · Guide last checked 2026-10-03

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Preconditions

Standard intro and terms text ready to paste.

Steps

1. CreateDo: In Settings → Layouts click "Create layout". In "Create New Layout" enter a Name, tick "Shared" so the team can use it, and click "Create".Expect: The layout editor opens at /edit/layout/<id> with the default seven pages.Actual:
2. Build the pagesDo: Edit the Introduction, Terms, Warranty and Authorization pages with your standard content. Add sections to Quote Details. Reorder or remove pages.Expect: Everything autosaves exactly as in a proposal.Actual:
3. Layout SettingsDo: Click "Layout Settings". Set "Layout Name" and the "Pricing" list, then save.Expect: Proposals created from this layout inherit the price list.Actual:
4. Make it defaultDo: Return to Settings → Layouts and click "MAKE DEFAULT" on your new layout.Expect: The DEFAULT badge moves.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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