My Roof CRM

Edit, duplicate and delete layouts

Change an existing layout's pages, duplicate it to make a variant, delete unused layouts, and understand what changing a layout does to existing proposals.

Intermediate 5 minOwner / manager, Office & admin staff· Last checked 2026-10-03

Video tutorial coming soon

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Layouts are copied into proposals at creation time. Editing a layout changes future proposals only; proposals already created keep their own pages. That makes editing safe, and duplicating is the way to make a repair or insurance variant.

By the end you can

  • Edit and preview a layout
  • Duplicate for a variant
  • Delete safely

Screens used

Step by step

  1. Edit/edit/layout/[layoutId]

    In Settings → Layouts click Edit on a layout. Change pages as in the report editor. Click "Preview" to check a page.

    You should see: Changes autosave.

  2. Duplicate/settings?activeTab=layouts-report

    Back in the list, click Duplicate (also in the ⋮ menu). Rename the copy in Layout Settings.

    You should see: A new layout appears.

  3. Delete/settings?activeTab=layouts-report

    Click Delete on a layout you no longer use and confirm.

    You should see: The layout disappears; existing proposals are unaffected. If you deleted the default, the next "Create proposal" promotes your oldest shared layout (or creates "Standard proposal"), so mark a new default yourself.

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Create a layout and set it as default

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