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

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideGuide Video scriptScript Test checklistChecklist

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

0 of 4 ticked · remembered in this browser

Preconditions

Three layouts including one unused.

Steps

1. EditDo: In Settings → Layouts click Edit on a layout. Change pages as in the report editor. Click "Preview" to check a page.Expect: Changes autosave.Actual:
2. DuplicateDo: Back in the list, click Duplicate (also in the ⋮ menu). Rename the copy in Layout Settings.Expect: A new layout appears.Actual:
3. DeleteDo: Click Delete on a layout you no longer use and confirm.Expect: 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.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

Related lessons

Layouts explained and the default layout

What a layout holds, how the default layout is chosen, the difference between My Layouts and Shared Layouts, and the plan limits.

Proposals & quotesBeginner5 min

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.

Proposals & quotesIntermediate8 min

Finished this lesson?