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

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

GuideScriptChecklist

Rough runtime

2:50

Scenes

5

Lesson

6.12 · Proposals & quotes

File name

06-12 edit-layout-pages.mp4

Before you record

  • Three layouts including one unused.
  • Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.

Shot list

#TimeSceneScreenOn screenNarration
00:0020sIntro: Edit, duplicate and delete layouts/edit/layout/[layoutId]Title card, then the first screen of the lesson.Keeping layouts tidy: edit, duplicate, delete.
10:2045sEdit/edit/layout/[layoutId]In Settings → Layouts click Edit on a layout. Change pages as in the report editor. Click "Preview" to check a page.Edit opens the same editor. Change what you need; preview to check.
21:0545sDuplicate/settings?activeTab=layouts-reportBack in the list, click Duplicate (also in the ⋮ menu). Rename the copy in Layout Settings.Duplicate, then trim it into a repair layout: fewer pages, a different intro.
31:5045sDelete/settings?activeTab=layouts-reportClick Delete on a layout you no longer use and confirm.Delete only removes the blueprint. Proposals already made from it are untouched.
42:3515sRecap & next lesson/settings?activeTab=layouts-reportHold on the finished result, then the end card.Next: templates, the reusable blocks inside pages.

Narration, in order

  1. 0. Intro: Edit, duplicate and delete layouts

    0:00 · 20s

    Title card, then the first screen of the lesson.

    Keeping layouts tidy: edit, duplicate, delete.

  2. 1. Edit

    0:20 · 45s

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

    Edit opens the same editor. Change what you need; preview to check.

    Show before cutting: Changes autosave.

  3. 2. Duplicate

    1:05 · 45s

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

    Duplicate, then trim it into a repair layout: fewer pages, a different intro.

    Show before cutting: A new layout appears.

  4. 3. Delete

    1:50 · 45s

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

    Delete only removes the blueprint. Proposals already made from it are untouched.

    Show before cutting: 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.

  5. 4. Recap & next lesson

    2:35 · 15s

    Hold on the finished result, then the end card.

    Next: templates, the reusable blocks inside pages.

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?