The report editor: pages, toolbar, preview and settings

Reorder and toggle pages, rename the page you are editing, add a new page, preview a page as PDF, choose a price list in Report Settings and save the proposal as a layout.

Beginner 10 minSales rep / estimator, Owner / 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: /edit/report/[reportId] · Guide last checked 2026-10-03

0 of 8 ticked · remembered in this browser

Preconditions

A draft proposal with the seven standard pages.

Steps

1. Read the toolbarDo: Open a proposal. Read the toolbar: "Editing: <page title>", "Save as layout", "Report Settings", "Review and Share", "Preview", "Delete Page". On mobile they sit in a ⋮ menu.Expect: Clicking the page title lets you rename it; Enter saves.Actual:
2. Reorder and hide pagesDo: In Pages, drag a page by its handle to a new position. Flip the switch on the Warranty page off.Expect: Order changes immediately; a page with its switch off stays in the editor but is left out of the agreement the homeowner sees.Actual:
3. Add a pageDo: Click "New Page". Enter a Title and pick a Type: "Text / Document", "PDF Upload" or "Shared PDF". Click "Create Page".Expect: The page appears at the end of the list and opens.Actual:
4. Delete a pageDo: Select a page and click "Delete Page". Confirm in the "Delete Page" dialog.Expect: The page is removed; this cannot be undone.Actual:
5. Preview a pageDo: Click "Preview".Expect: The "Document Page Preview" shows the current page as PDF.Actual:
6. Report SettingsDo: Click "Report Settings". Under "Pricing" choose "Default price list" or an additional list.Expect: Quote suggestions and prices follow the chosen list.Actual:
7. Save as layoutDo: Click "Save as layout", give it a "Layout name", tick "Shared" to let the team use it, and click "Save layout".Expect: The layout appears in Settings → Layouts.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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