⚠️ Permissions
The Settings area is permission-based. If you cannot see Settings, contact your administrator.
Create a New Quote Layout
Click Settings in the left-hand tab.
Click Quote settings.
Click the Quote Layouts tab.
Click Create New.
Enter a quote name, then click OK.
Your new quote layout is created and ready to customise.
💡 Tips for managing layouts
To edit an existing quote layout, click the Pencil icon.
To delete a quote layout, click the Trash icon.
Customise Pages on Your Quote
Edit the Front Cover
In the quote layout, click the Pencil icon on the Front Cover.
Choose one of the following:
Standard
Alternative
Upload a custom front cover
Click Confirm.
Add Firm-Specific Pages (Inserts)
Click Add Insert.
Enter a name for the page.
Choose a file to upload.
Click Upload.
To manage the order and removal of inserts:
To move a custom page up or down in the quote, click and hold the four lines on the left-hand corner of the page and drag it to the required position.
To delete a custom page, click the Trash icon.
Edit the Back Page
Click the Pencil icon on the Back page.
Choose one of the following:
Standard
Alternative
Upload a custom back page (custom content file)
Click Confirm.
⚠️ Important
Details on the back page are pulled from Organisation details in My account > Settings.
Changes to Organisation details affect the entire firm, not just this quote layout.
Preview and Save the Quote Layout
To preview the quote, click the PDF Preview button in the top right-hand corner.
Review the layout and content.
Once you are happy with the quote layout, click Save.
The quote layout will now appear on the Quote Layouts page and can be selected wherever quote layouts are used.
Still Need Help?
If you are still having issues creating or customising a quote layout after following these steps, please raise a new support case online and reference the title of this article so the Support Team can assist you.