Layouts
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      1. SumoQuote Help Center
      2. Layouts

      How to Edit Layouts

      Edit layouts from the Account Settings to make changes that will be applied to all future quotes created with that layout.

      Edit a Layout

      1. Go to Configuration > Account Settings > Layouts > Reports
      2. Select either My Layouts or Shared Layouts.
      3. Click the pencil icon to the right of the layout you want to edit.
      4. Make your edits and then click on Publish in the grey bar at the top of the page.

      Edits made to a layout will show up in future reports.

      When you edit a layout, changes will not be applied retroactively to reports that have already been created.

      Changes will be applied to all new reports created after the edits were made.