---
title: Layouts Overview
description: Layouts are pre-built reports that make quoting faster and more consistent.
---

[Skip to content](https://support.sumoquote.com/layouts-overview#main-content)

English

Show submenu for translations

[More support](https://support.sumoquote.com/kb-tickets/new?hsLang=en)

![SumoQuote-1024x511.png\]](https://support.sumoquote.com/hs-fs/hubfs/Partner%20Logos/SumoQuote-1024x511.png?height=50&name=SumoQuote-1024x511.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [More support](https://support.sumoquote.com/kb-tickets/new)
- Go to www.sumoquote.com

 Go to www.sumoquote.com

 How can we help you?

- There are no suggestions because the search field is empty.

1. [SumoQuote Help Center](https://support.sumoquote.com/?hsLang=en)
2. [Layouts](https://support.sumoquote.com/layouts?hsLang=en)

# Layouts Overview

## Layouts are pre-built reports that make quoting faster and more consistent.

<iframe width="256" height="144.64" src="https://www.youtube.com/embed/J_0ORZWP8ng?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen title="Layouts Overview" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

### Edit a Layout

1. Go to **Configuration** \> **Account Settings** \> **Layouts** \> **Reports**
2. Click on **Shared Layouts** to view pre-loaded layouts in your account.
3. Here you can **edit**, **duplicate** or **delete** layouts by selecting one of the icons shown to the right of your layout.
4. You can set which layout you want to be the **Default** for your account.

**GRANDFATHERED LIGHT ACCOUNTS**

Light accounts only have a single layout available to use for quotes, this is the default. Selecting different layouts within this plan is not available as described above.

 [Click here to modify your plan](https://support.sumoquote.com/plans-compared?hsLang=en)

 

- [Getting started](https://support.sumoquote.com/getting-started?hsLang=en#main-content)

    - [Onboarding](https://support.sumoquote.com/getting-started?hsLang=en#onboarding)
    - [Branding](https://support.sumoquote.com/getting-started?hsLang=en#branding)
    - [Setup](https://support.sumoquote.com/getting-started?hsLang=en#setup)
- [Account Settings](https://support.sumoquote.com/account-settings?hsLang=en)
- [Subscription](https://support.sumoquote.com/subscription?hsLang=en#main-content)

    - [Subscription Management](https://support.sumoquote.com/subscription?hsLang=en#subscription-management)
- [Dashboard](https://support.sumoquote.com/dashboard?hsLang=en)
- [Templates](https://support.sumoquote.com/templates?hsLang=en)
- [Layouts](https://support.sumoquote.com/layouts?hsLang=en#main-content)

    - [Custom Pages](https://support.sumoquote.com/layouts?hsLang=en#custom-pages)
- [Inspection Page](https://support.sumoquote.com/inspection-page?hsLang=en)
- [Measurements and Calculations](https://support.sumoquote.com/measurements-and-calculations?hsLang=en#main-content)

    - [Measurements](https://support.sumoquote.com/measurements-and-calculations?hsLang=en#measurements)
    - [Calculations](https://support.sumoquote.com/measurements-and-calculations?hsLang=en#calculations)
- [Product and Price Lists](https://support.sumoquote.com/product-and-price-lists?hsLang=en#main-content)

    - [Price Lists and Adjustments](https://support.sumoquote.com/product-and-price-lists?hsLang=en#price-lists-and-adjustments)
    - [Product Lists](https://support.sumoquote.com/product-and-price-lists?hsLang=en#product-lists)
- [Financials](https://support.sumoquote.com/financials?hsLang=en#main-content)

    - [Orders](https://support.sumoquote.com/financials?hsLang=en#orders)
    - [Margins and Markups](https://support.sumoquote.com/financials?hsLang=en#margins-and-markups)
    - [Taxes](https://support.sumoquote.com/financials?hsLang=en#taxes)
    - [Invoicing](https://support.sumoquote.com/financials?hsLang=en#invoicing)
- [eSigning](https://support.sumoquote.com/esigning?hsLang=en)
- [Solar](https://support.sumoquote.com/solar?hsLang=en#main-content)

    - [Creating a Solar Project](https://support.sumoquote.com/solar?hsLang=en#creating-a-solar-project)
    - [Creating a Solar Report](https://support.sumoquote.com/solar?hsLang=en#creating-a-solar-report)
- [Integrations](https://support.sumoquote.com/integrations?hsLang=en#main-content)

    - [Beacon](https://support.sumoquote.com/integrations?hsLang=en#beacon)
    - [Hover](https://support.sumoquote.com/integrations?hsLang=en#hover)
    - [CompanyCam](https://support.sumoquote.com/integrations?hsLang=en#companycam)
    - [EagleView](https://support.sumoquote.com/integrations?hsLang=en#eagleview)
    - [JobNimbus](https://support.sumoquote.com/integrations?hsLang=en#jobnimbus)
    - [Leap](https://support.sumoquote.com/integrations?hsLang=en#leap)
    - [QuickBooks Online](https://support.sumoquote.com/integrations?hsLang=en#quickbooks-online)
    - [RoofScope](https://support.sumoquote.com/integrations?hsLang=en#roofscope)
    - [Sunlight Financial](https://support.sumoquote.com/integrations?hsLang=en#sunlight-financial)
    - [Zapier](https://support.sumoquote.com/integrations?hsLang=en#zapier)
    - [AccuLynx](https://support.sumoquote.com/integrations?hsLang=en#acculynx)
    - [Financing](https://support.sumoquote.com/integrations?hsLang=en#financing)
- [FAQs](https://support.sumoquote.com/faqs?hsLang=en)

[![Chill listening crop-3](https://support.sumoquote.com/hs-fs/hubfs/Vertical%20Logo%20Colour.png?width=48&height=24&name=Vertical%20Logo%20Colour.png "Chill listening crop-3")](http://www.jobnimbus.com)

SumoQuote Help Center

Copyright © 2026, JobNimbus