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How to save a Quote layout for reuse
How to save a Quote layout for reuse

The new Quote letter - Released 06/04/2021

Matt Govett avatar
Written by Matt Govett
Updated over a week ago

1. Clicking on 'Save as New Layout' button will allow you to save all the changes you have made to the layout and use it across other estimates in your Buildxact account.

2. In the left-hand menu pop out, give your new customized layout an appropriate Layout Name and Layout Description. Click the ‘Save Layout’ button to save.

Note: Any new quote letters you begin will automatically save any changes made on the Buildxact Customizable Layout as a copy allowing you to use it for that specific estimate at any given point.

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