To create a layout, select the layout chip on a proposal, then Manage layouts, and choose Create new layout from the three-dot menu. To apply one, select the chip and choose a layout.
Available on the Pro and Scale plans. You need permission to edit Estimates, proposals, & change orders. Works on desktop and in the mobile app.
Open the layout chip
The layout chip shows the name of the layout on the proposal, or Select a layout if none is applied. On desktop, it is at the left of the toolbar under the proposal title, before Edit colors and fonts. In the mobile app, it is in its own row above the proposal.
The chip is not available after the proposal is approved.
Create a proposal layout
Open a proposal and select the layout chip.
Select Manage layouts.
Open the three-dot menu and select Create new layout for an empty layout, or Duplicate to copy the layout you are viewing.
Enter a Title.
Select Add section and choose a section type. Repeat for each section you need.
Drag sections by their handles to put them in order. You can also open a section and select Move up or Move down from its three-dot menu.
Select a section to set its Section presets, the starting content it has each time you apply the layout, then select Save.
Select Save layout.
On desktop, Manage layouts opens as a panel on the right. In the mobile app, it opens as a bottom sheet with the same fields. The layout is saved for your whole company, not for one proposal.
Apply a layout to a proposal
Open the proposal.
Select the layout chip.
Choose the layout from the list.
The layout applies right away. If it can't, Handoff shows "Failed to apply layout."
Manage layouts from Settings
Go to Settings > Presets > Proposals to see Layouts. You can create a layout with New, duplicate or delete one, and choose Set as default. Layouts made by Handoff show Handoff as the creator.
Duplicate one to make your own version.
Handoff won't delete a layout that an editable proposal uses. Change or remove it on that proposal first.
On the Flex and Business plans, Proposals shows only the basic proposal presets. The Pro and Scale plans show Layouts in addition.
You can also ask Handy (Handoff's AI assistant) to save the proposal you have open as a layout.