Create quotation layout in foreign language

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

In Yuki, it is possible to create English, French or German quotations and reminders and send them manually or automatically to your customers.

Access to settings

All settings for your invoice layouts are centralized within your domain and divided into logical categories.

To access these settings:

• click on the Settings icon in the navigation bar
• in the now-opened screen, click on Sales settings
• then scroll to Quotation layouts.
  
  

Create quotation layout

To create a new quotation layout in English, French or German, click on the New layout button.

The following screen is opened:

Select the template for the quotation layout by hovering your mouse over the required template and clicking on the Choose template button.

The following screen is opened:

To the right of the shown quotation, enter the settings for the English, French, or German quote layout.

The quotation layout settings to be entered are described below.

Description

Give your layout a recognizable description. 

TIP!

If required, indicate the language in question in the description.

Administration

Indicate for which administration the layout is intended (if you have more than one administration).

Language

It is possible to choose a quotation in English, French or German.

After recording any other settings of this quotation layout, click on the Save button.

View screen preview

Then, view the screen preview to see if all changes have produced the required results by clicking on Preview.

You will now immediately see that the text on the quotation is shown in the selected language.

The English, French or German quotation layout created now appears in the list of quotation layouts to be selected:

TIP!

The subject and text of the email must be manually translated into English, French or German.

For a detailed description, see article Email template (quotation layout).