General (quotation layout)

Disclaimer

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

The following quotation layout settings can be entered or changed:

• General
• Quotation columns
• Page layout (footer)
• Paper settings
• Address margin (address positioning)
• Theme
• Subject and text of mail (Email template).

All configured settings such as the settings of the quotation layouts, among others, are grouped and categorized in one place in your domain.   

Open the settings of your domain by clicking on the Settings icon in the navigation bar. Subsequently, in the now-opened screen click on Sales settings and then scroll to Quotation layouts.

To change an existing quotation layout, click on the line of the corresponding quotation layout.

To create a new quotation layout, click on the + New layout button.

Description

Give your layout a recognizable description.

Company

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

Template

If required, select a different template for your quotation layout.

Language

In Dutch domains it is possible to choose an quotation in Dutch, English, French or German.

After the quotation layout is saved, you immediately see that the text on the quotation is displayed in the selected language.

In the sales settings, the selected language is shown in the Language column for the corresponding quotation layout.

Attachment

Here you can link an attachment from the archive to the quotation layout (for example, general terms and conditions).