Paper settings (quotation layout)

Disclaimer

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

When setting up your quotation layout, several options are available that allow you to personalize the appearance of your quotations.

The layout determines what the quotation looks like, what data will be printed on it, where the address block will appear and what will appear in the accompanying mail.

Below is an overview of the available options:

• General settings:
  Includes options such as quotation attachments.
• Invoice columns:
  Determine which columns are visible on your quotations.
• Page layout:
  Settings for such things as page footer.
• Paper settings:
  Choose the paper size and printing options.
• Address positioning:
  Settings for the positioning of the address on the quotation.
• Theme:
  Customize the template colors of your quotation.
• Email template:
  Set the subject and text of the email used to send quotations.

Access to settings

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

To access these settings:

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

Create and change 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.

Details of paper settings

When setting the paper options for your quotations, you can choose how and with what you want to print the quotation.

Step 1: click on the 1 button at the top left of your screen. The following screen is opened:

Decide what you want to print the quotation on.

Options for printing quotation

You have the following options for printing your quotation:

• Plain paper:
  Use this option to have your logo and company information printed directly by Yuki. The logo that is printed is linked to your administration profile (General tab).
• Print on stationary:
  Choose this option if you want to print only the quotation block and footer with no additional logo or page footer. Ideal for use with already printed company stationary.
• Upload background stationery:
  If you plan to send quotations by email, this option is advisable. It allows you to upload a PDF of your own stationery for a professional look of your digital quotations.
  
  Steps for using your own stationery as pdf
  1. Create the desired quotation paper in a word processor such as MS Word or Pages.
  2. .Add your own logo, address details and other essential quotation details such as CoC number, VAT number and bank account number.
  3. Save the document as a PDF file.
  4. Upload the PDF document within the quotation layout settings. This will use your PDF document as digital stationery during printing or sending via email.