Page layout (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.

Set page layout

The page layout options allow you to customize the text printed directly below the quotation block. This provides an excellent opportunity to give potential customers important announcements.

Step 1: click on the 3 button at the bottom left of your screen. The following screen is opened:

Here you can enter text that will be printed directly below the quotation block, for example: "Please respond to this quote within 2 weeks".

TIP!

To add a line space (blank line) in the footer, use the html code <br>. This helps to structure your text for better readability.