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.
We distinguish three sections on the quotation:
The quotation block
This consists of three parts:
- the quotation header (customer details, quotation number, etc.)
- the quotation lines (with the columns)
- the quotation totals (with VAT totals and amount to be paid).
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.
TIP!
To add a line space (blank line) in the footer, use the html code <br>.
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