Create or change quotation layout

Modified on Wed, 16 Apr at 12:17 PM

Disclaimer

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

In Yuki Offerte you can work with different quotation layouts. The layout determines what the quotation looks like, what data is printed on it, where the address block will be placed and what will be included in the accompanying e-mail.

Yuki offers the option to change the existing default quotation layout to your own liking or to create one or more new quotation layouts yourself.

If you work with different quotation layouts, every time you create or process a new quotation , you can decide which layout to use.

TIP!

On the quotation you create based on quotation layout 3 or 4, the text “Signature” is printed with space above it for signing the quotation.

The following quotation layout settings can be entered:

Each setting is described in detail in a separate article.

All configured settings such as the settings of the invoice 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.

TIP!

When a Dutch, English, French or German quotation layout has been created, the Language column appears in the settings above.

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.

The following screen is opened:

Click at the top right of your screen to decrease or increase the number of quotation layout thumbnails displayed.

The displayed templates of quotation layouts can be filtered by:

New or already available template of quotation layout
Colour of template is customisable or not
Available columns on quotation layout template:
- Line description
- Line quantity
- Line VAT rate
- Line VAT amount
- Line price
- Line price excluding VAT
- Line amount
- Line amount excluding VAT.

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

The following screen is opened:

View screen preview

When you are finished with changing the quotation layout, click on the Save button to save your changes.

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

TIP!

To test the email, we advise you to create a test quotation and send it to yourself. Then remove the test quotation from your administration to prevent it from being recorded.

Reset default values

When changing the template of a quotation layout, click on the Cancel button to return to the values predefined by Yuki.