How do I create quotations?

Modified on Tue, 9 Sep at 1:54 PM

Disclaimer

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


In Yuki, it is possible to manually create quotations and then send them by mail or email to your potential customers. 


You can create quotations from two places in Yuki:

  • Click on the Sales icon in the navigation bar, then click on Dashboard if necessary. Select the Quotation menu option from the drop-down menu of the Create button....
  • Click on the Sales icon in the navigation bar, click on Quotations and then click on the New Quotation button in the now-opened screen.



For a detailed description of how to create a quotation, see article Create, send and handle quotation.



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