Yuki Quotation (create, send and handle quotations)

Disclaimer

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

The Yuki Quotation feature  is integrated into the Sales functionality.

The Yuki Quotation feature allows you to create your own digital quotations. You can create various layouts to send the right quotation to your customer automatically and very quickly. Once sent, these quotations are immediately processed in the administration and placed in the correct folder.

Once you have sent a quotation to the customer, you can immediately view and/or change the status of each quotation: sent, open, rejected, accepted and invoiced.

FOR FREQUENTLY ASKED QUESTIONS ABOUT THIS FEATURE, SEE SALES ADVANCED FAQ!

Yuki Quotation is only available when a user with the ‘Management’ role has selected the Small, Medium, Large or Unlimited bundle via the Yuki Store in the domain.

Ceate quotation in foreign language

You can also create quotes in English, French, or German in Yuki.

For a detailed description, see article Create foreign language quotation.

Prepare quotations

To create and send quotations using Yuki, the following requirements must be met:

Access to Quotations

To access:

• click on the Sales icon in the navigation bar
• then, in the now-opened screen, clcik on Quotations

Quotations overview

Create and send quotations

Once the quotations have been prepared, you can create them from Yuki Quotations and then send them to your customers by mail or email.

For a detailed description, see article Create, send and handle quotation.

Basic quotation information

Of course, the quotations sent to your customers must include some basic information.

For a detailed description see the article Basic informarion on quotation.

Handle sent quotation

After receiving a response from the customer, the status of the sent quotation must be updated manually. A customer can accept or decline the quotation. If necessary, the quotation can also be revised based on the customer’s comments. 

For a detailed description, see article Update status of sent quotation.