Prepare quotation for sending

Disclaimer

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

To send a new squotation to your customer, the following steps need to be completed:

• prepare the quotation for sending to the customer

• add notes, if necessary

• check and, if necessary, change the quotation date and/or sending method

• process the quotation in the administration so that it is actually sent to the customer.

Click on the Sales icon in the navigation bar, click on Quotations and then select the Draft work list in the now-opened screen.

Open the quotation you want to prepare for sending by clicking on the subject of the relevant quotation.

The following screen is opened: 

From this screen, a user can:

• prepare the quotation for sending
• save the quotation as 'Draft'
• delete the quotation.

Prepare quotation for sending

After entering all the details of the draft quotation, the quotation can be prepared for sending immediately by clicking on the Next button. 

In the now-opened screen, you can view a screen preview to check whether the quotation looks correct.

The quotation in question disappears from the 'Drafts' work list and is moved to the 'Ready to send' work list.

TIP!

You can also prepare one or more draft quotations for sending without opening them:

• hover your mouse over the quotation you want to prepare for sending and click on the Ready to send button
  
  
  
• select more than one quotation and then click on Ready to send at the top of the screen
  
  
  

Before you actually process and send the quotation, you must first check the quotation date and the sending method and change them if necessary.

Save quotation as 'Draft'

To save the quotation as a draft quotation again, click on the Save as draft button.

Delete quotation

To delete a draft quotation, click on the Delete button.

The following screen is opened:

Click on the Yes button to actually delete the quotation.