Add attachment(s) to quotation

Disclaimer

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

You can create a quotation from two places in Yuki:

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

To create a new quotation, complete the following steps:

• enter the quotation details (contact, layout and validity)
• add one or more quotation lines (items)
• add additional details if necessary
• if required, add an attachment to the quotation from your device or from the archive in Yuki
  (only available in new Sales functionality)
• save the quotation as a draft quotation.

Below is described how one or more attachments can be added to a quotation. 

TIP!

An added attachment is not included when copying a quotation.

You can add one or more attachment(s) to the quotation you want to send to the customer by searching, selecting and then uploading them:

• from your device by clicking on the Upload button
• from the archive in Yuki by clicking on the Add from archive button.

The following types of files can be added as attachments:

• pdf
• doc(x)
• xls(x)
• ppt(x)
• txt
• jpg
• png
• bmp
• gif.

The attachment(s) can be found in the Archive in the Sales folder (tab All).

The total MB of the added attachment(s) must not exceed 5 MB.

You can delete an added attachment by clicking on the cross behind the file name.