Quotations

Disclaimer

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

In Yuki, you can create digital quotations based on your own quotation templates and send them directly to your customers via email or mail. You can view the status of each quotation at a glance: sent, pending, rejected, accepted, and invoiced. Additionally, if required, you can convert an accepted quotation directly into a sales invoice.

You can also use a number of work lists, including draft quotations, sent quotations, and quotations to be invoiced.

Reports are also available for items such as quotation history, the activity log, etc.

Access to Quotations

To access:

• click on the Sales icon in the navigation bar
• then click on Quotations. 

Quotations work lists and reports

On this screen, select the workflow work list you want to use or the quotations report you want to view.

Work lists of quotations workflow

The following work lists are available:

• Drafts
• Ready to send
• Sent
• Ready to invoice.

Quotation reports

The following reports are available:

• All
• Quotation history
•  Activity log.

AVAILABLE USER ACTIONS

In a work list or report, a user can:

• create a new quotation
• download all data in the shown columns as a CSV file (Excel) or copy it to the clipboard
• search for data.
  
  

Create new quotation

Click on the New quotation button.

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

Download data as CSV file or copy to clipboard

To download all data in the shown columns:

• click on the Download button (Cloud icon with down arrow)
• then select Download as CSV or Copy to clipboard from the dropdown menu.
  
  

The name of the downloaded CSV file is:

• QuotationDocumentsDatalistV2_Drafts_[Today's date].csv
• QuotationDocumentsDatalistV2 _Ready-to-send_[Today's date].csv
• QuotationDocumentsDatalistV2_Sent_[Today's date].csv
• QuotationDocumentsDatalistV2_Ready-to-invoice_[Today's date].csv
• QuotationDocumentsDatalistV2_All_[Today's date].csv
• QuotationDocumentsDatalistV2_Quotation-history_[Today's date].csv
• LogQuotationsDatalist_Activity-log_[Today's date].csv.
  
  

Search for data

The search bar can be used to search for:

• (part of a) name
  The search result now shows all data in which this name has been entered in, for example, the 'Description', 'Subject', 'Name', 'Company name' or 'Contact' field.
• number
  The search result now shows all data where the number is entered in, for example, the 'Description', 'Subject', 'Name', 'Company name' or in a numeric field such as 'Invoice number'.
• amount
  You can search for an exact amount by entering this amount in the search field, for example, '54,45' or '54.45'.
• date
  You can search for a specific date by entering it as:
  • 31/08/2020
  • 31-08-2020
  • 310820
  • 31082020.

Targeted search

You can also perform a targeted search using different search terms. After each search, the search result can be further specified by adding a new search term.