Quotations to be sent

Disclaimer

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

In Yuki you can view a work list of all quotations to be sent. Always check the settings of these quotations before they are actually sent.

The quotation date, sending method and/or email address of a quotation to be sent can still be changed and saved again.

If other details have to be changed, such as a quotation line, it is possible to save the quotation to be sent again as a draft quotation. 

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All quotations to be sent can also be found in the Sales folder, on the Quotations tab in the Archive.

From this work list, a user can:

• change a quotation to be sent
• process and send quotation to customers
• view the document
• view the contact 
• put quotations that cannot or should not yet be sent to customers back into draft
• delete quotations to be sent.

Hover your mouse over the Sales icon in the navigation bar, click on Quotations and then in the now-opened screen, select the Ready to send work list from the dropdown menu.

The following screen is opened:

Change quotation to be sent

In the work list, click on the subject of the quotation to be sent that you want to change before you process it and therefore actually send it to the customer.

The following screen is opened:

After changing the details of the quotation to be sent, it can be saved again as a quotation to be sent by clicking on the Save as 'Ready to send' button.

Process and send quotation to customers

Select the qyotation from the work list you want to send to customers. Then click on the Edit button to process the quotation in the administration and actually print it and/or send it by post or e-mail.

All quotations delivered by post will end up in a so-called PDF batch print file after processing. This PDF file is saved in the folder 'Sales' with the name 'Quotations print file [date] [time]'.

View document

• Click on the subject of the document

  OR

• Hover your mouse over the line of the relevant quotation, click on the button with the three dots and then select the View document menu option from the dropdown menu.

  
  
  

In the now-opened screen, the delivery details of the quotation to be sent can be changed and then the quotation can be saved again as a quotation to be sent or actually send to the customer.

View contact

Hover your mouse over the line of the relevant quotation, click on the button with the three dots and then select the View contact menu option from the dropdown menu.

The contact card of the relevant contact is now opened.

Put quotations back into draft

All selected quotations in the work list that cannot or should not be sent yet can be put back into draft by clicking on the Move to drafts button. The quotations disappear from the ‘Ready to send ’ work list and are moved to the ‘Drafts’ work list.

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To put one quotation back into draft, hover your mouse over the line of the relevant quotation, then click on the button with the three dots and then select the Move to drafts menu option in the dropdown menu.

Delete quotations to be sent

Select the quotations to be sent from the list you want to remove from your administration. Then click on the Delete button.

The following message appears on your screen: 

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To delete one quotation, hover your mouse over the line of the relevant quotation, click on the button with the three dots and then select the Delete menu option from the dropdown menu.