All quotations

Disclaimer

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

In Yuki you can view an overview of, among other things, all sent, revised, rejected, ready to be invoiced and invoiced quotations.

From this overview, a user can:

• view the document
• view the contact.

Hover your mouse over the Sales icon in the navigation bar and click on Quotations. In the now-opened screen select All under Reports.

The following screen is opened:

All quotations with their different statuses are shown here:

• Open
• Ready to invoice
• Rejected
• Previous version
• Invoiced.

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.
  
  

Depending on the status, the quotation can be completed further in the now-opened screen,

View contact

Hover your mouse over the line of the relevant quote, 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.