Once you have created a quote, you'll be able to download and print this. This article will explain how to do this, in just a few simple steps đź‘Ť
How to access:
- Access Sales  (left sidebar) Click on the Quotes tab
Download quotes in bulk: In Holded you can select up to 50 quotes to download the PDF in bulk in a single click.
Quotes
Download a quote to PDF
- Click on Quotes
- Select a quote from your list of quotes you have created
- Click on the drop down arrow located next to the Send button
- Click on Download
Download multiple quotes to PDF
- Click on Quotes
- Select all the quotes you would like to download by clicking on the checkboxes located next to the quote number
- Click on the Download PDF button located at the bottom of the page
- This will then be downloaded to your computer as a Zip file, click on this zip file and you'll find all your quotes in one folder
* Download Limit: If you click on the download PDF option, the maximum you'll be able to export will be 50 quotes and a file will be generated in .ZIP format so that you can download all the files quickly.
How to print a quoteÂ
- Open the PDF documentÂ
- Click on the print icon located in the top right hand side corner of the PDF document
- Choose your printer and any additional settings regarding the printing format, colour etc.Â
- Click PrintÂ
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