Learn here how to create a quote
How to get there
- Go to Sales from your toolbar
- Click on Quotes
You can find all your deleted documents in Settings> System> Trash for a maximum of 10 to 30 days, according to your plan. Learn here how to retrieve your document from the Trash
Deleting a quote
In Holded you have the option to delete single or multiple quotes at the same time.
A. Delete an individual quote
- From the list, click on the document you want to delete
- Once in the detailed view, access the three-point menu (⋮)
- Hit Delete
- Confirm the action
You can also delete a quote by clicking on the three-dot menu (⋮) on its right. Select Delete and confirm the action.
B. Delete quotes in bulk
Please note that you can select a maximum of 500 documents
- Check the box right on the left of all the quotes you want to delete
- From the bottom bar, click on Delete
- Confirm the action