In the following article we will explain the following  tips & options :

• Attach files to your quotes
• Duplicate a quote
• Write notes & messages in your quotes
• Check the editing history of your quotes
• Export your quote list
• Convert a quote into another document
• Group concepts in a quote

How to access:

Types of files accepted:  You can attach files that have the file type  PDF, JPG, PNG, XLS, XLSX, ZIP, CSV, GIF  with a maximum volume limit.

1)  Attach files to your quotes

If you would like to attach files to your quotes, you can easily do this. Click on the Quotes tab from the invoicing app, select a quote. On the right hand side of the quotes you'll find further options, within the Files section- upload documents and files. 

This is a great way to refer to your quotes and this will also enable you to share any additional documents with your client. They will receive the file as an attachment in the email and they will also be able to see the file in their client portal 👍.

2) Duplicate a quote

You can also duplicate quotes, this is a good way to replicate the same quote for a different contact. To do this, click on the invoicing app then click on Sales (from the left hand side nav bar) click on Quotes, select a quote and then click on the ººº button and click Duplicate.  Edit the information accordingly and click Save. 

3) Write notes & messages in your quotes 

You will have the option to include any notes and messages in your quotes so that you and those you have given access to view the quotes will be able to see this. To add a note or/and a message, click on a quote, click on the chat icon (this is located next to the details button), scroll down to the bottom of the page and add a note and message. This will then be saved and will appear in this section.

A note will appear with a yellow background and a message will appear with a blue background.

Messages: the messages you send here will be sent to the user's client portal. They will see the messages on the right hand side of their invoice

Notes: this will be visible to your team only, the notes are hidden from the clients view and they are a great way to record any relevant information.

4) Choose who has the option to modify quotes

When you add a user to your account, you'll have the option to select which fields they can edit and see in their Holded account. If you have already added a user to your account, click on Settings and then click on Users. Select a user and edit the settings accordingly.

If you haven't added a user to your Holded account, you can do so by clicking on Settings, and then the Users tab. Add a user and click on Custom to manage the permissions of their Holded account.

5) Export your quotes

You can easily export your quotes from your Holded account. To do this click on Sales  then click on Quotes and click on the drop down arrow located next to the date filter. You can choose to export to PDF. 

6) Change a sales channel 

If you would like to change a sales channel that's already assigned to your quotes, you can do this individually or you can choose to edit multiple quotes. To do this click on Sales tab and then click on the Quotes tab. Select the quotes by clicking on the checkboxes located to the  left of the quote numbers, you can select one or more quote and you'll then be presented with a few options below,  click on sales channel. 

7) Convert a quote 

Once you have created a quote, you'll have the option of converting this to an invoice, sales order, proform or waybill. To do this all you need to do is click on a specific quotes or multiple quotes and click on convert, choose which document you'd like to convert this to.

You now have additional tips and information regarding the various options available for quotes, and you'll be able to access and edit the information in no time! 😊