Learn more about quotes is in this article
How to get there
- Go to Sales from your toolbar
- Click on Quotes
From this list, you can check all the quotes that you have previously created or imported, as well as perform multiple additional actions.
Managing your list of quotes
Customize the view
Holded allows you to customize how to consult the list of your quotes in order to have at your fingertips all the data that you need the most.
- Click the two-column icon just below the export button
- Check the boxes of those items that you want to be displayed in the columns of the list, by choosing from:
| Date | The date of issue of the quote |
| Num | The quote document number |
| Due | The quote due date |
| Client | Name of the contact registered in Holded |
| Description | The concept of the first quote line |
| Tags | Labels assigned to your documents |
| Account | The sales accounting account |
| P. Method | The payment method linked to the quote |
| Project | The project linked to the quote |
| Subtotal | The tax base (quantity x price without taxes) |
| IVA | Total amount of taxes |
| Retention | Total amount of withholdings |
| Employess | This field is not available for this list |
| Rec. de eq | Equivalence surcharge |
| Total | Total amount of the quote, taxes included |
| Total billed | Total amount collected |
| Advance payments | Total amount paid |
| Status | Accepted, Pending, Cancelled |
| Billed | Billed, Pending, Partially Billed |
| Updated | Date of last update |
It is not possible to change the order of the columns, however you can organize the information in ascending and descending order.
Filter and segment
You can narrow your searches using the available segments and filters
Use default segments
- Go to the drop-down menu on the upper left side
- Select the segment you want to visualize, by choosing from:
| All | All the generated quotes are displayed |
| Accepted | Only the quotes that have been accepted are displayed |
| Pending | Only those quotes pending of acceptance are displayed |
| Cancelled | Only the cancelled quotes are displayed |
| Billed | Only invoiced quotes are displayed |
| Not billed | Only the quotes that haven't been invoiced are displayed |
| Partially billed | Only partially invoiced quotes are displayed |
| Approved | Only those quotes that have been approved are displayed |
| Not approved | Only those documents in draft status are displayed |
Use predefined filters
- Click on + Filter
- Select one or more of the available filters:
| Status | The statuses correspond to the majority of the main segments: Pending, Accepted, Cancelled |
| Billed |
This filter indicates whether a quote has been invoiced or if it has been partially billed |
| The email related to the quote. It may appear as Not Sent, Sent, Read | |
| Subtotal | To view those quotes whose amount is Equal to, Greater than, or Less than a specific amount |
| Approved | To distinguish between those quotes that are approved or not |
| Sales channel | To filter those quotes assigned to specific accounting accounts |
| Document numbering | To view only those quotes that correspond to a previously created numbering |
| Payment method | To view those budgets with a specific payment method |
Save custom filter combinations as segments
- Make your filter selection
- Click Save segment
- Name your new segment
- Hit OK
The new segment will be accessible from the drop-down menu
You can also use the search bar to query by keywords, or use the time selector to limit the results to a defined time range.
Execute actions in bulk
- Select multiple quotes from the list by checking the boxes on the left
- Choose the action in bulk to perform from the bottom bar
| Dropbox |
In case you have integrated Dropbox, your quotes will be uploaded to the indicated folder |
| G Drive |
In case you have integrated Google Drive, your quotes will be uploaded to the indicated folder |
| P. Method | To assign a payment method to your quotes among those configured in your Holded account |
| Send | To send the quotes by email to the related contacts |
| Status | To change the billing status of multiple quotes |
| Sales channel | To assign a sales accounting account |
| Convert |
To convert your quotes into Invoice, Pro forma, Sales Order or Waybill |
| Approve |
To approve those quotes in draft mode |
| Download PDF |
To download the selected quotes in PDF format |
| Delete | Quotes will be deleted and will not appear in the list |