How to write notes & messages in your budgets with Holded?
Do you want to personalize your quotes and messages with Holded? In this article we will teach you how to do it quickly and easily. With held, you can add notes and messages to your quotes to communicate effectively with your clients or coworkers. Whether to clarify details, offer special discounts or simply add a personal touch, held gives you the flexibility to customize your documents to your needs. Read on to discover how to write notes and messages on your quotes with held.
– Step by step -- How to write notes & messages in your budgets with Holded?
- Log in to your Holded account: To start writing notes and messages on your quotes, first sign in to your Holded account.
- Select the budget module: Once you are in your account, go to the budget module by clicking on the corresponding tab in the main menu.
- Choose the budget to which you want to add notes or messages: Within the budget module, search and select the budget to which you want to add the notes or messages.
- Click on the notes or messages field: Once inside the quote, find the designated field to add notes or messages.
- Write your notes or messages: Click inside the field and start writing your notes or messages. You can include information that you consider relevant to the budget.
- Save the changes: Once you've written your notes or messages, be sure to save your changes so the information is recorded correctly in the quote.
FAQ
FAQs on how to write notes & messages in your quotes with Holded
How to add a note or message to my quote in Holded?
Step 1: Log in to your Holded account.
Step 2: Go to the Budget section.
Step 3: Select the quote to which you want to add the note or message.
Step 4: Click "Add note" or "Add message."
Step 5: Write your note or message.
Step 6: Save the changes.
Can I edit or delete a note or message in my Holded quote?
Yes, You can edit or delete a note or message in your Holded quote.
How can I see the notes or messages in my Holded quotes?
Step 1: Log in to your Holded account.
Step 2: Go to the Budget section.
Step 3: Select the budget you want to review.
Step 4: Look for the notes or messages section to see the information.
Can I add notes or messages to my quotes from the Holded mobile app?
Yes, You can add notes or messages to your quotes from the Holded mobile app.
Is there a word limit for notes or messages in Holded?
No, There is no word limit for notes or messages in Holded.
Can I include links or attachments in my Holded quote notes or messages?
Yes, You can include links or attachments in the notes or messages of your quotes in Holded.
Are notes or messages on quotes visible to my clients in Holded?
No, Notes or messages in your quotes in Holded are visible only to your internal team, not to your clients.
Can I search for specific notes or messages in my quotes in Holded?
Yes, You can search for specific notes or messages using the search function in the Quotes section in Holded.
Can notes or messages be scheduled to appear on specific dates in Holded quotes?
No, In the current version of Holded, you cannot schedule notes or messages for specific dates in quotes.
What type of information is useful to include in the notes or messages of my quotes in Holded?
It's helpful to include information relevant to your internal team, such as line item clarifications, specific instructions, or important reminders in your Holded quote notes or messages.
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