In this article, we will teach you how to convert a quote into another document with Holded. Holded is a business management platform that allows you to import, create and convert documents quickly and easily. How to convert a quote into another document with Holded? is one of the most common questions we receive from our users, so we have prepared this step-by-step guide so you can do it without problems. Keep reading to discover how to use Holded to convert your estimates into other documents such as invoices, delivery notes, or delivery notes.

– Step by step -- How to convert a budget into another document with Holded?

• Access your Holded account: The first thing you must do is log in to your Holded account to be able to access all the available features.
• Go to the budget section: Once inside your account, go to the quotes section to find the document you want to convert.
• Select the budget you want to convert: Within the list of quotes, choose the one you want to convert into another document.
• Click on the convert option: Once you've selected the quote, look for the convert option at the top of the screen and click on it.
• Choose the type of document you want to convert the quote to: Select the type of document you want to convert the quote to, such as an invoice or delivery note, among others.
• Fill in the necessary details: Fill out all required fields and add any additional information required for the new document.
• Save the converted document: Finally, save the new document in the desired format and make sure the information is correct before completing the process.

FAQ

How can I convert a quote to another document with Holded?

1. Log in to your Holded account.
2. Select the “Budgets” tab in the menu.
3. Click on the quote you want to convert to another document.
4. Find and select the “Convert” option at the top right of the screen.
5. Choose the type of document you want to convert the quote to (for example, invoice, delivery note, etc.).
6. Click “Convert” to finish the process.

Is it possible to convert a quote into an invoice with Holded?

1. Access your Holded account and go to the “Budgets” section.
2. Select the quote you want to convert into an invoice.
3. Click “Convert” in the upper right corner of the screen.
4. Choose “Invoice” as the type of document you want to convert the quote to.
5. Press the “Convert” button to complete the conversion.

What are the steps to convert a quote into a delivery note in Holded?

1. Log in to your Holded account.
2. Access the "Budgets" section from the main menu.
3. Select the budget you want to convert into a delivery note.
4. Click “Convert” at the top right of the screen.
5. Choose the “Delivery Note” option as the document type for the conversion.
6. Finish the process by clicking “Convert”.

How can I convert a quote into an order with Holded?

1. Access your Holded account and go to the “Budgets” section.
2. Select the quote you want to convert into an order.
3. Click “Convert” in the upper right corner of the screen.
4. Choose “Order” as the document type you want to convert the quote to.
5. Confirm the conversion by clicking “Convert”.

Is it possible to convert a quote into a receipt with Holded?

1. Log in to your Holded account.
2. Go to the “Budgets” section from the main menu.
3. Select the quote you need to convert into a receipt.
4. Click “Convert” at the top right of the screen.
5. Choose “Receipt” as the document type for the conversion.
6. Finish the process by pressing the "Convert" button.

What are the steps to convert a quote into a delivery note in Holded?

1. Access your Holded account.
2. Navigate to the “Budgets” section in the main menu.
3. Select the quote you want to convert into a delivery note.
4. Click “Convert” in the upper right corner of the screen.
5. Choose the “Delivery Note” option as the document type for the conversion.
6. Complete the process by clicking “Convert”.

How can I convert a quote to a report with Holded?

1. Log in to your Holded account.
2. Enter the “Budgets” section from the main menu.
3. Select the budget you want to convert into a report.
4. Click “Convert” at the top right of the screen.
5. Choose “Report” as the type of document you want to convert the quote to.
6. Finish the process by pressing the "Convert" button.

Is it possible to convert a quote into a receipt with Holded?

1. Log in to your Holded account.
2. Go to the “Budgets” section from the main menu.
3. Select the quote you need to convert into a receipt.
4. Click “Convert” at the top right of the screen.
5. Choose “Receipt” as the document type for the conversion.
6. Finish the process by pressing the "Convert" button.

What are the steps to convert a quote into a proforma invoice in Holded?

1. Access your Holded account.
2. Go to the “Budgets” section from the main menu.
3. Select the quote you want to convert into a proforma invoice.
4. Click “Convert” at the top right of the screen.
5. Choose “Proforma Invoice” as the document type for the conversion.
6. Complete the process by pressing the "Convert" button.

How can I convert a quote to a custom document with Holded?

1. Access your Holded account.
2. Navigate to the “Budgets” section in the main menu.
3. Select the budget you want to convert into a personalized document.
4. Click “Convert” in the upper right corner of the screen.
5. Choose the “Custom Document” option as the conversion type.
6. Finish the process by pressing the "Convert" button.

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