Skip to main content

Generate customised quotes in seconds.

With this free Holded tool you can create and send customised quotes.

ConceptPriceQty.Total
creador de facturas

How does Holded's quote creator work?

1.Customise the design

You can customise it by adding your logo and corporate colours. Faster than designing it by hand.

2.Fill in the necessary information

You need your tax details, your client's details and the information about your products or services to invoice.

3.Save and send from Holded

Send the invoice through the Client Portal within Holded by creating a free account. Quick and easy.

CUSTOMER REVIEWS

What they say about us

A platform that keeps evolving

We have been with Holded for several years and one thing I especially value is that the platform is in constant evolution. I don't have the feeling that it is a product that gets stagnant, but rather the opposite: they continuously incorporate improvements and new functionalities. And above all: they listen to the customers.

Iñaki Dominguez

11/09/2026

We use Holded and it's amazing

We use Holded and it's amazing, everything is very clear and very useful. And when we have any doubts, they resolve them immediately, in our case Berta solved all our doubts, and explained everything super clearly and informed us of many functions that we didn't know would work so well for us!

Luis Ochoteco Asensio

10/09/2026

Very good first impression

Very good first impression. I just started using Holded and, for now, I am very happy with the experience. I found it quite intuitive and I was able to start working with it quickly.

José Rey

10/09/2026

Excellent

Excellent attention from Monica to help me set up my account in Holded, it really is a language that is very difficult for me and she has been very patient and solution-oriented with all the clumsiness I had when entering my information for the first time. Thank you!

Marina

08/09/2026

Holded is a wonder

The system is super intuitive, anyone without administrative knowledge can use it. It is a great help for managing a company. The technical team is always there to resolve doubts. They listen to the customer in their suggestions. I couldn't be happier with this software.

Climatizalicante

31/08/2026

For the kindness with which I have been…

For the kindness with which I have been attended and very favorable resolution of the matters raised. The agents always attend with kindness and put all their effort into solving difficulties. When they don't succeed, despite their effort to find other alternatives, it is due to limitations of the program.

Felipe

21/08/2026

The good experience stands out in that they have resolved my inquiries and willingness to improve suggestions

The good experience stands out in that they have communicated very well to their employees the correctness and good treatment with which to assist Holded users. They are very professional and competent in their knowledge and preparation. Regarding the program, it has some gaps that I have communicated to the personal agents and they have told me that they would pass it on to the corresponding department.

Felipe

18/08/2026

Fast, impeccable support.

Fast, impeccable support.

Sandra

05/08/2026

Solved satisfactorily and kindly

The three questions I raised were solved satisfactorily, with exquisite treatment from the person who looked after me.

Felipe

04/08/2026

Very good user support

Very good user support.

Enrique Rodriguez

28/07/2026

They helped me file my quarterly taxes

They helped me with the quarterly filing through Holded, explaining every step I couldn't understand. Thank you.

Oleksandr

23/07/2026

Everything perfect

Everything perfect, they solved it for me fast.

Jorge Collantes Miguel

22/07/2026

Committed to helping you

The Holded team always responds with a great attitude, looking to get everything solved as quickly as possible.

Federico

15/07/2026

A very good experience with the platform

A very good experience with the platform; they patiently solved my question about filing tax forms. A thousand thanks.

Juan Antonio

15/07/2026

Holded: An excellent business tool backed by an incredible support team!

We've been using Holded in our company since 2024 and it has really made a difference. The platform is excellent for managing our bank accounts, accounting, projects and CRM, which makes our daily operations incredibly smooth and efficient. It's a fantastic business tool, but what makes it even better is its excellent customer service. The support team responds quickly and clearly, and is extremely efficient whenever we need help. It's very reassuring to use software this good backed by such a dedicated team. Highly recommended!

James Blanchfield

08/07/2026

I recommend

I am working with this platform and the truth is that I feel very comfortable. Very intuitive interface, easy to use and perfect for day-to-day. It is also worth mentioning the customer service: when I have requested assistance, they have responded very quickly. Without a doubt, a 10 out of 10.

Manu P

03/07/2026

Very good platform for management…

Very good platform for business management. Easy to use and complete. Very satisfied with the experience and the service offered. Totally recommendable.

Jlledo

25/06/2026

Online training

The online training that the team has provided us has been super clear, structured, and adapted to our needs. The trainer resolved all doubts immediately, demonstrating that the platform is very visual and intuitive. Great pre-sale support!

Mariló Irimia

25/06/2026

Holded, good global solution for small businesses

The trainer gave a good overall view of the solution. It is true that there were topics that were not covered, but in 1 hour it is very difficult to address all areas of an ERP like Holded, which although it appears simple, is capable of covering many areas.

Antoni Mallol

22/06/2026

Carlota was very decisive

Carlota was very decisive, she cared about providing solutions, something we had not had until now, so I am very grateful for her management and professionalism.

Pedro Ruiz

15/06/2026

Easy usability

Easy usability. Multi-device access. Quick responses to doubts. Everything is great. We are super happy with the program.

FOGUERA PORT D'ALACANT Alicant

04/06/2026

Super effective

As always, Carlota resolves doubts, helps to understand, answers clearly and concisely, and no beating around the bush. It is a luck to be helped by her.

alicia

28/05/2026

Super correct service with a…

Super correct service with excellent attention from the Holded advisor. Highly recommendable for any doubts about Holded.

Anna - Effitronix

21/05/2026

I have been with them since 2018 and they only do…

I have been with them since 2018 and they only keep improving, besides the fact that the team is always willing to find solutions to any doubts that may arise. I always recommend them.

Mònica Wela

18/05/2026

Professionals who resolve.

Good support team that resolves your doubts in a timely manner. Customer service is impeccable and the software is powerful but intuitive to use.

Josué Fierro

16/05/2026

Marianella solved my questions, 10 out of 10

Marianella solved my questions like no one else at Holded had managed to. Many thanks for the technical knowledge and the speed in resolving my question.

Antonio Alameda Ortega

11/05/2026

Excellent explanation!

Until now I had not had such a clear explanation as the one they just gave me, thanks to the video they have saved me a lot of time and inquiries to the chatbot.

Barbara

07/05/2026

I recommend Holded to everyone

I recommend Holded to everyone! It's been a fantastic experience. Everything super simple and well organized. My heartfelt thanks to Aymara for everything.

Rangone Yoga Elena

30/04/2026

Excellent support

Excellent support from the Holded team. They helped me handle a very specific situation quickly, kindly and very professionally, giving me total peace of mind. A 10/10 service.

Aurelia

22/04/2026

Carlota helped me with TicketBai

Carlota took care of me and her support was excellent. She helped me a lot with some questions I had about TicketBai. Really happy with the way she handled it and with her explainer videos.

Noe

16/04/2026

Their help is fast every time

Their help is fast, professional and clearly on-target at every turn. Always kind despite our gaps. A special team. Having a service this serious gives us a lot of confidence.

José Cuadrado Garaeta

15/04/2026

We've been with Holded for 5 years

We've been with Holded for 5 years. It's an absolute must. It's like the Apple of CRMs: it has everything.

Lucas

31/03/2026

I love Holded!!!

The software is very easy and intuitive. On top of that, the training they offer and the help resources make learning enormously easier. Without a doubt, a tool I fully recommend.

Fincas Juma

31/03/2026

A complete and efficient system

We were pleasantly surprised that when you sign up for the software, it doesn't end there: they walk you through it and advise you so you can really optimize how you use it. You actually learn how to get the most out of every feature Holded offers as a platform.

Patricia

19/03/2026

Using Holded for 5 years and couldn't be happier

I've been using Holded for 5 years and couldn't be happier. I don't usually leave product reviews, but Holded deserves it. I think it's the product that makes my day-to-day easiest. I'd highlight invoice and payment management, and how easily my accountant can access my invoices, saving me a lot of headaches. Every month I discover a new feature.

Alejandro Gorina

17/02/2026

A great application

I've used many accounting and invoicing applications, and Holded strikes me as a simple, practical app that covers the vast majority of accounting and invoicing needs.

María José

17/02/2026

Help moving from Verifactu to SII

I asked for help moving from Verifactu to SII and Carlota took care of it. I’m very grateful for the speed, the guidance, the follow-through and the professionalism she brought to our company.

Administración Delta

06/02/2026

Recommended

This year I decided to take a step forward and professionalize my business. On a recommendation I started working with Holded, mainly for invoicing and accounting. I’m still in the early stages, but my experience is very positive, especially the training: it’s dynamic, clear and very well structured. Plus, you can get every question answered live, which makes learning and rolling out the software so much easier.

Elia CV

28/01/2026

Because it is so easy to use

For how easy it is to use, for how fast it is, because you don’t need to be an accounting expert to use it, for how simple it is to pull the most relevant data from my books, and for the support provided.

Mª Eulalia

20/01/2026

Excellent

Rating 4.2 / from 2,400 reviews on Trustpilot

Frequently asked questions

A quote is a document issued by a business or professional that details the estimated cost of a product or service before making a sale or hiring. Its purpose is to inform the client about the price, conditions and scope of the work to be carried out, enabling them to make an informed decision. Additionally, the quote serves as a preliminary agreement between both parties, avoiding misunderstandings about prices and service conditions. For businesses, it is a key tool for establishing a transparent and professional relationship with clients, helping to manage expectations and formalise the commercial proposal before closing a deal.

Yes, this Holded tool allows you to convert a quote (whether approved or not) into an invoice with a simple click. You will find the option inside the quote at: Convert > Invoice. You can also convert the document into a sales receipt or purchase order following the same procedure.

Yes, with this Holded tool you can include taxes in your quotes. Specifically, you can include the applicable VAT percentage and the corresponding IRPF withholding type. As for discounts, there is no dedicated field, but you can include them in the description itself by indicating them properly and using a negative figure.

Once your quote is created, you can send it directly to the client from the Holded tool. In fact, you have several options: 1. Send the quote to the client's email by clicking the blue Send button. 2. Share the link with your clients so they can view the document in the Client Portal. 3. Copy the link and send it to the client through any communication channel. This link will be valid for 48 hours, allowing clients to access the Portal without needing to set a password. 4. Download the quote in PDF format and send it directly to the client.

The offer

14 days free and half price for the first 3 months

  • Invoicing, accounting, banking, inventory, projects, CRM and team
  • Verifactu and e-invoicing included and kept up to date
  • Free access for your accountant
  • Assisted data import at no cost
  • Support by chat and phone

Company plans from

14,50 €29 €a month

for the first 3 monthsLimited-time offer

14 days free and no card. You pick a plan once you see it works, and you change or cancel whenever you want.

Start now

Put in your work email and go. No card.

By continuing you accept our Terms and Privacy Policy.

4.6/5 on Capterra