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North Studio
Quote nº
Q-2026-0142
Issued to
Cliente Demo, S.L.
- €2,400.00
Brand identity workshop
40 h
- €840.00
UI design system
12 h
- €450.00
Quarterly retainer add-on
1
Trusted by 200,000+ businesses
From quote to payment in four steps
A seamless workflow that closes deals faster
Create your quote
Build professional quotes with itemized products, services, taxes, and discounts.
Client reviews
Send quotes via email or share a link. Clients can view, comment, and approve online.
Convert to invoice
One click turns an accepted quote into a ready-to-send invoice. No re-typing.
Get paid
Send the invoice and collect payment, with automatic reminders if needed.
Professional design
Templates that impress your clients
Your quotes represent your brand. Customize every detail, from colors and fonts to terms and conditions.
Branded templates
Add your logo, brand colors, and custom footer. Every quote looks polished and professional.
Itemized pricing
Add line items with descriptions, quantities, unit prices, discounts, and tax rates.
Terms & conditions
Include payment terms, validity periods, and custom notes on every quote.
Templates
12 ready-madeBrand color
Smart management
Track every quote from send to close
Never lose track of a proposal again. See the status of every quote in real time.
Version history
Revise quotes and keep a full history of changes. Compare versions side by side.
Expiry & reminders
Set validity dates and automatic follow-up reminders for quotes awaiting approval.
Status tracking
See at a glance which quotes are draft, sent, viewed, accepted, or rejected.
Quote
Q-2026-0142 · Cliente Demo, S.L.
Status
Version history
- v3, currentCurrentEdited 2h ago by María
- v2 · May 4Pricing tweaks · 3 changes
- v1 · Apr 28First draft
Quotes, proformas, and invoices: what's the difference?
Understanding the three key commercial documents
Quote / Estimate
A non-binding proposal with estimated costs. Used to negotiate and win business before committing.
- Non-binding
- Negotiable pricing
- No tax obligations
- Used before agreement
Proforma Invoice
A preliminary invoice showing expected costs. Often required for international trade or advance payments.
- Pre-invoice document
- Shows expected total
- Used for customs/advance
- No accounting impact
Invoice
A legally binding document requesting payment for goods or services delivered. Must comply with tax regulations.
- Legally binding
- Tax obligations apply
- Sequential numbering required
- Must be archived
More powerful features
Multi-currency
Quote international clients in their local currency.
Discounts & margins
Apply percentage or fixed discounts per line item or total.
Digital signatures
Let clients accept quotes with a legally valid digital signature.
PDF export
Download or share professional PDF quotes with one click.
Client portal
Clients can view all quotes and invoices in a self-service portal.
Duplicate & reuse
Clone existing quotes for similar projects, save hours of repetitive work.
“Holded cut our quote-to-invoice time from days to minutes. Our clients love how professional everything looks, and we love not having to re-type anything.”
Laura Martínez
Operations Director, Digital Agency
Other invoicing features you might like
Explore more ways Holded can streamline your invoicing.
Recurring Invoices
Automate your billing cycle with scheduled invoices. Set it once and get paid on autopilot: weekly, monthly, or yearly.
Learn moreCredit Notes
Issue credit notes to correct or cancel invoices. Keep your accounting clean with automatic balance adjustments.
Learn moreDelivery Notes
Generate delivery notes linked to orders and invoices. Track shipments and confirm goods received by your clients.
Learn moreFrequently asked questions about quotes and estimates
In practice, they're used interchangeably. Both are proposals showing expected costs for products or services. Holded lets you create both and convert them to invoices once accepted.
Yes. When you send a quote, your client receives a link to view it online. They can approve, request changes, or reject it, and you get notified instantly.
Just click 'Convert to invoice' on any accepted quote. All line items, prices, taxes, and client details are copied automatically. Review and send in seconds.
Yes. You can add custom terms, payment conditions, validity periods, and notes to any quote template. These are saved for reuse across future quotes.
Quotes have their own numbering sequence, separate from invoices. This keeps your accounting clean and lets you track conversion rates from quotes to actual sales.