Automation · Sales and quoting

Prepare in Holded the quote a customer asks you for on WhatsApp

An AI agent takes on WhatsApp what the customer asks for, checks prices and stock in Holded and leaves the quote created for your team to send.

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How do I prepare in Holded the quote a customer asks me for on WhatsApp, without typing it in?

When a customer asks you for a price on WhatsApp, a Met connected to Holded looks them up among your contacts and, if they are new, adds them with the details they give in the conversation. It takes the products or services from your Holded catalog, checks the stock of what they ask for and creates the quote with that. Then it opens it to check it has the right customer and lines and lets your team know. Sending the quote by email from Holded is not among the actions Met leaves on: your team reviews it and sends it from Holded.

Where it applies: España. Written for businesses in Spain that manage their quotes and invoicing in Holded.

What starts it

When the customer writes

It starts when a customer writes on WhatsApp asking for a price or a quote. There is no trigger to configure: the Met assigned to the line runs the procedure inside that conversation.

Nothing to set up. The Met assigned to that channel picks up the conversation and runs the procedure inside it.

Who runs it

Sales Met that prepares quotes in Holded

Finance and operations team

This is not a named, seeded Met. It is the Met that already answers the business's WhatsApp, with Holded connected. Its work ends when the quote is created and reviewed, or when it is missing a detail the customer did not give.

Run by the quotes and receivables Met

Channels: WhatsApp

What you need connected

Holded Collect and manage

6 steps · 7 tools

The procedure, step by step

Each step shows the tool that runs. They belong to the real connector: if one of them stopped existing, this page would not build.

1
Find the customer among your contacts

The Met asks the customer for their name or their company's name and looks them up among your Holded contacts. That way it does not register them twice and the quote goes on the record that already exists.
- search_contacts Holded
2
Add them if they are new

If they do not show up, the Met creates the contact with the details the person gave in the conversation. If something your team needs to invoice them later is missing, it asks instead of making it up.
- create_contact Holded
3
Take the products from your catalog

The Met looks in your Holded products and services for what the customer asked for, so the quote matches what you sell and not a description improvised in the chat.
- list_products Holded
- list_services Holded
4
Check stock before promising

For products, the Met checks stock availability. If there is not enough, it tells the customer before building the quote, instead of promising something you cannot deliver.
- get_product_stock Holded
5
Create the quote

With the customer and the products resolved, the Met creates the quote in Holded. A quote is not an invoice, so if the customer changes the quantity it can be redone with no effect on your invoicing.
- create_estimate Holded
6
Review it and notify

The Met opens the quote to check the customer and the lines, tells the customer their quote is being prepared and lets your team know there is one ready to review and send from Holded.
- get_estimate Holded

Before you start

What you need ready

The Met solves none of these for you. If one is missing, the automation stops there.

Holded with your products and services loaded

Your team loads in Holded the products and services it sells. Whatever is not in the catalog, the Met does not add in this procedure: creating products is not among the actions that are on.
Holded connected in Met with a role that can write

In Met, open Connections → Holded → Connect. When authorizing in Holded choose the Operational role, or Custom with permission to create contacts and quotes; with Analyst the Met can only read.
A WhatsApp line with the Met assigned

The business connects its WhatsApp Business API line and assigns the Met that answers customers. What the customer asks for is taken inside that conversation.

The limits

What this automation does NOT solve

Better said here than discovered halfway through the rollout.

It does not send the quote by email from Holded: that action is not among the ones Met leaves on. Your team reviews it and sends it from Holded.
It does not turn the quote into an invoice: invoicing is not among the actions that are on either. When the customer accepts, your team invoices in Holded.
It does not negotiate the price or apply discounts on its own: it quotes with what is in your catalog, and how far to go down is decided by a person.
It does not ask for confirmation in the chat before creating the contact or the quote: if the actions are on, it does it. A quote has no effect on your invoicing.

FAQ

Questions about this automation

Not from Holded with this connector as it arrives: sending by email is not among the actions that are on. The Met leaves the quote created and your team sends it.

The quote can be updated or redone with no effect on your invoicing. That is why this procedure ends in a quote and not an invoice.

Not in this procedure. If the product or service is not in your Holded catalog, the Met tells your team to add it first.

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