Quoting · Written tutorial · 4 min read

Troubleshoot your first quote

Resolve unsupported imports, missing settings and common quoting issues.

Updated October 9, 2026 · Based on the current Ovrendi workflow

The workbook will not import

Confirm that this is a supported single-run Han’s export, no larger than 2 MB. The supplied workbook format may use an .xls extension with XLSX content. Multiple reports, unsupported layouts and formula-dependent files may be rejected. Do not rename a different format to bypass validation.

The estimate is incomplete

Read Still needed and use the question mark next to a field. Enter actual gas consumption and electrical input values, or choose a manual charge. When a cost is included elsewhere or excluded, provide a reason.

Save revision is not working

Import a report, enter the required customer details, complete the calculation, confirm the imported report in step 2 and select the final review checkbox. Check the status message. Do not close the page until the revision appears in Saved quotations.

The PDF has old details

Saved revisions keep a snapshot. Update the profile, open the quotation and save a new revision to capture current details. Review the new PDF before sharing.

Access or trial message

Confirm you are in the correct company and have an allowed role and module. An expired trial can block operational actions. Ask your administrator to review access or billing; repeatedly signing in will not extend a trial.