Forum Discussion

Tony40's avatar
Tony40
Member
8 months ago
Solved

Changing Quotes

How do I add a line into a quote, just for text and not assign a category

Also how do I rearrange the lines in a quote after they are filled.

Can do this with an invoice but having trouble doing it with a quote.

Thanks, Tony

  • Hi Tony40​ - thanks for the question.

     

    You can add text into the Description field in a line on the quote without having to add any category, item or pricing info.

     

    But unfortunately you can't adjust the position of the lines in a quote the same way you can in an invoice.

     

    I hope this helps.

     

    Adrian

7 Replies

  • Anna18's avatar
    Anna18
    Experienced User

    I would like to add notes/comments in the body of the quote that go accross the page, instead of in the item description space, that pertain to the quote line items (out side of the comments section at the bottom of the page).

    • Princess_R's avatar
      Princess_R
      MYOB Moderator

      Hi Anna18,

       

      Being able to drop notes right into your quotes or invoices would be so convenient, especially if you'd love adding personal touch for your clients. At the moment, there isn’t a way to insert notes or comments right in the middle of the quote itself, but you can still tweak your templates or add terms and conditions at the bottom of the page. If this is something you’d love to see in future updates, you might want to share your suggestion on our Ideas board. Our product team pays close attention to feature requests with lots of votes from users.

       

      Cheers,

      Princess

  • I couldnt agree more with this post. It is so incredibly frustrating that we cannot add/reorder the lines in a quote. It's enough of a deterrent for me to start considering the move to Xero. 

    • MickSleep's avatar
      MickSleep
      Member

      Completely agree with this - it needs to be addressed and fixed ASAP. It makes no sense to me why this function doesn't already exist, or can't be added now...

  • LCrowhurst's avatar
    LCrowhurst
    Trusted Cover User

    i agree when are you going to allow us to: 

    1. Change the order of line items in a quote? there used to be this option ages ago..there was little dots on the side and you could drag items up and down...i have two quotes i am getting out today where i need to add items and move items down but I cant without alot of work involved. very frustrating. 
  • Hi Tony40​ - thanks for the question.

     

    You can add text into the Description field in a line on the quote without having to add any category, item or pricing info.

     

    But unfortunately you can't adjust the position of the lines in a quote the same way you can in an invoice.

     

    I hope this helps.

     

    Adrian

    • Anna18's avatar
      Anna18
      Experienced User

                                                                                                                                              13/08/2025

      Hi SupportNoteGuy,                 

       

      Adding text in the Description field in a line on the quote is not an acceptable solution.

      The space is too small for "precise" information to be imparted, and can lead to a simple one page quote blowing out to three pages.

       

      Reading through the forum this suggestion has been raised by others over the past couple of years and developers need to address it, and not mark as solved with "You can add text into the Description field in a line on the quote without having to add any category, item or pricing info.".

       

      And same goes for 'Changing the order of line items in a quote', I note this has also been requested and suggested by others in the forum.  Whilst your voting system on suggestions is great in theory, it's seems to be failing those of us who are typing QUOTES in MYOB daily and need the flexibility to:

      1. Change the order of line items in a quote
      2. Add a text line item that uses the full width of the page, (not just the small description field)

       

      I really hope this message finds the right person that will get these changes done in a timely manner.

       

      Thank you in advance!

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