Have the options recently changed on quotes? I can't find anywhere that I can download a pdf or print my quote. I can email it to my client but I don't want to do that as I am sending other information with the quote so I want to send it from my email not through MYOB. How can I do this?
Hi sarahrigright - thanks for your question.
The quotes page has recently had some changes and you can now click Preview to view your quote as a PDF in a new browser tab - and then download or print it.
Here's a help topic with more details about quotes: Working with quotes
I hope this helps!
Adrian
Thanks for your reply. I have followed your recommendation and what used to be a simple process now requires more steps for me to do. Which is more time out of my busy day! I hit preview and the quote opens with some long file name. When I download the quote it saves as Unknown 8 on my computer - so I then need to rename the file to the quote number. Or if I preview the file and then save it instead of downloading it - I still have to go and manually type in the quote number to be saved as the file name. How is this making things easier? Do your IT people actually test these changes before they implement them? Can we please get this fixed so the file opens with the quote number in the file name?????
Hi sarahrigright,
I understand your concern about the additional steps required in the current process and the inconvenience it causes. The issue you're having with the file name not automatically being the quote number isn't really a bug, but more like a chance for us to make things better. We value your feedback and would like to encourage you to add this suggestion to our Ideas Exchange. It's a cool place where we collect ideas from users like you and consider them for future updates. Your thoughts can really help us make our system even better!
Feel free to get in touch anytime you need further assistance.
Cheers,
Princess
