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MYOBAssistPM's avatar
MYOBAssistPM
Contributing User
2 months ago

Quotes is now available in MYOB Assist!

Great news: Quotes has officially launched the MYOB Assist mobile app, making it easier to create and send quotes while on the go.

 

To access Quotes, make sure your MYOB Assist app is updated to the latest version.

How to update?
  • iPhone: Open the App store > search MYOB Assist > tap Update
  • Android: Open the Google Play store > search MYOB Assist > tap Update

Once completed the Quotes tile will appear on your Assist home screen.

What can you do with Quotes?
  • Create quotes on the go
  • Edit and update quotes
  • Send quotes instantly via email or share options
  • Track their status (sent, accepted, declined, resent)
  • Convert quotes to invoices in a tap
Who can access Quotes?

Quotes in MYOB Assist is available to users in one of the following roles:

  • Owner
  • Administrator
  • Sales

If a user doesn't have permission to create quotes in MYOB Business, they won't the Quotes tile in the Assist app.

How does Quotes layout work?

You don't need to select a layout type when creating a quote.
MYOB Assist determines the layout automatically based on what you add:

 

  • Adding only items > uses the Combined layout in MYOB Business and the Items layout in AccountRight
  • Adding only custom items without editing the unit pricing fields > uses the Services layout

This keeps quoting flexible and consistent without extra setup.

Where can I find Quotes?

Just open MYOB Assist and tap the Quotes tile in the home screen

4 Replies

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    1 month ago

    Hi theguysthat, 

     

    Totally get where you’re coming from if you were hoping for something just for MYOB Assist. There isn’t a separate Ideas board just for the Assist app at the moment.

    You can pop your suggestion on the main Ideas boards instead, depending on what you’re using:

     

    Regards,
    Genreve 

  • theguysthat's avatar
    theguysthat
    Member
    1 month ago

    Thanks for you feedback, however I have no idea what, where, or how the MYOB Assist board is.

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    1 month ago

    Hi theguysthat,

     

    Thanks for your feedback. Not having your pre‑made Notes in the MYOB Assist app can really throw off your workflow, especially if you rely on them a lot for quotes while you’re on the go. We’re still working on improving the app to better support your business, so I’d really recommend creating a separate post on our MYOB Assist board for this feature. That way, our product team can see how important this is for you and how it would make the app much easier to use for quoting.

     

    Cheers,

    MYOB

  • theguysthat's avatar
    theguysthat
    Member
    1 month ago

    When creating a quote on the new MYOB assist app it doesn't have my pre made Notes available to select. We use these heavily and makes the app useless to us. Have to revert back to online version

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