I am reposting this idea from 2017 which has not been implemented, (Link below). Idea: Need to be able to view quotes online as you can with invoices. Must have an Accept or Decline button at...
B_ruce wrote:I am reposting this idea from 2017 which has not been implemented,
(Link below).
Idea:
- Need to be able to view quotes online as you can with invoices.
- Must have an Accept or Decline button at the top of the quote.
- On Accept of the quote, it must auto-create an invoice.
Workflow for an Accepted quote:
Customer views quote online just like invoicing > customer accepts the quote online > business gets an email notification of the accepted quote with a link to the original in MYOB > quote automatically turns into an invoice in MYOB under the customer's details > customer automatically gets an email notification of the new invoice > customer pays the new invoice.
Without this feature, you MUST:
- Get in touch with the customer or they get in touch with you, to discuss accepting the quote.
- Go into their quote.
- Then manually change the status to Accepted.
- Then click the Convert to Invoice button.
- Then you must click the accept button on the pop-up.
- Then you must click email invoice.
- Then you must click send invoice from the email invoice pop-up.
OMG!
Why has this not been implemented?
For businesses that send lots of quotes, this would be a huge time saver.
Time is money and automation is king!
For reference, attached is a screenshot from our Zoho quoting with the buttons mentioned.
Link to original post: https://community.myob.com/t5/MYOB-Business-Essentials-Idea/Quotes-Include-Accept-button-for-customer/idi-p/470333
yes why hasnt this been implemented? also there is not the option on quotes to move items up or down.....just typed up a quote and wouldnt move items up or down....so annoying...