B_ruce's avatar
B_ruce
User
10 months ago
Status:
New

QUOTES - View quotes online and have Accept and Decline buttons for invoicing

I am reposting this idea from 2017 which has not been implemented,
(Link below).

 

Idea:

  1. Need to be able to view quotes online as you can with invoices.
  2. Must have an Accept or Decline button at the top of the quote.
  3. 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:

  1. Get in touch with the customer or they get in touch with you, to discuss accepting the quote.
  2. Go into their quote.
  3. Then manually change the status to Accepted.
  4. Then click the Convert to Invoice button.
  5. Then you must click the accept button on the pop-up.
  6. Then you must click email invoice.
  7. 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

13 Comments

  • NikkiH's avatar
    NikkiH
    Experienced User

    It would also help if it would send reminders that quote is about to expire (just like invoice is due in 3 days etc) People need the reminders to get moving.

  • LCrowhurst's avatar
    LCrowhurst
    Trusted Cover User

    B_ruce wrote:

    I am reposting this idea from 2017 which has not been implemented,
    (Link below).

     

    Idea:

    1. Need to be able to view quotes online as you can with invoices.
    2. Must have an Accept or Decline button at the top of the quote.
    3. 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:

    1. Get in touch with the customer or they get in touch with you, to discuss accepting the quote.
    2. Go into their quote.
    3. Then manually change the status to Accepted.
    4. Then click the Convert to Invoice button.
    5. Then you must click the accept button on the pop-up.
    6. Then you must click email invoice.
    7. 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...

     

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator

    Hi All

     

    Thanks for sharing your idea again. Your feedback is super important for making our software better, and we really appreciate you taking the time to tell us your thoughts. It's great that you explained how this would be useful for your business.

     

    We get that this feature will save you time and reduce manual work, which is awesome. We've let the right team know about your feedback because you're an important customer to us. We don't have a set timeframe for when this will happen, but we'll keep you posted once we hear back from the team. It would be great if others in the community could also vote for this idea so we can make exactly what you're looking for.

     

    Thanks again for your suggestions and understanding.

     

    Best regards,

    Doreen