Cam2c's avatar
Cam2c
Contributing User
11 years ago
Status:
Done

Quotes: Add Save and Copy (as with invoices)

Ideally we could use recurring quote templates, but alternately it would be great to be able to take an existing quote and just save a copy and change the details. Cheers. 

Sales
T:Cash In

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  • HarmonySound's avatar
    HarmonySound
    Cover User
    7 years ago

    HI. I totally agree we need this feature. Surely it should be just like the invoices option. When having to redo a qoute of a few lines or a few hundred lines it is a big time waster. MYOB is meant to save us time!?!? Please sort this one and make our job easier. Thank you

  • Rochelle1981's avatar
    Rochelle1981
    Cover User
    6 years ago

    Yes I also need this function, if it could be added to the next update it would be very helpful. 

  • Steven_M's avatar
    Steven_M
    Former Staff
    6 years ago
    Status changed:
    New
    to
    Done

    Hi Everyone


    MYOB Essentials has the option Duplicate on quotes (as well as invoices). Selecting this option will duplicate the current transaction, saving it and allowing for a copy of that quote to be created for changes to be made/saving for a new quote.