31 Comments
- SimonPPSCover User
100% behind the need for this feature.
Not being able to create a copy of a quote for editing is ridiculous, especially as you can do it for invoices and purchases.
When quoting big jobs, the need arrises to submit quotes with different options so a quote with hundreds of items on it may need to be resubmitted with one or 2 lines different, having to retype the whole quote from scratch or overwrite the existing quote is not a viable option.
- KF_SteveContributing Cover User
We have just come over the MYOB after using another business software package for many years, which was required by our accountant .
I am in agreement with all on this thread
We do repetitive quotes with almost the same wording , we did have the capacity to copy quotes with our old software
I think it is essential to either have this capacity or a "template' on MYOB
- Steven_MFormer Staff
Hi TamFowler
Thank for your feedback in regards to this idea and showing your support for voting for this idea.
At this stage we are unable to directly advise a time frame for when this idea will be marked for development and implemented into the software. However we are encouraging members of the MYOB Community that would like to see this particular idea included to vote and comment if required for this idea. - TamFowlerCover User
We really need to get MYOB to listen to this... any ideas on how to escalate this topic? I would think it was an easy update/implementation for them as they have the feature for Invoices already to 'Save and Copy'.
- TamFowlerCover User
We really need the feature to be able to Save an Copy Quotes PLEASE!
It's the same feature as in Invoices, so shouldn't be difficult to implement. It's such a time-saver to be able to regenerate a similar quote...
A step further would be being able to create a quote, from a similar invoice even (not all invoices are generated from quotes)... Ie a new customer wants a quote on the same items as an existing customers order (which didn't start with a quote)...
PLEASE let's get some momentum behind this. However, to get a higher response to grab MYOB's attention - please vote on this forum:
- Annette62Experienced User
Hi
Just new to Essentials and want to copy quotes. Can't believe the function isn't there already as with invoices. Is this function being added and if not is their a workaround?
thanks
Annette
- SkilledPlumbingCover User
I would like a "Save and copy" buttom on quotes so i can make new quote with the same information and retain the origional. currently i keep writing over my old quotes which can prove trouble some.
Just the same as invoicing.
- LCrowhurstTrusted Cover User
yes we needed this today. i had to sit and copy and paste two quotes. so time consuming. defiantely need the ability to save and copy quotes...:smileyfrustrated:
- TamFowlerCover User
I strongly agree! Seems like such a simple concept when invoices already has this function.
Thanks
Tammie
- NickH83Former Staff
Currently you can save & copy and invoice – could save & copy be added to the quote form as well?
In invoicing as well as a purchase order could a field for reference please be added and could both these fields be added to the Sales history screen?
- SkilledPlumbingCover User
I would like the same change i constantly have to make new quotes with all the same information
- Adrian1963Partner
I often create simmilar invoices and quotes sending them to different clients. It would be a great enhancement if MYOB Essentials allowed me to select an existing quote or invoice and create copy, then allow me to edit some of the details of the copy such as Customer etc.
- Adrian1963Partner
Yep, I see that but can this functionality also be added to quotes?
Adrian.
- Steven_MFormer StaffStatus changed:NewtoNew
Hi Adrian1963
Thank you for clarifying that information
When you do to save an invoice in MYOB Essentails you get the option of the Save button. To the right of that is the button is a drop down. Within here you can select to Save & Copy. This will save the invoice that you are working on and copy it so you can change the customer, amounts.. as required. - Adrian1963Partner
MYOB Essentials
- Steven_MFormer Staff
Hi G_I
Thank you for your enquiry and voting for into this idea.
Currently there is no direct workaround for saving quotes information to be used on another transaction, Information would need to be retyped onto the additional quote's if required. Alternatively you could use the Invoices>>Save and Copy option, however this would involved creating those transactions as invoices rather than quotes. - G_IExperienced Partner
I'm desperate for this feature this would save us hours! Are there any workarounds for the meantime?
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