15 Comments
Yes!! I would like the QUOTE to be changed to Estimate. With all the quick changes in pricing these days we cannot stick to the price that was quoted.
In this day and age with the volatility of service provision, I'd like to lead with "Estimate" as opposed to a "Quote" with a large amount of clause out text. Or even two separate options of providing an estimate or a quote.
Surely this can be done in MYOB, part of flexible business trading and keeping up with how things are at the moment. Any tips?
Having also received numerous estimates recently, seems common practice, but instead of manually creating them, would like to be able to use this MYOB system that is being paid for.
I'm too are looking to change the wording over from quote to estimate.
please add in the option.
I have the comparative luxury of being able to revert to my previous accoutning package (Xero) after finding this (and may other non-business owner centric issues) - sand I am going back as of 5 minutes from now.
It appears that MYOB have tried to shoe-horn an accounting package to fit with small business owners streamlined requirements but failed to make it work (this being one of many simple examples).
They really needed to start from a small business owners' perspective and work in what is actually needed to be compliant with various tax laws and just given the end-user what they needed but not too much else.
This is where Xero has succeeded. Xero lost me with no AIM provisional tax functionality support but based on my recent migration experience, AIM is something that I can manage without...
Over and out :)
Please make an estimate option available ASAP!
I raised this and was told that I was the first to mention this anomaly (Quotes and estimates are clearly different in law, as per various NZ government websites).
Looking at these posts, apparently I wasn't the first and only my threat to go straight back to Xero got me an reduced price Account Right subscription, whcih apparently can do this for me.
Subsequently, I found that I was eligible for the reduced price option anyway as I've been out on my own for less than 2 years...
- JodeeCover User
Being able to create an estimate first, that could then be changed to a quote then if successful an invoice would be so useful.
We are a building company where it is impossible to give a quote (a price you must stick to) when a lot of clients dont have final drawings etc.
We create a comprehensive estimate which we have to do in word, which doesn't look as professional as the quotes or invoices created from MYOB.
Please MYOB we need to be able to create an Estimate.
- BaluCover User
Hi,
is it possible to change QUOTE to ESTIMATE in Myob Essential.
Beeing a contractor and having to be "flexible' with lots of the jobs we do, would require to provide our customers with an "ESTIMATE ONLY" .
Can anyone help please.
Thanks a lot
Herbie
- GlennSparrowFormer Staff
It woudl be great for tradespeople to be able to rename a Quote to an Estimate in Essentials. This will help them with the quoting process as an estimate is what is normally provided as work can "blow out"
- JodeeCover User
Being able to create an estimate first, that could then be changed to a quote then if successful an invoice would be so useful.
We are a building company where it is impossible to give a quote (a price you must stick to) when a lot of clients dont have final drawings etc.
It's annoying to have to register and find this particular forum to put forward needed changes. Please make an ESTIMATE option available asap.
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