Currently, MYOB allows us to send quotes to customers, but there does not appear to be a simple way for the customer to electronically accept the quote.
It would be very useful if customers could open the quote and formally accept it online. This would reduce double handling, remove the need to manually track quote acceptance, and make the quote approval process clearer for both the business and the customer.
In some cases, we also require a customer purchase order before work can proceed. It would be helpful if, when accepting the quote, the customer could enter a PO number and optionally add comments or notes.
Suggested fields/actions:
- Accept quote button
- PO number field
- Optional customer comments field
- Confirmation timestamp showing when the quote was accepted
This would make quote acceptance more efficient, reduce admin overhead, and create a cleaner audit trail.
