Anna18's avatar
Anna18
Experienced User
23 days ago
Status:
Open

Quotes: Insert Lines, Insert Text Lines & ability to move above or below existing lines. Actually solve this PLEASE!

CHANGING QUOTES

 

Here are just a few previous requests that are falsely marked solved..  the functionality is already available in the invoice feature. 

And Yes, I have previously put the idea on the "Ideas board", what you fail to understand is that the people who want these changes are actually WORKING in their jobs and not constantly watching to vote on your "Ideas board"

 

And Yes, I am very frustrated!!    Your online software is a very sad far cry from your previous MYOB AccountEdge Pro.

 

MYOBuser10

Member

1 year ago

Status:

Closed

Insert Line to Quotes

The ability to be able to insert lines is essential for us in creating quotes. Including inserting a line prior to any transaction lines (which doesn't seem possible in invoices). The ability is already there for invoicing - please make is available to quotes asap.

 

 Anna18

Experienced User

  • 7 months ago
  • I would like to add notes/comments in the body of the quote that go accross the page, instead of in the item description space, that pertain to the quote line items (out side of the comments section at the bottom of the page).
    • Princess_R
    • MYOB Moderator to Anna18
    • 7 months ago
    • Hi  ,Being able to drop notes right into your quotes or invoices would be so convenient, especially if you'd love adding personal touch for your clients. At the moment, there isn’t a way to insert notes or comments right in the middle of the quote itself, but you can still tweak your templates or add terms and conditions at the bottom of the page. If this is something you’d love to see in future updates, you might want to share your suggestion on our Ideas board. Our product team pays close attention to feature requests with lots of votes from users.Cheers,
    • Princess

Tony40

Member

7 months ago

Solved

Changing Quotes

How do I add a line into a quote, just for text and not assign a category

Also how do I rearrange the lines in a quote after they are filled.

Can do this with an invoice but having trouble doing it with a quote.

Thanks, Tony

  • SupportNoteGuy7 months ago
  • Hi   - thanks for the question.You can add text into the Description field in a line on the quote without having to add any category, item or pricing info.But unfortunately you can't adjust the position of the lines in a quote the same way you can in an invoice.I hope this helps.Adrian
  •  

Anna18

Experienced User

to SupportNoteGuy

7 months ago

                                                                                                                                        13/08/2025

Hi SupportNoteGuy,                 

 

Adding text in the Description field in a line on the quote is not an acceptable solution.

The space is too small for "precise" information to be imparted, and can lead to a simple one page quote blowing out to three pages.

 

Reading through the forum this suggestion has been raised by others over the past couple of years and developers need to address it, and not mark as solved with "You can add text into the Description field in a line on the quote without having to add any category, item or pricing info.".

 

And same goes for 'Changing the order of line items in a quote', I note this has also been requested and suggested by others in the forum.  Whilst your voting system on suggestions is great in theory, it's seems to be failing those of us who are typing QUOTES in MYOB daily and need the flexibility to:

  1. Change the order of line items in a quote
  2. Add a text line item that uses the full width of the page, (not just the small description field)

 

I really hope this message finds the right person that will get these changes done in a timely manner.

 

Thank you in advance!

 

bluegardens

Member

1 month ago

I couldnt agree more with this post. It is so incredibly frustrating that we cannot add/reorder the lines in a quote. It's enough of a deterrent for me to start considering the move to Xero. 

 

MickSleep

Member to bluegardens

27 days ago

Completely agree with this - it needs to be addressed and fixed ASAP. It makes no sense to me why this function doesn't already exist, or can't be added now...

2 Comments

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    23 days ago
    Status changed:
    New
    to
    Open

    Hey Anna18

    Thanks for your idea! We'll be sharing this one with our product teams and have updated the status to open for other members of our community to vote and add weight to your idea.

  • MattOs's avatar
    MattOs
    Cover User
    1 day ago

    I'm also finding the lack of these features on the quote screen very frustrating. The functions already exist on the invoice screen, why not for quotes??

    Furthermore, it seems stupid that the quote screen and invoice screen have different formats/layouts. Quotes are created and then turned into invoices so why wouldnt the layout and functions of each screen be the same??