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Product Ideas

Quotes: Add Save and Copy (as with invoices)

Contributing User

9Posts

52Kudos

0Solutions

9 Posts
Contributing User
Australia

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. 

Current Status: Done
Last Changed: December 2018

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.

31 Comments
Steven_M
MYOB Moderator
44,771 Posts
MYOB Moderator

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.