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Please change the quotes so you can insert a blank line and insert a transaction line as you can do when doing a sales invoice.
MYOB Diamond Partner
"MYOB Business / Essentials Quotes insert blank line & insert transaction line"
I agree. I have a client who does a lot of quoting and they often have thier customers need to add something to the quote. They previously had no problems in doing this in the previous version. Now they are unable to unless they turn it into an invoice, which they don't want/need to do at this point of the transaction. MYOB please add this feature back in.
Yes! And also the reorder line items.
The quote generator is extremely limited. It would be much more useful if you could:
That would make the quote creator a useful tool that would help to win jobs rather than just an invoice with "quote" written on it. Quoting is part of the sales process and therefore needs to be treated as such, which means flexibility and presentation that will help win the project, make the sale etc
Thanks for your post, and welcome to the MYOB Community Forum.
We know how beneficial it would be to enter or insert a blank row or line item. We believe in fostering innovation and listening to our customers' valuable feedback. Your suggestion will be carefully reviewed by our team, who are always looking for ways to improve and expand our product offerings.
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