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Share your ideas for improving MYOB Essentials Accounting. Vote on ideas and discuss them with the MYOB product development team.

MYOB Essentials

Client accepts or declines quote via MYOB essentials

kellynz
Contributing Cover User

7Posts

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0Solutions

7 Posts
Contributing Cover User
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I've noticed some other software providers are now sending quotes through with a button on the email that lets the client accept or decline the quote and presumably sends something back to record that the quote has been agreed too. Is there something like that we can set up in MYOB?

 

We've had so many problems with people this year accepting the quotes then quibbling over the bill later. I'm keen to have records of quote acceptance in MYOB as well as our systems so that we can have timelines etc to back us up further.

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