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: Change the order of line items in a quote 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...
Quotes...
It would be good to have a 'button' to select when a quotation has been "rejected", so rather than deleting it from Myob, or just sitting there still looking like an unpaid invoice. I hope I have described this suggestion aptly enough that it makes sense. All other ideas and suggestions regarding this would be gratefully accepted. :-)