B_ruce's avatar
B_ruce
2 years ago
Status:
Open

QUOTES - View quotes online and have Accept and Decline buttons for invoicing

I am reposting this idea from 2017 which has not been implemented,
(Link below).

 

Idea:

  1. Need to be able to view quotes online as you can with invoices.
  2. Must have an Accept or Decline button at the top of the quote.
  3. On Accept of the quote, it must auto-create an invoice.

Workflow for an Accepted quote:
Customer views quote online just like invoicing > customer accepts the quote online > business gets an email notification of the accepted quote with a link to the original in MYOB > quote automatically turns into an invoice in MYOB under the customer's details > customer automatically gets an email notification of the new invoice > customer pays the new invoice.

 

Without this feature, you MUST:

  1. Get in touch with the customer or they get in touch with you, to discuss accepting the quote.
  2. Go into their quote.
  3. Then manually change the status to Accepted.
  4. Then click the Convert to Invoice button.
  5. Then you must click the accept button on the pop-up.
  6. Then you must click email invoice.
  7. Then you must click send invoice from the email invoice pop-up.

OMG!

Why has this not been implemented?

For businesses that send lots of quotes, this would be a huge time saver.

Time is money and automation is king!

 

For reference, attached is a screenshot from our Zoho quoting with the buttons mentioned.

 

Link to original post: https://community.myob.com/t5/MYOB-Business-Essentials-Idea/Quotes-Include-Accept-button-for-customer/idi-p/470333

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    2 years ago

    Hi B_ruce,

     

    You’re welcome! And thank you for your post.

     

    I appreciate you sending the link. This will provide us with ideas on how we can meet your expectations. We'll make sure to pass this on to the relevant team. We'll also keep you posted if there's any update from the relevant team. Once again, thank you for your support and understanding.

     

    Cheers,

    Princess

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    2 years ago

    Hi B_ruce,

     

    Thank you for reposting this idea. Feedback is a critical piece in how we decide to improve our software, so we're really grateful you took the time to share your suggestions and feedback. We also appreciate you explaining how this would be valuable and important to your business workflow.

     

    We understand that this feature will really help you save time and do less manual work. As we value you as our customer, we have passed your feedback on to the relevant team. There's no timeframe for when this will be implemented, but rest assured that we'll provide communication once we receive an update from the relevant team. We encourage other members of the community forum to vote for this idea so that we can build exactly what you're after.

     

    We always appreciate your suggestions and feedback. Once again, thank you for your understanding in this matter.

     

    Cheers,

    Princess