- TamFowlerCover User
We really need to get MYOB to listen to this... any ideas on how to escalate this topic? I would think it was an easy update/implementation for them as they have the feature for Invoices already to 'Save and Copy'.
- TamFowlerCover User
We really need the feature to be able to Save an Copy Quotes PLEASE!
It's the same feature as in Invoices, so shouldn't be difficult to implement. It's such a time-saver to be able to regenerate a similar quote...
A step further would be being able to create a quote, from a similar invoice even (not all invoices are generated from quotes)... Ie a new customer wants a quote on the same items as an existing customers order (which didn't start with a quote)...
PLEASE let's get some momentum behind this. However, to get a higher response to grab MYOB's attention - please vote on this forum:
- Steven_MFormer Staff
Hi TamFowler
Thank for your feedback in regards to this idea and showing your support for voting for this idea.
At this stage we are unable to directly advise a time frame for when this idea will be marked for development and implemented into the software. However we are encouraging members of the MYOB Community that would like to see this particular idea included to vote and comment if required for this idea. - KF_SteveContributing Cover User
We have just come over the MYOB after using another business software package for many years, which was required by our accountant .
I am in agreement with all on this thread
We do repetitive quotes with almost the same wording , we did have the capacity to copy quotes with our old software
I think it is essential to either have this capacity or a "template' on MYOB
- SimonPPSCover User
100% behind the need for this feature.
Not being able to create a copy of a quote for editing is ridiculous, especially as you can do it for invoices and purchases.
When quoting big jobs, the need arrises to submit quotes with different options so a quote with hundreds of items on it may need to be resubmitted with one or 2 lines different, having to retype the whole quote from scratch or overwrite the existing quote is not a viable option.
- AndrewSimmsExperienced Cover User
This idea was posted in June 2014? Whats the go? I took it for granted that myob would have basic functions like this sorted out.
For example a client wants us to split a quote into two, so I have to build a whole new quote instead of just copying the original and deleting some transaction lines which I could do this in MS Word in under a minute.
- McGazCover User
This absolutely needs to happen. It seems to be a very basic funtion that is missing.
We have been using the program for a coupleof years and still no sign of this development happening.
It wastes alot of time retyping these quotes.
We are now considering moving to a competitor as they seem to have these basic funtions in place.
- triggerprodCover User
This would be a fantastic TIME SAVING feature for all! As a SME I am under demand to provide quotations for all our jobs, but with little human resources. This duplication feature would allow me to simply copy similar quotes, make the necessary amendments and send quickly to my customers. 10 out of 10!
- TwincreativeExperienced Cover User
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.
- Reason8910Cover User
Really need this!!
- vicsolazoneCover User
We need this desperately. When do you think this option will be available?
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