Ability to create and manage quotes

We have a service business that provides quotes which we then change to orders when the customer has decided to go ahead. It is only when the job is complete we change it to an invoice.

Being able to quote a client on the spot and then sending it on to them via email would be fantastic. Of course accessing it once job is completed and turning into an Invoice would also be fantastic.

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Sep 19 2017
Implemented

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Chris Thompson commented

June 17, 2018 23:16

Hi, the wait is over! Now everyone can create, view, edit, delete, and email quotes straight from the app on both iOS and Android.

You can also convert quotes to invoices, without leaving the app.

If you are looking for other quote related improvements please add a new idea for the specific improvement you are looking for, or if it already exists in the list of ideas please vote on it. Thanks.

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andrew carman commented

May 16, 2018 23:41

Yes quoting may be the solution to adding jobs when working out of fhe office.

As Essentials can already do this

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Ryan commented

May 16, 2018 18:45

Hello Chris,
There is still a few vital components missing.

1 if you make an item sale, that has to be built from other inventory items, you can't complete the invoice.

So even dummer, we cant just make it a sales order, so we aren't given the ability to save our work typing up the sale. Have to wait until back in office or can fire up laptop....

Why don't MYOB think it through and put in All the needed features for there customers...?

Kind Regards,
Ryan Caldwell
Spring Solution Consultant
AUSPRING INDUSTRIES
Get Outlook for Android

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Andrew O commented

May 09, 2018 23:29

It would be great to attach a terms and conditions PDF or a back page on the quote with the terms and conditions on it.

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Chris Thompson commented

May 09, 2018 23:22

Hi, below are the latest updates on quotes in the mobile apps...

MYOB Invoices iOS 5.6.0 - for AccountRight and Essentials users

Convert quotes to invoices.
Once you've created a quote and agreed on it with your customer, open the quote and tap the 'Convert to Invoice' button at the bottom. Voila - your invoice is ready, with all the details from the original quote!

MYOB Invoices Android 5.3.0 - for AccountRight users

Quotes on AccountRight 2018.1 (part 1) is here! If you're an AccountRight user, you'll see a nice, big quotes option on your app dashboard. Head inside to see a list of all your quotes, and tap any quote to see its details. Stay tuned because part 2 is just around the corner, featuring creating and updating quotes straight from the app, then to be followed by convert quotes to invoices.

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Jill commented

April 23, 2018 00:10

Thank you for listening MYOB

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Shani commented

April 10, 2018 01:51

Love the ability to quote from our iPad! Would be perfect if it had the ability to insert blank lines so as to be able to write more notes pertaining to the quote?

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Chris Thompson commented

April 09, 2018 07:19

You want it, you got it - AccountRight customers can now create quotes on the go on iOS devices! You can view, create and edit quotes right from the app (MYOB Invoices iOS v5.4.0).

AccountRight quotes on Android devices (and more quotes functionality) coming soon.

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Russ Van Bert commented

March 12, 2018 06:19

Rick: In the latest version 5.3.0, you can edit and email quotes.

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Will Rheese commented

March 11, 2018 03:03

And the ability to add photographs to the quote.
Have a look at TreeHQ

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Rick Aitchison commented

March 11, 2018 00:07

I just created a quote on the field but there is no option to send it to the customer? So now the customer needs to wait until I’m in front of my office pc to send it to them? Also after I completed the quote I could no longer edit/add items. Still needs work and fast!

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Chris Thompson commented

March 04, 2018 21:01

You can now create and edit quotes in MYOB Invoices - and it’s all synced with your MYOB software, saving you time when you’re back at the office. Currently only available to MYOB Essentials businesses; but sit tight, because AccountRight is coming soon.

You can now:

- Add multiple line items to quotes
- Edit and delete quote line items

This isn’t the end of our quotes journey, so stay tuned.

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Chris Thompson commented

November 14, 2017 07:02

Hi, we are currently developing the ability to manage quotes within the MYOB Invoices mobile app and expect to release this functionality in two parts over the coming weeks. Quotes (part 1) will see a nice, big quotes option on your app dashboard. Head inside to see a list of all your quotes, and tap any quote to see its details. Quotes (part 2) will feature creating and updating quotes straight from the app.

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Wayne Snell commented

October 26, 2017 03:43

Quoting via the app is something that is long overdue. I can't believe that a company that calls it's product 'Mind Your Own Business', leaves such a critical component out of it's software, so that we could actually be able to properly, mind our own business. And sticking with the quoting theme, why is it that we can check to see whether an emailed invoice that is sent via the software (either PC or App), has been delivered, viewed, printed, downloaded & even paid, but we can't check whether an emailed quote sent from PC has been delivered, viewed, printed or downloaded. Baffling. I've never liked MYOB. How hard can it be?

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Alan Deaner commented

October 26, 2017 01:05

100%, This is a need for us. We quote then Order then Invoice all from the field.

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Manuel Luis Busano commented

October 20, 2017 05:24

Yes, Quoting on the spot is very helpful

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