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Overview

Quotes Automation For WHMCS will let you accelerate and automate the process from preparing a quote to placing an order. The module will prove useful for everyone since it allows both you and your precious clients to place orders and then create invoices automatically without the need to leave a quote page! There is also an option for administrators to set billing cycles for products and define levels of recurring payments.

What is more, the module will allow you to automate your daily tasks and save your valuable time owing to a well-thought mechanism to create templates for quotes. You will see the possibility to add, edit and delete templates as well as define and manage products, domains and addons which should be included in them.

It is your move now. Order Quotes Automation For WHMCS to shorten and simplify the orders processing in your company.

Features

  • Admin Area
    • Add Product/Domain To Quote:
      • Choose Product/Domain Billing Cycle
      • Choose Configurable Options
      • Define Custom Fields Values
      • Attach Addons
      • Edit Final Price
      • Define Discount
    • Save Quote As Template
    • Load Quote From Template
    • Remove Template
    • Place Order - Creates Order And Invoice From Quote
    • Choose Product Billing Cycle And Configurable Option
    • Define Whether To Apply Changed Price To First Payment Only Or To Billing Cycle Price
    • Define Whether To Remove Quote Upon Saving It As Template
    • Define Whether To Enable 'Accept Quote & Order' Functionality In Client Area
    • Define Whether To Redirect Client To Invoice After Quote Acceptance
    • Configure Permissions Per Admin Role
  • Client Area
    • Create Orders And Invoices Automatically On Quote Acceptance
    • Override Product/Domain Price With Price Shown On The Quote
  • General Info
    • Multi-Language Support
    • Supports PHP 5.6 Up To PHP 7.2
    • Supports WHMCS Template Six
    • Supports WHMCS V7.2 And Later
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Changelog

v1.2.8 Released Sep 14th, 2018
Bug Fix
  • Resolved issue with the "one time" billing cycle being incorrectly displayed when adding a new product
v1.2.7 Released Jul 30th, 2018
Improvement
  • Custom fields are now well aligned while adding a predefined product/service - case #105
Bug Fix
  • Eliminated issue that might cause that some module's additional buttons were missing when a new quote was created - case #98
  • Fixed Sub Total and Total Due always displaying $0.00 amount when the quote was loaded from a template - case #99
  • Corrected 'Error 414 - Uri is too long' that occurred when attempting to save a template with too long items' descriptions - case #102
  • Fixed product sorting in groups selected from the predefined product/service dropdown menu - case #104
  • When placing an order from a new client quote, the client information field will now be switched to the existing client after it has been created - case #106
v1.2.6 Released Apr 18th, 2018
New Feature
  • WHMCS V7.5 support
  • PHP 7.1 and 7.2 support
v1.2.5 Released Feb 22nd, 2018
Improvement
  • Quantities set in a quote are now used when placing an order from the quote
Bug Fix
  • Corrected pricing updates for predefined products
  • Resolved issue related to JavaScript
  • Fixed 'Call to undefined method' error that might have occurred when accepting the quote by a client
v1.2.4 Released May 18th, 2017
Bug Fix
  • Adjusted predefined product pricing for chosen billing cycles
  • Resolved problem with product's custom fields display
  • Enhanced sending email templates based on WHMCS settings
  • Corrected invoice generation after domain deletion from a quote
  • Minor code refinements
v1.2.3 Released Nov 9th, 2016
New Feature
  • PHP 7 support
Bug Fix
  • Minor tweaks
v1.2.2 Released Oct 4th, 2016
New Feature
  • WHMCS V7 support
v1.2.1 Released Aug 23rd, 2016
Bug Fix
  • Compatibility with WHMCS V5
v1.2.0 Released Jun 29th, 2016
New Feature
  • Toggle redirection to invoice after quote acceptance
  • Override and discount the item price on a quote
Improvement
  • Loading quote template triggers redirection to a new quote
Changed
  • Hide 'Admin Only' custom fields from quote
Bug Fix
  • Edit template saved using correct source quote
  • Create a quote without any predefined product or domain
v1.1.2 Released Jun 20th, 2016
Bug Fix
  • Minor tweaks to multi-language support
v1.1.1 Released Apr 21st, 2016
Bug Fix
  • Calculate domain prices
  • Calculate domain addon prices
  • Support for all configurable option types
  • Custom item support
  • Calculate tax
  • Use client currency
  • UI tweaks
v1.1.0 Released Apr 13th, 2016
New Feature
  • Templates page - manage all quote templates in a single place
  • Include product setup fee
  • Include products/domains configurable option price
  • Include products/domains addon price
  • Define products/domains custom field
  • Edit quote
Improvement
  • Refurbished admin area user interface
Bug Fix
  • Create product ordered through quote automatically
  • Add recurring product to quote
  • Add domain to quote
  • Minor tweaks
v1.0.5 Released Dec 21st, 2015
New Feature
  • WHMCS V6.2 support
v1.0.4 Released Aug 31st, 2015
New Feature
  • WHMCS V6 support
v1.0.3 Released Jul 20th, 2015
Bug Fix
  • Add client account upon quote creation
  • Order domain via quote
v1.0.2 Released Dec 8th, 2014
Bug Fix
  • Permissions for more than 3 admin roles
v1.0.1 Released Dec 2nd, 2014
Bug Fix
  • Multi-language issue
Changed
  • Support for custom admin's folder name
v1.0.0 Released Nov 14th, 2014
Launch
  • Initial Release
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Reviews

  • 10 months ago
    We use this module for marketing proposals and for custom development proposals. Works flawlessly and is a huge help with the use of templates. Just make minor modifications based off of our customers needs and then send. Easy!
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