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Overview

Quotes Automation For WHMCS has been developed to shorten and simplify the entire process between quote preparation and order processing. With it, both the administrators and your clients will be allowed to place orders and then automatically generate invoices, all from the quote page directly.

The module will empower you to create and modify as many quote templates as you require, each with an adjustable set of products, addons, domains, or even custom items. You will be free to regulate your own relations of any specific quote item with an existing WHMCS product, addon, or domain, as well as manage discounts, recurring payments and other billing details applicable to a quote.

It is your move now. Order Quotes Automation For WHMCS and follow the shortest route from a quote to an order!

Features

  • Admin Area
    • Create Quote Templates:
      • Add Template Name And Quote Subject
      • Choose Quote Default Stage
      • Set Quote Currency
      • Define Validity Period
      • Add Proposal Text
      • Add Customer And Admin Only Notes
    • Add Items To Quote Template:
      • Choose Item Type:
        • Product
        • Addon
        • Domain
        • Product Set
        • Custom
      • Assign WHMCS Product/Addon/Domain To Item
      • Define Billing Cycle/Configurable Options/Custom Fields Of Product Item
      • Define Name/TLD/Registration Type/Registration Period/Addons Of Domain Item
      • Add Custom Item
      • Use Assigned Item Unit Price Or Override It With Custom Price
      • Define Whether To Apply Overridden Product Price To First Payment Only Or To Recurring Price
      • Define Item Quantity
      • Define Item Percentage Discount
      • Toggle Tax For Item
    • View Quote Template Sub Total, Tax, And Total Due Value
    • Convert Currency Of Items Prices
    • Duplicate Quote Templates
    • Create Quote Directly From Templates List
    • Configure Module Settings:
      • Include Product Descriptions In Quotes
      • Display "Accept Quote & Order" Functionality In Client Area
      • Redirect Client To Invoice After Quote Acceptance
      • Show Retired Products When Adding Items
      • Show Hidden Configurable Options When Adding Items
      • Display Custom Fields On Invoice
      • Display Configurable Options On Invoice
    • Define Product Sets
    • View Module Logs
  • Quote Management
    • Load Template To Existing Quote:
      • Replace Already Added Items
      • Append To Existing Items
    • Add/Change/Remove Quote Items Assignment To WHMCS Products/Addons/Domains
    • Add Additional Predefined Items To Quote:
      • Choose Item Type:
        • Product
        • Addon
        • Domain
        • Product Set
        • Custom
      • Assign WHMCS Product/Addon/Domain With Item
      • Define Billing Cycle/Configurable Option/Custom Fields Of Product Item
      • Define Name/TLD/Registration Type/Registration Period/Addons Of Domain Item
      • Add Custom Item
      • Use Assigned Item Unit Price Or Override It With Custom Price
      • Define Whether To Apply Overridden Product Price To First Payment Only Or To Recurring Price
      • Define Item Quantity
      • Define Item Percentage Discount
      • Toggle Tax For Item
    • Generate Quote Dedicated URL For Clients And Guest Customers
    • Place Order And Create Invoice On Quote Page
    • View Quote Custom Items On Order Summary
  • Client Area
    • Create Orders And Invoices Automatically On Quote Acceptance
    • Override Product/Domain Price With Price Shown On Quote
    • Choose Products On Quote From Provided Product Sets
    • View Quote As Registered Or Guest Customer
  • General Info
    • Multi-Language Support
    • Supports PHP 7.1 Up To PHP 7.4
    • Supports WHMCS Template Six
    • Supports WHMCS V7.8 And Later
    • Easy Module Upgrade To Open Source Version
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Changelog

v2.1.3 Released: Aug 18th, 2020
New Feature
  • WHMCS V8.0 and PHP 7.4 support
Removed
  • Support for PHP 7.0 and previous
v2.1.2 Released: Jul 8th, 2020
Improvement
  • Added possibility to set quantity as a floating-point number for custom items - case #386
Bug Fix
  • Fixed problem with obtaining domains list that could have occurred when editing the item - case #388
  • Resolved issue with assigning the type to items on the quote - case #390
v2.1.1 Released: Jun 2nd, 2020
Removed
  • Support for WHMCS V7.7 and previous
Bug Fix
  • Resolved problem with listing addons when adding a new item to a template when given addons were assigned to more than one applicable products - case #384
v2.1.0 Released: Apr 1st, 2020
New Feature
  • WHMCS V7.10 support
  • Product Sets - allow customers to choose one of the prepared products on the delivered quote
  • Deliver quotes for unregistered clients - a guest user can view the quotation from the provided link and register after its acceptation
  • Duplicate template - quickly copy the configuration from already existing templates to the new one
  • Decide whether to list products on quotes that are marked as "retired"
  • Decide whether to list configurable options on quotes that are marked as "hidden"
  • Choose whether to display product's custom fields and configurable options on invoices
  • Added support for "Hostname", "Root Password", "NS1 / NS2 Prefix" fields when adding the "Server/VPS" product type item
Improvement
  • Improved displaying product's configurable options and custom fields when adding items to the quote
  • Slight UI adjustments
Removed
  • Support for WHMCS V7.6 and previous
Bug Fix
  • Fixed problem with obtaining proper pricing for configurable options when multiple billing cycles were available to choose from
  • Resolved issues with listing available product addons when assigning an item to the quote
  • Many other small improvements and assorted code corrections
v2.0.5 Released: Dec 17th, 2019
New Feature
  • WHMCS V7.9 support
  • Choose whether products' descriptions will be included in quotes when adding a predefined item - case #330
Improvement
  • Products marked as "Retired" in WHMCS will no longer be shown when adding a predefined item to quote - case #322
Removed
  • Support for WHMCS V7.6 and previous
Bug Fix
  • Resolved issue with the enabled client's "Tax Exempt" option which was not properly respected by the module - case #334
  • Adding multiple product quantities to quote will longer have the same "relid" in database when generating the invoice - case #336
v2.0.4 Released: Aug 5th, 2019
New Feature
  • WHMCS V7.8 support
Improvement
  • Added dates cycles for item descriptions on the recurring service's invoices - case #328
Removed
  • Support for WHMCS V7.5 and previous
Bug Fix
  • Resolved issue that might have caused next day after order a second invoice generation by cron - case #327
v2.0.3 Released: Jul 8th, 2019
Improvement
  • It is now possible to add to templates the product items that require a domain
  • Added log records for errors from "localAPI" (e.g. when adding a user) - case #317
Bug Fix
  • Product with "one-time" billing cycle will no longer be displayed as "monthly" when adding a predefined item - case #320
  • Resolved problem with order placement if the product has a high number of configurable options assigned - case #323
  • Fixed problem with displaying a product with recurring billing cycle when adding a predefined item after it has been changed to free - case #324
v2.0.2 Released: Mar 26th, 2019
Removed
  • Support for WHMCS V7.4 and previous
Bug Fix
  • Resolved certain issues that might appear when migrating from module version 1.X - case #304, #315
  • Client will now be correctly assigned after creating a new quote in the CRM For WHMCS module - case #316
v2.0.1 Released: Feb 28th, 2019
New Feature
  • WHMCS V7.7 and PHP 7.3 support
Improvement
  • Adjusted font in tooltips
Removed
  • Support for WHMCS V7.3 and previous
Bug Fix
  • Corrected empty description field if a predefined item has been added with configurable options - case #314
  • Eliminated problem with configurable options of dropdown and radio types being set incorrectly after the order creation - case #312
v2.0.0 Released: Nov 28th, 2018
Improvement
  • Completely rewritten code
  • Rebuilt module user interface
  • Assorted language adjustments
  • Numerous template handling improvements
New Feature
  • Create and manage templates directly in the module addon
  • Manage template items directly in the module addon
  • View the summary of the template items' total sum, due tax and total due in the module addon
  • Define the validity period of a template based on a provided number of days
  • Define currency for items on a single template
  • Convert currencies of selected items and recalculate their prices within one template
  • Load created template from the module addon to a quote
  • Assign relation between any item on the quote and a WHMCS product, addon or a domain
  • View custom quote items on the order summary
  • View and delete logs of any action on the quote templates
Removed
  • "Save Template" and "Delete Template" buttons from quote summary - use the addon for management instead
  • Additional addon permission - to be re-implemented in the module upcoming version
Bug Fix
  • Eliminated assorted issues related to previously limited template handling
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
  • Stable Release
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Reviews

  • 2 years ago
    Save so much time for our sales guys to simply load a complex quote template, and change a few simple things.
Read More

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