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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
        • 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
    • Create Quote Directly From Templates List
    • Define Whether To Enable "Accept Quote & Order" Functionality In Client Area
    • Define Whether To Redirect Client To Invoice After Quote Acceptance
    • 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
        • 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
    • 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
  • General Info
    • Multi-Language Support
    • Supports PHP 5.6 Up To PHP 7.3
    • Supports WHMCS Template Six
    • Supports WHMCS V7.5 And Later
    • Easy Module Upgrade To Open Source Version
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Changelog

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
  • Initial Release
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Reviews

  • 7 months 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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