Quotes Automation For WHMCS

Quotes Automation For WHMCS

Developed By ModulesGarden

Compatible with WHMCS v7.6

ModulesGarden WHMCS Logo

ModulesGarden 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!

Admin Area Features:

  • 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 Features:

  • 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 7.2
  • Supports WHMCS Template Six
  • Supports WHMCS V7.2 And Later

 

Reviews

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Abraham C @abraham5273

October 10, 2018 at 01:59:30 AM

Great Product. Does what we need which allows us to be more efficient. Means we can communicate to our customs faster and more efficiently. Sending out a prebuilt template for quoting is definitely a time saver

  • 2 months ago
  • Version Number 1.2.8

Tyson Buck @tyson5271

September 30, 2017 at 04:40:21 AM

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!

  • 1 year ago
  • Version Number 1.2.4

Version Compatibility


Compatible with WHMCS v7.6

Full Version Compatibility


  • Selected versions of WHMCS v7.6
        7.6.0
  • All versions of WHMCS v7.5
  • All versions of WHMCS v7.4
  • Selected versions of WHMCS v7.3
        7.3.0
  • All versions of WHMCS v7.2

Support for this product

The best place to start if you need help with a specific product is to contact the developer. All WHMCS Marketplace developers have both a website and support URL listed.

Developed By ModulesGarden

Changelog

v2.0.0 Released November 28th, 2018

Latest Version


  • Improvement: Completely rewritten code
  • Improvement: Rebuilt module user interface
  • Improvement: Assorted language adjustments
  • Improvement: Numerous template handling improvements
  • New Feature: Create and manage templates directly in the module addon
  • New Feature: Manage template items directly in the module addon
  • New Feature: View the summary of the template items' total sum, due tax and total due in the module addon
  • New Feature: Define the validity period of a template based on a provided number of days
  • New Feature: Define currency for items on a single template
  • New Feature: Convert currencies of selected items and recalculate their prices within one template
  • New Feature: Load created template from the module addon to a quote
  • New Feature: Assign relation between any item on the quote and a WHMCS product, addon or a domain
  • New Feature: View custom quote items on the order summary
  • New Feature: 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
  • Removed: Additional addon permission - to be re-implemented in the module upcoming version
  • Bug Fix: Eliminated assorted issues related to previously limited template handling

 

Previous Versions


v1.2.8 Released September 14th, 2018

View/hide detailed changelog

  • Bug Fix: Resolved issue with the "one time" billing cycle being incorrectly displayed when adding a new product

 

v1.2.7 Released July 30th, 2018

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  • 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
  • Bug Fix: Fixed Sub Total and Total Due always displaying $0.00 amount when the quote was loaded from a template - case #99
  • Bug Fix: Corrected 'Error 414 - Uri is too long' that occurred when attempting to save a template with too long items' descriptions - case #102
  • Bug Fix: Fixed product sorting in groups selected from the predefined product/service dropdown menu - case #104
  • Bug Fix: 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 April 18th, 2018

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  • New Feature: WHMCS V7.5 support
  • New Feature: PHP 7.1 and 7.2 support

 

v1.2.5 Released February 22nd, 2018

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  • Improvement: Quantities set in a quote are now used when placing an order from the quote
  • Bug Fix: Corrected pricing updates for predefined products
  • Bug Fix: Resolved issue related to JavaScript
  • Bug Fix: Fixed 'Call to undefined method' error that might have occurred when accepting the quote by a client

 

v1.2.4 Released May 18th, 2017

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Bug Fix: Adjusted predefined product pricing for chosen billing cycles
Bug Fix: Resolved problem with product's custom fields display
Bug Fix: Enhanced sending email templates based on WHMCS settings
Bug Fix: Corrected invoice generation after domain deletion from a quote
Bug Fix: Minor code refinements

 

v1.2.3 Released November 9th, 2016

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  • New Feature: PHP 7 support
  • Bug Fix: Minor tweaks

 

v1.2.2 Released October 4th, 2016

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  • New Feature: WHMCS V7 support

 

v1.2.1 Released August 23rd, 2016

View/hide detailed changelog

  • Bug Fix: Compatibility with WHMCS V5

 

v1.2.0 Released June 29th, 2016

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  • New Feature: Toggle redirection to invoice after quote acceptance
  • New Feature: 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
  • Bug Fix: Create a quote without any predefined product or domain

 

v1.1.2 Released June 20th, 2016

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  • Bug Fix: Minor tweaks to multi-language support

 

v1.1.1 Released April 21st, 2016

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  • Bug Fix: Calculate domain prices
  • Bug Fix: Calculate domain addon prices
  • Bug Fix: Support for all configurable option types
  • Bug Fix: Custom item support
  • Bug Fix: Calculate tax
  • Bug Fix: Use client currency
  • Bug Fix: UI tweaks

 

See also

CleanHTML Invoice and Quote Template

CleanHTML Invoice and Quote Free template.

Free
GST WHMCS Module For India

As WHMCS does provide tax rules options where you can configure your GST tax but we have some extra features in our module that makes it stand out and necessary to use.

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Account Statements Module

Send account statements to customers

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Advanced Billing For WHMCS

Introduce extra billing models and charge your clients for actual server resource usage.

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Invoice Auto Login

Allow your clients to automatically login from Invoice Emails

Commercial