Quotes Automation For WHMCS

Quotes Automation For WHMCS

Developed By ModulesGarden

Compatible with WHMCS v7.6

ModulesGarden WHMCS Logo

ModulesGarden 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.

Admin Area Features:

  • 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 Features:

  • 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



5 stars
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1 star

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

  • 1 week ago

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
  • All versions of WHMCS v7.5
  • All versions of WHMCS v7.4
  • Selected versions of WHMCS v7.3
  • All versions of WHMCS v7.2
  • All versions of WHMCS v7.1
  • All versions of WHMCS v7.0

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


v1.2.8 Released September 14th, 2018

Latest Version

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


Previous Versions

v1.2.7 Released July 30th, 2018

View/hide detailed changelog

  • 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

View/hide detailed changelog

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


v1.2.5 Released February 22nd, 2018

View/hide detailed changelog

  • 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

View/hide detailed changelog

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

View/hide detailed changelog

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


v1.2.2 Released October 4th, 2016

View/hide detailed changelog

  • 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

View/hide detailed changelog

  • 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

View/hide detailed changelog

  • Bug Fix: Minor tweaks to multi-language support


v1.1.1 Released April 21st, 2016

View/hide detailed changelog

  • 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.

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.

Advanced Billing For WHMCS

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

Account Statements Module

Send account statements to customers

Billing Extension

The definitive solution for all your billing needs with a lot of new features