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

 

Reviews

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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!

  • 10 months 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

v1.2.7 Released July 30th, 2018

Latest Version


  • 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

 

Previous Versions


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

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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

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  • 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.

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Billing Extension

The definitive solution for all your billing needs plus a lot of additional features

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