Quotes Automation For WHMCS

Quotes Automation For WHMCS

Developed By ModulesGarden

Compatible with WHMCS v8.11

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
    • Use Merge Field Variables In Proposal Text, Customer And Admin 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/Addons/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
    • Require From Clients To Be Logged In To Access Assigned Quotes
    • 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/Addons/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 Features:

  • 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 8.2 Back To PHP 7.4
  • Supports WHMCS Themes "Six", "Twenty-One" And "Lagom WHMCS Client Theme"
  • Supports WHMCS V8.11 Back To WHMCS V8.8
  • Requires ionCube Loader V13 Or Later
  • Easy Module Upgrade To Open Source Version

 

Reviews

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guy @guy1291

June 15, 2023 at 11:10:53 AM

What an awesome module it is. It has a lot of Functonalities which WHMCS did not give and we can get them with the help of this module.
Everyone buy it Try it you should love it

  • 1 year ago
  • Version Number 2.2.4

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

  • 6 years 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!

  • 7 years ago
  • Version Number 1.2.4

Version Compatibility


Compatible with WHMCS v8.11

Full Version Compatibility


  • Selected versions of WHMCS v8.11
        8.11.0
  • Selected versions of WHMCS v8.10
        8.10.0
  • Selected versions of WHMCS v8.9
        8.9.0
  • Selected versions of WHMCS v8.8
        8.8.0

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

Changelog

v2.3.1 Released September 5th, 2024

Latest Version


  • New Feature: WHMCS V8.11 support
  • New Feature: Support for PHP 8.2 version
  • Improvement: Maintenance update and stability optimizations
  • Changed: Requires ionCube Loader V13 or later
  • Removed: Support for WHMCS V8.7 and previous
  • Bug Fix: Fixed "Call to a member function get() on array in /(...)/Fields.php:91" error that might occur when trying to add an item to a quote

 

Previous Versions


v2.3.0 Released April 3rd, 2024

View/hide detailed changelog

  • New Feature: WHMCS V8.9 support
  • New Feature: Add product addons related to the selected service when assigning a predefined item to a quote - case #488
  • Improvement: Added warring suggesting to save changes in the quote before loading an unsaved template to avoid data loss
  • Improvement: Included several new variables that can be used in quote proposal text, customer and admin notes
  • Improvement: When adding a predefined item to the quote, the "Taxed" toggle will be now automatically switched, based on the product's "Apply Tax" setting - case #448
  • Bug Fix: Corrected line break issues for custom fields on invoice items - case #474
  • Bug Fix: Solved problem with duplicating custom fields on an invoice when the "Shown on Invoice" setting was enabled in both the module settings and product configuration - case #493
  • Bug Fix: Eliminated issue of empty invoice items if the "Shown on Invoice" setting for custom field was disabled in product configuration but enabled in the addon module
  • Bug Fix: Fixed problem with duplicating custom field descriptions under invoice items when both the "Show on Order Form" option and the "Show on Invoice" option were enabled at the same time
  • Bug Fix: Enabled custom field "Admin Only" option will now properly hide the option from the quote's item description
  • Bug Fix: Resolved conflict with the Domain Orders Extended For WHMCS module that could prevent searching domains in the client area - case #504
  • Bug Fix: Fixed case where editing an item in the quote template and using the "Override Price" option resulted in the configurable options prices not being updated in the total unit price - case #479
  • Bug Fix: Resolved issue that could cause invoice item descriptions to be cleared after converting the quote to invoice when the "Configurable Options" toggle was disabled for "Invoice Settings" - case #449
  • Bug Fix: Solved problem that could prevent access to other WHMCS menu tabs once the addon module was opened
  • Bug Fix: Eliminated number of errors generated into the "tblerrorlog" database table
  • Bug Fix: Other minor code corrections, UI and language adjustments

 

v2.2.5 Released August 2nd, 2023

View/hide detailed changelog

  • New Feature: WHMCS V8.8 support
  • Improvement: Implemented language overrides support, enabling the utilization of customized translations
  • Removed: Support for WHMCS V8.5 and previous
  • Removed: Support for PHP 7.3 version
  • Bug Fix: Fixed problem with adding an affiliate manually if there was a custom item in the order, placed from the quote - case #481
  • Bug Fix: Eliminated "Argument #1 ($array) must be of type array" error that could occur when trying to edit a quote template - case #482
  • Bug Fix: Fixed issue with incorrectly setting up the product addon prices to zero value when adding a predefined item - case #487
  • Bug Fix: Other minor code corrections

 

v2.2.4 Released January 4th, 2023

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  • New Feature: WHMCS V8.7 support
  • Bug Fix: Fixed problems with listing product addons and their pricing that might occur when adding a predefined item to the quote - case #476
  • Bug Fix: Eliminated potential conflict with the "Swiss QR" module - case #477

 

v2.2.3 Released October 11th, 2022

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  • New Feature: WHMCS V8.6 support
  • New Feature: Support for PHP 8.1 version
  • Removed: Support for WHMCS V8.2 and previous
  • Removed: Support for PHP 7.2 version
  • Bug Fix: Fixed problems with the one-time billing cycle prices of the configurable options being loaded from the template as free - case #454
  • Bug Fix: Eliminated numerous entries generated into the "tblerrorlog" database table
  • Bug Fix: Resolved problem with the configurable options being displayed on the invoice although they were disabled in the settings
  • Bug Fix: Corrected calculation of the total template amount if it contained recurring configurable options
  • Bug Fix: Many other code corrections and UI improvements

 

v2.2.2 Released August 18th, 2022

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  • Bug Fix: Eliminated "No query results for model" exception error that occurred when the quote for a new client was saved without providing his details - case #451
  • Bug Fix: Solved issue with displaying the accept quote popup window on the "Twenty-One" theme
  • Bug Fix: Fixed problem when the quote could be accepted by the client who previously did not agree with the terms of service - case #428
  • Bug Fix: Resolved problem with SQL "Syntax error or access violation" notice that might have occurred upon the addon module activation - case #452
  • Bug Fix: Other minor code corrections

 

v2.2.1 Released June 22nd, 2022

View/hide detailed changelog

  • New Feature: WHMCS V8.5 support
  • Improvement: Exceeded module compatibility with the "Lara" WHMCS admin theme (note: see documentation for files replacement guidelines) - case #401
  • Removed: Support for WHMCS V8.1 and previous

 

v2.2.0 Released January 26th, 2022

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  • New Feature: WHMCS V8.4 support
  • New Feature: Decide whether the clients must be logged in to see their quotes or not
  • New Feature: Merge field parameter variables can now be used in the quotation proposal text, customer and admin notes - case #400
  • Improvement: A domain no longer need to be provided for each "Product Set" if none of the services require it
  • Improvement: Product addon description will be now visible when adding the item to the quote - case #437
  • Improvement: Added "Description" field under details of the item of a custom type that will be included in the quote
  • Improvement: Added notification to the "Generate Quote URL" window to inform that if the quote has not been delivered, the URL link will not work in the client area
  • Bug Fix: Fixed problem of the "Confirm" button in the "Generate Quote URL" modal window not working properly
  • Bug Fix: Other minor code corrections and UI adjustments

 

v2.1.6 Released November 8th, 2021

View/hide detailed changelog

  • New Feature: WHMCS V8.3 support
  • Removed: Support for WHMCS V7.10 and previous
  • Bug Fix: Fixed issue where the item's billing cycle could be changed to monthly by the module even when the product's pricing was set to one time - case #420
  • Bug Fix: Slight code adjustments

 

v2.1.5 Released May 20th, 2021

View/hide detailed changelog

  • New Feature: WHMCS V8.1 and V8.2 support
  • Removed: Support for WHMCS V7.9 and previous
  • Removed: Support for PHP 7.1 version
  • Bug Fix: Changing assigned item to the quote will now update the description field accordingly - case #412
  • Bug Fix: Fixed rare critical error that occurred while using the "Accept Quote & Place Order" button in the client area when a product had enabled "Stock Control" with 0 amount available - case #414

 

v2.1.4 Released January 4th, 2021

View/hide detailed changelog

  • Removed: Support for WHMCS V7.8 and previous
  • Removed: Certain Symfony PHP libraries as they are already in the WHMCS vendor
  • Bug Fix: Minor code corrections related to WHMCS V8.X
  • Bug Fix: Fixed certain security issues

 

v2.1.3 Released August 18th, 2020

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  • New Feature: WHMCS V8.0 and PHP 7.4 support
  • Removed: Support for PHP 7.0 and previous

 

v2.1.2 Released July 8th, 2020

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  • 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
  • Bug Fix: Resolved issue with assigning the type to items on the quote - case #390

 

v2.1.1 Released June 2nd, 2020

View/hide detailed changelog

  • 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 April 1st, 2020

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  • New Feature: WHMCS V7.10 support
  • New Feature: Product Sets - allow customers to choose one of the prepared products on the delivered quote
  • New Feature: Deliver quotes for unregistered clients - a guest user can view the quotation from the provided link and register after its acceptation
  • New Feature: Duplicate template - quickly copy the configuration from already existing templates to the new one
  • New Feature: Decide whether to list products on quotes that are marked as "retired"
  • New Feature: Decide whether to list configurable options on quotes that are marked as "hidden"
  • New Feature: Choose whether to display product's custom fields and configurable options on invoices
  • New Feature: 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
  • Improvement: 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
  • Bug Fix: Resolved issues with listing available product addons when assigning an item to the quote
  • Bug Fix: Many other small improvements and assorted code corrections

 

v2.0.5 Released December 17th, 2019

View/hide detailed changelog

  • New Feature: WHMCS V7.9 support
  • New Feature: Choose whether products' descriptions will be included in quotes when adding a predefined item - case #3830
  • 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
  • Bug Fix: Adding multiple product quantities to quote will longer have the same "relid" in database when generating the invoice - case #336

 

v2.0.4 Released August 5th, 2019

View/hide detailed changelog

  • 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
  • Resolved issue that might have caused next day after order a second invoice generation by cron - case #327

 

v2.0.3 Released July 8th, 2019

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  • Improvement: It is now possible to add to templates the product items that require a domain
  • Improvement: 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
  • Bug Fix: Resolved problem with order placement if the product has a high number of configurable options assigned - case #323
  • Bug Fix: 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 March 27th, 2019

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  • 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
  • Bug Fix: Client will now be correctly assigned after creating a new quote in the CRM For WHMCS module - case #316

 

v2.0.1 Released February 28th, 2019

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  • 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
  • Bug Fix: Eliminated problem with configurable options of dropdown and radio types being set incorrectly after the order creation - case #312

 

v2.0.0 Released November 28th, 2018

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  • 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

 

v1.2.8 Released September 14th, 2018

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  • 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

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

 

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