Changelog
v2.1.4
Released January 4th, 2021
Latest Version
- 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
Previous Versions
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
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- 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
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- 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
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- 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
v1.2.5
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
v1.2.0
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
v1.1.1
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
Abraham C @abraham5273
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
Tyson Buck @tyson5271
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!