Overview
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!
Features
-
Admin Area
- 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
- Choose Item Type:
- 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
- Create Quote Templates:
-
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
- Choose Item Type:
- Generate Quote Dedicated URL For Clients And Guest Customers
- Place Order And Create Invoice On Quote Page
- View Quote Custom Items On Order Summary
- Load Template To Existing Quote:
-
Client Area
- 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
Changelog
v2.3.1
Released: Sep 5th, 2024New Feature
- WHMCS V8.11 support
- 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
v2.3.0
Released: Apr 3rd, 2024New Feature
- WHMCS V8.9 support
- 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
- Included several new variables that can be used in quote proposal text, customer and admin notes
- 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
- 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
- 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
- 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
- Enabled custom field "Admin Only" option will now properly hide the option from the quote's item description
- Resolved conflict with the Domain Orders Extended For WHMCS module that could prevent searching domains in the client area - case #504
- 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
- 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
- Solved problem that could prevent access to other WHMCS menu tabs once the addon module was opened
- Eliminated number of errors generated into the "tblerrorlog" database table
- Other minor code corrections, UI and language adjustments
v2.2.5
Released: Aug 2nd, 2023New Feature
- WHMCS V8.8 support
Improvement
- Implemented language overrides support, enabling the utilization of customized translations
Removed
- Support for WHMCS V8.5 and previous
- 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
- Eliminated "Argument #1 ($array) must be of type array" error that could occur when trying to edit a quote template - case #482
- Fixed issue with incorrectly setting up the product addon prices to zero value when adding a predefined item - case #487
- Other minor code corrections
v2.2.4
Released: Jan 4th, 2023New 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
- Eliminated potential conflict with the "Swiss QR" module - case #477
v2.2.3
Released: Oct 11th, 2022New Feature
- WHMCS V8.6 support
- Support for PHP 8.1 version
Changed
- Requires ionCube Loader V12 or later
Removed
- Support for WHMCS V8.2 and previous
- 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
- Eliminated numerous entries generated into the "tblerrorlog" database table
- Resolved problem with the configurable options being displayed on the invoice although they were disabled in the settings
- Corrected calculation of the total template amount if it contained recurring configurable options
- Many other code corrections and UI improvements
v2.2.2
Released: Aug 18th, 2022Bug 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
- Solved issue with displaying the accept quote popup window on the "Twenty-One" theme
- Fixed problem when the quote could be accepted by the client who previously did not agree with the terms of service - case #428
- Resolved problem with SQL "Syntax error or access violation" notice that might have occurred upon the addon module activation - case #452
- Other minor code corrections
v2.2.1
Released: Jun 22nd, 2022New 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: Jan 26th, 2022New Feature
- WHMCS V8.4 support
- Decide whether the clients must be logged in to see their quotes or not
- 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
- Product addon description will be now visible when adding the item to the quote - case #437
- Added "Description" field under details of the item of a custom type that will be included in the quote
- 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
- Other minor code corrections and UI adjustments
v2.1.6
Released: Nov 8th, 2021New 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
- Slight code adjustments
v2.1.5
Released: May 20th, 2021New Feature
- WHMCS V8.1 and V8.2 support
Removed
- Support for WHMCS V7.9 and previous
- Support for PHP 7.1 version
Bug Fix
- Changing assigned item to the quote will now update the description field accordingly - case #412
- 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: Jan 4th, 2021Removed
- Support for WHMCS V7.8 and previous
- Certain Symfony PHP libraries as they are already in the WHMCS vendor
Bug Fix
- Minor code corrections related to WHMCS V8.X
- Fixed certain security issues
v2.1.3
Released: Aug 18th, 2020New Feature
- WHMCS V8.0 and PHP 7.4 support
Removed
- Support for PHP 7.0 and previous
v2.1.2
Released: Jul 8th, 2020Improvement
- 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
- Resolved issue with assigning the type to items on the quote - case #390
v2.1.1
Released: Jun 2nd, 2020Removed
- 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: Apr 1st, 2020New Feature
- WHMCS V7.10 support
- Product Sets - allow customers to choose one of the prepared products on the delivered quote
- Deliver quotes for unregistered clients - a guest user can view the quotation from the provided link and register after its acceptation
- Duplicate template - quickly copy the configuration from already existing templates to the new one
- Decide whether to list products on quotes that are marked as "retired"
- Decide whether to list configurable options on quotes that are marked as "hidden"
- Choose whether to display product's custom fields and configurable options on invoices
- 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
- 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
- Resolved issues with listing available product addons when assigning an item to the quote
- Many other small improvements and assorted code corrections
v2.0.5
Released: Dec 17th, 2019New Feature
- WHMCS V7.9 support
- Choose whether products' descriptions will be included in quotes when adding a predefined item - case #330
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
- Adding multiple product quantities to quote will longer have the same "relid" in database when generating the invoice - case #336
v2.0.4
Released: Aug 5th, 2019New 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
Bug Fix
- Resolved issue that might have caused next day after order a second invoice generation by cron - case #327
v2.0.3
Released: Jul 8th, 2019Improvement
- It is now possible to add to templates the product items that require a domain
- 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
- Resolved problem with order placement if the product has a high number of configurable options assigned - case #323
- 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: Mar 26th, 2019Removed
- 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
- Client will now be correctly assigned after creating a new quote in the CRM For WHMCS module - case #316
v2.0.1
Released: Feb 28th, 2019New 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
- Eliminated problem with configurable options of dropdown and radio types being set incorrectly after the order creation - case #312
v2.0.0
Released: Nov 28th, 2018Improvement
- Completely rewritten code
- Rebuilt module user interface
- Assorted language adjustments
- Numerous template handling improvements
New Feature
- Create and manage templates directly in the module addon
- Manage template items directly in the module addon
- View the summary of the template items' total sum, due tax and total due in the module addon
- Define the validity period of a template based on a provided number of days
- Define currency for items on a single template
- Convert currencies of selected items and recalculate their prices within one template
- Load created template from the module addon to a quote
- Assign relation between any item on the quote and a WHMCS product, addon or a domain
- View custom quote items on the order summary
- 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
- 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: Sep 14th, 2018Bug Fix
- Resolved issue with the "one time" billing cycle being incorrectly displayed when adding a new product
v1.2.7
Released: Jul 30th, 2018Improvement
- 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
- Fixed Sub Total and Total Due always displaying $0.00 amount when the quote was loaded from a template - case #99
- Corrected 'Error 414 - Uri is too long' that occurred when attempting to save a template with too long items' descriptions - case #102
- Fixed product sorting in groups selected from the predefined product/service dropdown menu - case #104
- 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: Apr 18th, 2018New Feature
- WHMCS V7.5 support
- PHP 7.1 and 7.2 support
v1.2.5
Released: Feb 22nd, 2018Improvement
- Quantities set in a quote are now used when placing an order from the quote
Bug Fix
- Corrected pricing updates for predefined products
- Resolved issue related to JavaScript
- Fixed 'Call to undefined method' error that might have occurred when accepting the quote by a client
v1.2.4
Released: May 18th, 2017Bug Fix
- Adjusted predefined product pricing for chosen billing cycles
- Resolved problem with product's custom fields display
- Enhanced sending email templates based on WHMCS settings
- Corrected invoice generation after domain deletion from a quote
- Minor code refinements
v1.2.3
Released: Nov 9th, 2016New Feature
- PHP 7 support
Bug Fix
- Minor tweaks
v1.2.2
Released: Oct 4th, 2016New Feature
- WHMCS V7 support
v1.2.1
Released: Aug 23rd, 2016Bug Fix
- Compatibility with WHMCS V5
v1.2.0
Released: Jun 29th, 2016New Feature
- Toggle redirection to invoice after quote acceptance
- 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
- Create a quote without any predefined product or domain
v1.1.2
Released: Jun 20th, 2016Bug Fix
- Minor tweaks to multi-language support
v1.1.1
Released: Apr 21st, 2016Bug Fix
- Calculate domain prices
- Calculate domain addon prices
- Support for all configurable option types
- Custom item support
- Calculate tax
- Use client currency
- UI tweaks
v1.1.0
Released: Apr 13th, 2016New Feature
- Templates page - manage all quote templates in a single place
- Include product setup fee
- Include products/domains configurable option price
- Include products/domains addon price
- Define products/domains custom field
- Edit quote
Improvement
- Refurbished admin area user interface
Bug Fix
- Create product ordered through quote automatically
- Add recurring product to quote
- Add domain to quote
- Minor tweaks
v1.0.5
Released: Dec 21st, 2015New Feature
- WHMCS V6.2 support
v1.0.4
Released: Aug 31st, 2015New Feature
- WHMCS V6 support
v1.0.3
Released: Jul 20th, 2015Bug Fix
- Add client account upon quote creation
- Order domain via quote
v1.0.2
Released: Dec 8th, 2014Bug Fix
- Permissions for more than 3 admin roles
v1.0.1
Released: Dec 2nd, 2014Bug Fix
- Multi-language issue
Changed
- Support for custom admin's folder name
v1.0.0
Released: Nov 14th, 2014Launch
- Stable Release
Reviews
-
Quotes Automation For WHMCSAbraham Celik 6 years agoSave so much time for our sales guys to simply load a complex quote template, and change a few simple things.
