Quotes Automation For WHMCS

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
  • 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