Quotes Automation For WHMCS

About Quotes Automation For WHMCS

Quotes Automation For WHMCS will allow you to create templates for quotes. You will be able to add, edit and delete templates as well as manage included products. The module will also simplify the process of placing an order. Once a quote is ready, both you and your clients will be able to place an order directly from a quote page.

• Admin Area Features:

✔ Add Product And Its Addons To Quote

✔ Add Domain And Its Addons To Quote

✔ Save Quote As A Template

✔ Load Quote From A Template

✔ Remove A Template

✔ Place Order - Creates Order And Invoice From A Quote

✔ Choose A Product Billing Cycle And Configurable Option

✔ Decide Whether To Apply Changed Price To The First Payment Only Or To A Billing Cycle Price

✔ Define Whether To Remove Quote Upon Saving It As A Template

✔ Define Whether To Enable 'Accept Quote & Order' Functionality In The Client Area

✔ Configure Permissions Per Admin Role

• Client Area Features:

✔ Accept Quote & Order - Accept Delivered Quote Along With Creating Order And Invoice From A Quote

• General Info:

✔ Multi-Language Support

✔ Supports WHMCS V5 and Later

Installation

This tutorial will show you how to successfully install and configure Quotes Automation For WHMCS. We will guide you step by step through the whole installation and configuration process.

1. Log in to your client area and download Quotes Automation For WHMCS.

2. Upload and extract the module into the main WHMCS directory. Files in your WHMCS directory should look like on the following screen.

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3. When you install Quotes Automation for the first time you have to rename 'license_RENAME.php' file. File is located in 'modules/addons/quotesautomation/license_RENAME.php' . Rename it from 'license_RENAME.php' to 'license.php' .

4. In order to configure your license key, you have to edit the previously renamed 'license.php' file . Enter your license key between quotation marks as presented on the following screen. You can find your license key in your client area → 'My Products' .

5. Now you have to activate the module in your WHMCS system. Log in to your WHMCS admin area. Go to 'Setup' → 'Addon Modules' . Afterwards, find 'Quotes Automation' and press 'Activate' button.

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6. In the next step you need to permit access to this module. To do so, click on 'Configure' button, tick 'Full Administrator' and press 'Save Changes' .

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7. You have just successfully installed Quotes Automation For WHMCS! You can access your module at 'Addons' → 'Quotes Automation' .

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Configuration and Management

Quotes Automation For WHMCS is a module which allows you to create and use quote templates as well as automatize part of the process.

Dashboard

In 'Dashboard' you can find a short description of the module as well as the link to this Wiki article. Additionally, here you can find integration code required for client area integration. Press 'Confirm' button as soon as you become familiar with the article and place the integration code.

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Settings

This tab allows you to define behaviour of the module and set your staff members' permissions.

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In order to set up permissions and behaviour of the module, mark checkboxes and press 'Save Changes' . 1. Remove A Quote - If marked, a quote will be removed after saving it as a template. Upon removing a quote you are asked to confirm the action, at this point you can cancel the removal of chosen quotes. 2. Accept Quote & Order - If marked, as soon as your client accepts a quote, it will be converted into an invoice and an order. 3. Load Template - access to quote templates loading. 4. Save Template - defines admin with saving quote as a template privilege. 5. Delete Template - ability to remove quote templates. 6. Place Order - permission to create an order and an invoice from a template. 7. Add Domain - access to add domain and its addon to quote function.

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Admin Area - Creating a Quote

Proceed to 'Billing' → 'Quotes' → 'Create New Quote' . As you can see, new buttons are available. Use buttons marked on the following screen to add domains and products to the quote.

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'Add a Predefined Product' button allows you to add products with addons assigned to them. Upon adding a product, you can choose from configurable options and define its billing cycle. Additionally, you can decide whether to apply pricing changes from the quote for first payment only or change the billing cycle price.

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You can also add a domain to quote through using 'Add a Predefined Domain' button. Our module allows you to choose registration type, domain name and TLD, registration period and addons. Note: Make sure the domain you are adding is correctly configured in the system.

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Templates

Now, let's save a quote as a template. To do so, press 'Save Template' , fill in template name and press 'Save' . Note: If 'Remove Quote After Template Creation' is enabled, you will be asked if the quote should be removed.

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To use the template in a new quote, press 'Load Template' , choose it from the list of your templates and click 'Load'.

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The same way you loaded a template, you can remove it. Press 'Delete Template' , choose a template to be removed and confirm through pressing 'Delete' and afterwards 'Yes'.

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Convert Quote To Order

As soon as the customer accepts the quote, you can quickly create an invoice and an order from it. Press 'Place Order' . Note: The quote visible on the screen below have one product with 50% discount and we have marked 'Replace recurring amount' during adding it.

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On the screen below you can see the invoice. As you can see, the 50% discount was applied to the product 'Product X' .

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The order is also made right away with the specified price.

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Client Area - Improvement

If you have marked 'Accept Quote & Place An Order' , the module will alter the quotes in the client area. Additional actions will be made upon pressing 'Accept Quote' in the client area. This way, as soon as the client accepts the quote, the module will automatically generate the invoice and the order from the quote.

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Common Problems

1. When you have problems with connection, check whether your SELinux or firewall does not block ports.