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:

✔ Feature

✔ Feature

• 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/quotesextended/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 link to this wiki article. Press 'Confirm' button as soon as you become familiar with the article.

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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. If marked, quote will be removed after saving it as a template. Upon removing quote you are asked to confirm its removal, therefore you can cancel removing chosen quotes. 2. If marked, as soon as your client accept a quote, it will be converted to invoice and order. 3. Load Template - access to loading quote templates. 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 order and invoice from a template. 7. Add Domain - access to adding domain and its addon to quote.

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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' and 'Add a Predefined Domain' buttons allows you to add both products and domains with addons assigned to them. Additionally, upon adding a product, you can choose from configurable options.

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Templates

Now, let's save 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' and choose it from the list of your templates.

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The same way you loaded template, you can remove it. Press 'Delete Template' and choose a template to do so.

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Convert Quote To Order

As soon as the customer accept the quote, you can quickly create an invoice and an order from it. Press 'Place Order' .

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On the screen below you can see the invoice.

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Order is also made right away. Note: You might noticed that the summary price is different on an order than actual price. This is due to the way WHMCS works.

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Client Area - Improvement

If you have marked 'Accept Quote & Place An Order' , module will alter the quotes in the client area. As you can see on the following screen, 'Accept Quote' was replaced with 'Accept Quote & Order' . This way as soon as the client accept quote, module will automatically generate invoice and 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.