Quotes Automation For WHMCS
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| Upon removing a quote you are asked to confirm the action, at this point you can cancel the removal of chosen quotes.<br /> | | Upon removing a quote you are asked to confirm the action, at this point you can cancel the removal of chosen quotes.<br /> |
| 2. '''Accept Quote & Order''' - If marked, as soon as your client accepts a quote, it will be converted into an invoice and an order.<br /> | | 2. '''Accept Quote & Order''' - If marked, as soon as your client accepts a quote, it will be converted into an invoice and an order.<br /> |
| + | 3. '''Redirect To Invoice''' - |
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| ===Addon Permissions=== | | ===Addon Permissions=== |
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Revision as of 14:56, 29 June 2016
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.
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✔ Add Product/Domain To Quote
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✔ Choose Product/Domain Billing Cycle
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✔ Choose Configurable Options
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✔ Define Custom Fields Values
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✔ Load Quote From Template
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✔ Place Order - Creates Order And Invoice From Quote
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✔ Choose Product Billing Cycle And Configurable Option
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✔ Define Whether To Apply Changed Price To First Payment Only Or To Billing Cycle Price
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✔ Define Whether To Remove Quote Upon Saving It As Template
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✔ Define Whether To Enable 'Accept Quote & Order' Functionality In Client Area
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✔ Configure Permissions Per Admin Role
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✔ Create Orders And Invoices Automatically On Quote Acceptance
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✔ Supports WHMCS Templates Five and Six
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✔ Supports WHMCS V5 and V6
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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.
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1. Log in to your client area and download Quotes Automation For WHMCS.
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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'.
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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'.
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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 a part of the process.
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Dashboard
In 'Dashboard' you can find a short description of the module as well as the link to this Wiki article.
Move to 'Settings' tab to configure your addon according to your needs.
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Settings
This tab allows you to define behavior of the module and set your staff members' permissions.
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Addon Options
In order to set up permissions and behavior of the module, mark checkboxes and press 'Save Changes'.
1. Remove Quote - If marked, a quote will be removed after saving it as a template. You can load it any time you will need it again.
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. Redirect To Invoice -
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Addon Permissions
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
Create 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 the 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.
Do not forget to save the changes when the quote is ready.
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Templates
As you can see, all added products and domains with any addons are visible on the list with their current prices. Use marked buttons to
- Save the template
- Load template
- Delete it
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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'.
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Available Templates
All saved templates are available in your addon. Move to 'Addons' → 'Quotes Automation' → 'Templates'. You will find there a list of all saved quote templates.
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Use action buttons to delete a template or edit it.
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If you press 'Edit' button you will be redirected to the quotes page with a chosen template loaded. Alter it as you wish and save the changes to change the currently open template.
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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 has one product with a 50% discount. 'Replace recurring amount' option has been marked when added.
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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
If you have marked 'Accept Quote & Place An Order', the module will alter the quotes in the client area.
Find your quotes and view the ones you want to accept and place order instantly.
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Accept & Order
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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As you can see the status has changed immediately after the quote has been accepted.
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You can find now a new invoice to pay on your list of invoices.
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Tips
1. Before you choose a product, an addon or a domain to add to a quote, always make sure it is properly configured in the system to avoid any confusion.
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Common Problems
1. When you have problems with connection, check whether your SELinux or firewall does not block ports.
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