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.

We will guide you step by step through the whole installation and configuration process.

Note: You can check current PHP version in your WHMCS. To do so proceed to 'Utilities' → 'System' → 'PHP Info'.

The content of PHP version files should look like this.

File is located in 'modules/addons/quotes_automation/license_RENAME.php'. Rename it from 'license_RENAME.php' to 'license.php'.

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'.

Log in to your WHMCS admin area. Go to 'Setup' → 'Addon Modules'. Afterwards, find 'Quotes Automation' and press 'Activate' button.

To do so, click on 'Configure' button, tick 'Full Administrator' and press 'Save Changes'.

You can access your module at 'Addons' → 'Quotes Automation'.

Move to 'Settings' tab to configure your addon according to your needs.

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 - When selected, after accepting a quote, the client is automatically redirected to the invoice if such was created.

4. Load Template - access to quote templates loading.
5. Save Template - defines admin with saving quote as a template privilege.
6. Delete Template - ability to remove quote templates.
7. Place Order - permission to create an order and an invoice from a template.
8. Add Domain - access to add domain and its addon to quote function.

As you can see, new buttons are available.
Use buttons marked on the following screen to add domains and products to the quote.

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.

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.

• Save the template
• Load template
• Delete it

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.

Press 'Delete Template', choose a template to be removed and confirm through pressing 'Delete'.

Note: The quote visible on the screen below has one product with a 50% discount. 'Replace recurring amount' option has been marked when added.

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

Find your quotes and view the ones you want to accept and place order instantly.

This way, as soon as the client accepts the quote, the module will automatically generate the invoice and the order from the quote.

Keep in mind there is a quick and easy option in our client area that will let you upgrade the license of your module to an open source version at any time - and at a lower price!
To take advantage of it, simply use the License Upgrade button located on the product's page and a discounted invoice will be generated automatically.