- 80%
Best price

Quotes Automation For WHMCS v2.1.6

Add to wishlistAdded to wishlistRemoved from wishlist 0
Add to compare
8.2
Expert ScoreRead review

Quotes Automation For WHMCS v2.1.6 : ModulesGarden 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.

$10.00

Quotes Automation For WHMCS v2.1.6

Quotes Automation For WHMCS v2.1.6 :ModulesGarden 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!

Admin Area Features:

  • 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
  • Add Items To Quote Template:
    • Choose Item Type:
      • Product
      • Addon
      • Domain
      • Product Set
      • Custom
    • Assign WHMCS Product/Addon/Domain To Item
    • Define Billing Cycle/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
    • Display Custom Fields On Invoice
    • Display Configurable Options On Invoice
  • Define Product Sets
  • View Module Logs

Quote Management:

  • Load Template To Existing Quote:
    • Replace Already Added Items
    • Append To Existing Items
  • Add/Change/Remove Quote Items Assignment To WHMCS Products/Addons/Domains
  • Add Additional Predefined Items To Quote:
    • Choose Item Type:
      • Product
      • Addon
      • Domain
      • Product Set
      • Custom
    • Assign WHMCS Product/Addon/Domain With Item
    • Define Billing Cycle/Configurable Option/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
  • Generate Quote Dedicated URL For Clients And Guest Customers
  • Place Order And Create Invoice On Quote Page
  • View Quote Custom Items On Order Summary

Client Area Features:

  • Create Orders And Invoices Automatically On Quote Acceptance
  • Override Product/Domain Price With Price Shown On Quote
  • Choose Products On Quote From Provided Product Sets
  • View Quote As Registered Or Guest Customer

Specification: Quotes Automation For WHMCS v2.1.6

Version

v2.1.6

User Reviews

0.0 out of 5
0
0
0
0
0
Write a review

There are no reviews yet.

Be the first to review “Quotes Automation For WHMCS v2.1.6”

Your email address will not be published.

Reset Password
Compare items
  • Total (0)
Compare
Shopping cart