Anonymous
shared this idea
11 years ago
148
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I think it would be possibly the most revolutionary feature you have
added yet, for web designers in quote tools, if you created an Instant
Quote Generator...
User clicks get started
User selects the type of product/service they want a quote for (like web design)
User selects addons and upgrades (like event calendar, blog section, slideshow, number of pages, theme, etc.)
User see ajax instant updates to Pricing/cart, including itemized list,
full price, and payment schedule (example Initial deposit 50%, Final
payment 50%, total price)
User then continues to Checkout to pay initial deposit (like 50%).
User then has a balance pending due of remaining 50% that has no due
date that can be converted by an admin to an active invoice for the
balance once the project is completed.
This would possibly be done with standard ordering, but needs a few
additional features in whmcs. The forum is littered with people asking
for partial payment on orders and I think this would satisfy several
requests. Products would need an added setting called payment schedule
that allows 2+ payments, so you could pick how many payments, set a
title for each payment (ie deposit, 2nd phase, final payment), and set a
percentage or set fee for each. On the payment schedule, if each are
set as percentage, it would have to add up to 100%, or at least a popup
warning when saving would warn it does not equal 100% for the math
challenged, unless one of the payments is a set deposit and then it asks
for remaining balance on the last payment.
This payment schedule would be applied to the total of all addons and such purchased with the root product.
Maybe at checkout the itemized list could be created as a quote (User
clicks "Let Me Think It Over" button) or could choose to do the initial
deposit (User clicks "Alright! Let's Do It!")
added yet, for web designers in quote tools, if you created an Instant
Quote Generator...
User clicks get started
User selects the type of product/service they want a quote for (like web design)
User selects addons and upgrades (like event calendar, blog section, slideshow, number of pages, theme, etc.)
User see ajax instant updates to Pricing/cart, including itemized list,
full price, and payment schedule (example Initial deposit 50%, Final
payment 50%, total price)
User then continues to Checkout to pay initial deposit (like 50%).
User then has a balance pending due of remaining 50% that has no due
date that can be converted by an admin to an active invoice for the
balance once the project is completed.
This would possibly be done with standard ordering, but needs a few
additional features in whmcs. The forum is littered with people asking
for partial payment on orders and I think this would satisfy several
requests. Products would need an added setting called payment schedule
that allows 2+ payments, so you could pick how many payments, set a
title for each payment (ie deposit, 2nd phase, final payment), and set a
percentage or set fee for each. On the payment schedule, if each are
set as percentage, it would have to add up to 100%, or at least a popup
warning when saving would warn it does not equal 100% for the math
challenged, unless one of the payments is a set deposit and then it asks
for remaining balance on the last payment.
This payment schedule would be applied to the total of all addons and such purchased with the root product.
Maybe at checkout the itemized list could be created as a quote (User
clicks "Let Me Think It Over" button) or could choose to do the initial
deposit (User clicks "Alright! Let's Do It!")
186 Comments
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I am surprised to see WHMCS still missing this feature when version 7 is already in market.
This is must have feature for WHMCS.
Keeping the original quote in place would be beneficial, but an option to move that quote iteself into the project manager (for those that use it) automatically would be a superb idea. In this case, the project manager and the quote system would need to be working on identical field layout to simply move the quote over. although even this could be done in one table that covers both areas, one field would decide where it shows up and the rest would be what exactly shows up.
I think overall the idea is too far off the original request and this should be opened as a new request that comprises all of the ideas that work together.
the quote should be converted to an invoice automatically after the customer accepted the quote, and after he pays the invoice ad order should be open automatically.No module addon should be needed here!
There is no logic to use the quoting system if its not fully automated.
Arnulfo
www.digitalsever.la
BTW. Some have expressed thumbs down opinions in this thread, but not actually voted it down? AND a Thumbs down merely increments the "Votes" number in the features summary list, making it look even more popular.
Cheers
RE: Ramf response, I agree with you on the aspect of quote acceptance they should offer a method to pay when the quote it should be converted immediately to an order, with an invoice so the client can make payment when they accept.
Dell always had the best website to purchase and customize your PC to your hearts delight and it shuld be the same way for ordering a custom website through WHMCS.
Cheers