Feature Requests
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Quote Generator

Anonymous shared this idea 6 years ago
Under Consideration

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!")

Comments (24)


I'd love to see this!


We need more control and more features to the quoting system in WHMCS.


There are 2 major issues here:

1. Automation: we generate a quote -> a customer accept it -> an order will be generated automatically -> an invoice will be generated automatically - > the customer will pay the invoice -> we will deliver the project.

So after the customer accept the quote the order + invoicing should be done automatically.

2. Have the ability to select a contact person that will receive the quote ( a link by email).