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Quotes Improvement

  • Manuel Congosto shared this idea 3 years ago
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1) For some reason there is QTY column for quotes that's not present on invoices. I would like to have quotes with no QTY field and no unit price fields, just like invoices.
It does not make any sense that the quote, which is basically a pre-invoice, has 3 more (somewhat useless) fields than the actual invoice.

2) I would also like to automatically hide the discount column is there are no discounts. If not possible then completely remove the discount column.
If i leave the discount field blank the column for discout still shows on the quote with 0% discount which of course does not help for sales at all. I am trying to sell services and whmcs quotes are playing against me.

It seems the quote module is abandoned, with no improvements in ages, resulting in apparently incoherences between quotes and invoices.

Thanks and regards.



3 Comments

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stampsort commented 13th August
The QTY and discount fields in quotes feel unnecessary, especially when selling services. Please consider aligning quotes with invoices by removing these fields https://basketballstars-game.io and automatically hiding the discount column when not in use. Thanks!
brazilian commented 1st August
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Dennis Park commented 1st July
1. Remove QTY and Unit Price Fields from Quotes
To modify the quote template to remove the QTY and Unit Price fields, you will need to edit the template files. Here’s how:
Locate the Template File:
The template file for quotes is usually found in the /templates/your-template-folder/ directory. Look for a file related to quotes, often named quote.tpl.
Edit the Template:
Open quote.tpl with a text editor.
Find the sections of the code that output the QTY and Unit Price fields. This will likely be in a table format.
Remove or Comment Out the Code:
Remove or comment out the lines of code that output these fields.
Save and Upload:
Save the changes and upload the modified file back to your server.
2. Hide or Remove the Discount Column if No Discounts
To automatically hide the discount column when there are no discounts, or to completely remove it, you will need to make conditional checks in the template file.
Edit the Quote Template:
Open the quote.tpl file in your text editor.
Add Conditional Logic:
Wrap the discount column in conditional logic to only display it if a discount exists.
Alternatively, if you want to remove the discount column entirely, find and remove the table column header and the corresponding data fields for discounts.
Save and Upload: https://scratchgeometrydash.com
Save the changes and upload the modified file back to your server.
3. Ensuring Changes are Consistent Across Updates
Since WHMCS may update and overwrite template files during upgrades, it’s crucial to document your changes and reapply them after an update. Consider creating a custom template based on the default one and making your changes there.
4. Reach Out to WHMCS Support
If the template changes are not sufficient or if you require additional functionality, consider reaching out to WHMCS support or the community forums. There may be plugins or additional resources that can help you achieve your desired setup.