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Quote Generator

Anonymous shared this idea 7 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 (26)

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1

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).

Thanks!

Ram

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This is an interesting idea, especially as I use WHMCS for my entire invoicing system for non-hosting-related work, which I think many of us do. Some thoughts:

  1. Customer should not be able to pay the initial deposit until we approve the quote they requested.
  2. Some line items will need to show a range (i.e. "$500 - $1500), and then when we approve the quote we can enter an actual price based on the description the customer enters. Not everything is the same price for every customer and having a million different versions for them to pick from (like "e-commerce with ticket sales, e-commerce with product sales, e-commerce with subscriptions, etc., ect.,") would just confuse people.
  3. We would need to be able to add many kinds of custom form fields and create a form that would accompany the quote, for example when the customer goes to generate a quote, they would be presented with a way to choose products/services/features as well as a form that asks branding questions and provides textareas, radio selects, etc., where they can provide more information.
  4. Before any of this it would be helpful if there was an easier way to select which pages/menu items are available to logged-in and not-logged-in users. We would need to be able to choose whether the client has to be logged in to access the quote generator.

Ultimately this is an interesting idea but unless you're going to do it right the first time and make it awesome from the get-go, I'd rather see WHMCS work on polishing other higher-priority developments.

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1

Hi Greg,

You mentioned some cool ideas - but this is not the way the Quote system is working.

The Quote system is for you to create a Quote for the customer and send it to him for his approval - and not the other way around.

Some of the things you mentioned are related to regular product and addons settings - not to the Quote system.

Now there is no connection between a Quote to an order and no automatic invoicing - And this should be fixed.

The point of the quotes system is to be able to provide bespoke one-time items to clients that you don't usually sell en-mass via the order form. So when you want to sell a bespoke one-time items you send the client a quote, and then what?

The customer should be able to pay for the quote after he accepted it - right? how can he do it?

Now the only way for the customer to pay the quote is if you send him an Invoice - so if we want the customer to pay for his quote, we have to manually convert the quote to an Invoice.

The question is why this is a manual process?

If we offered the customer a bespoke one-time item and the customer agree to the terms and so on - why do we have to manually continue the process by manually converting the quote to an invoice?

The invoice should be sent to the customer automatically after he accepted the quote.

I cannot find any reason that the conversion from accepted quote to an invoice (so the customer can pay for the quote) will be a manually process.

What now?

Now there should be an order opened with the relevant information from the accepted quote.

Again, the question is why this is a manual process?

If we offered the customer a bespoke one-time item and the customer agree to the terms and so on, hopefully get an invoice and pay automatically - why do we need to open an order manually?

what does it matter if the order originated from the shopping cart system or from the quoting system?

I cannot find any reason that the conversion from accepted quote to an invoice (so the customer can pay for the quote) and then to be converted to an order will be a manually process.

No matter if the order originated from the shopping cart system or from the quoting system an order should be opened.

What now?

Now if it's a automatically provisioned product - it should be provisioned, if not the order should wait for an admin to manually provision the product or service and conclude the process.

To sum it all up,

The process should be fully automatically no matter if the order originated from the shopping cart system or from the quoting system.

We generate a qoute and from there everything should be automatically as possible.

Another major issue - is to have the ability to select the relevant contact that the qoute will be send to - now you can only send it to the master account holder and this is a big problem.

Regards,

Ram