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Hi I've seen numerous treads on this community, and generally other forums across the net regarding showing the product description below the name of product in invoices and quotes. I cannot find a setting nor any codes I can add in the TPL files. Is there a module or code I can add so the description shows in the pdf of the invoice or quote?

Hello, Could you give me all the variables available for a quote. I would like to include the price of the quote in my email. Thank you

this is a snippet of my quote/contract script it seems to know the recurring but not the onetime, it shows the "unit price" but no the "total price I need to have the one time and payments show up in the contract the 2 hooks you need to add in //term is the call // 1 displays the number of months [term: 1] [recur:36] <?php $pdf->Image(ROOTDIR.'/assets/img/rwclogo.png', 63,10,75,'c'); $pdf->MultiCell(170,5,""); $pdf->SetFont('freesans','B',11); $pdf->Cell(175,40,"CONTRACT FOR $subject ONLINE MARKETING SERVICES",25,1,'C'); $total_onetime = 0; $total_recur = array(); foreach ($lineitems AS $item) { $description = $item["description"]; # find term $matches = array(); preg_match('/\[term:(.*?)\]/i', $description, $matches); if (empty($matches)) { $term = ''; } else { $term = strtolower(trim($matches[1])); $description = str_replace($matches[0], '', $description); } # find recur $matches = array(); preg_match('/\[recur:(.*?)\]/i', $description, $matches); if (empty($matches)) { $recur = ''; } else { $recur = strtolower(trim($matches[1])); $description = trim(str_replace($matches[0], '', $description)); } # get unit price and total price $matches = array(); preg_match('/\d+\.\d+/', $item['unitprice'], $matches); $item_unitprice = (float)$matches[0]; $matches = array(); preg_match('/\d+\.\d+/', $item['total'], $matches); $item_total = (float)$matches[0]; # add onetime and recurring totals if ($recur == '') { $total_onetime += $item_total; } else { if (!array_key_exists($recur, $total_recur)) { $total_recur[$recur] = 0; } $total_recur[$recur] += $item_total; } } $pdf->SetFont('freesans','B',9); if ($total_onetime > 0) { } foreach (array('monthly', 'quarterly', 'semi-annually', 'annually', 'biennially') as $recur) { if (isset($total_recur[$recur]) && $total_recur[$recur] > 0) { } unset($total_recur[$recur]); } # any remaining recurs foreach ($total_recur as $recur => $amount) { } #========================================================================== # determine weather to show the ONE TIME payment or not #if ( $total_onetime < 100 ) { #$ot_show = false; #} #else { #$ot_show = true; #} #========================================================================== # determines weather or not to split the initial payment in half #if ( $total_onetime >= 10000 ) { #$bulk = $total_onetime / 2; #$addtl_payment_msg = 'and the second half of $' .$bulk. ', will be due within 60 days. '; #} else { #$bulk = $total_onetime; #$addtl_payment_msg = ''; } #========================================================================== #calculate One time payment using monthly pymts as a varible #========================================================================== #$otpp = ( $total_recur[$recur] * $recur ); #$ots = ( $otpp * .1); #$ots = round( $ots, 2, PHP_ROUND_HALF_UP ); #$otp = $otpp - ($otpp * .1); #$otp = round( $otp, 2, PHP_ROUND_HALF_UP ); #========================================================================== #calculate One time payment and monthly payment to come up with a total #$totalot = ( $total_recur[$recur] * $recur + $bulk ); #$totalot10 = ( $totalot - $ots ); #========================================================================== $pdf->SetDrawColor(255); $pdf->SetFillColor(255); $pdf->SetFont('freesans','B',9); $pdf->Cell(170,5,"Authorization:",0,0,'L'); $pdf->SetFont('freesans','',9); $pdf->MultiCell(170,5,""); $pdf->SetFont('freesans','',9,C); $pdf->MultiCell(170,5," This document defines the TERMS AND CONDITIONS (T&C) of our working relationship. All projects or services (“the work”) that AGENCY (or “we”) RWC ME 04401 may be contracted to produce or provide for CLIENT ($clientsdetails[companyname]) will be subject to and you the undersigned agree to the following: The CLIENT authorizes the AGENCY access CLIENT's current website, webhost, and all digital materials to transfer as needed from the CLIENT for the purposes of completeing the work on the domain $subject. The CLIENT authorizes use of CLIENT's logo and all brand identification in the creation of the website. The CLIENT understands they are entering into a$pdf->Cell $recur month contract with THE AGENCY. The Agency will only begin work after CLIENT’s approval of the project authorization to proceed,(ATP) and the terms and conditions,(T&C) and after receipt of payment of the initial invoice $".$total_onetime. ". Your signature/execution of the ATP and the T&C will constitute an AGREEMENT between us. "); $pdf->MultiCell(170,5,""); $pdf->SetFont('freesans','B',9); $pdf->Cell(170,5,"Description of the work:",0,0,'L'); $pdf->SetFont('freesans','',9); $pdf->MultiCell(170,5,""); $pdf->SetFont('freesans','',9,L); $pdf->MultiCell(170,5,"$notes",0,1,'C'); if ($proposal) { $pdf->MultiCell(170,5,""); $pdf->SetFont('freesans','B',9); $pdf->Cell(170,5,"Installment Plan:",0,0,'L'); $pdf->SetFont('freesans','',9); $pdf->MultiCell(170,5,""); $pdf->SetFont('freesans','',9,L); $pdf->MultiCell(170,5,$proposal ); } $pdf->AddPage(); $pdf->MultiCell(170,5,""); $pdf->SetFont('freesans','B',9); $pdf->Cell(170,5,"Approvals:",0,0,'L'); $pdf->SetFont('freesans','',9); $pdf->MultiCell(170,5,""); $pdf->SetFont('freesans','',9,L); $pdf->MultiCell(170,5," $pdf->MultiCell(170,5,""); $pdf->SetFont('freesans','B',9); $pdf->Cell(170,5,"Additions and Alterations:",0,0,'L'); $pdf->SetFont('freesans','',9); $pdf->MultiCell(170,5,""); $pdf->SetFont('freesans','',9,C); $pdf->MultiCell(170,5," "); $pdf->MultiCell(170,5,""); $pdf->SetFont('freesans','B',9); $pdf->Cell(170,5,"Payments:",0,0,'L'); $pdf->SetFont('freesans','',9); $pdf->MultiCell(170,5,""); $pdf->SetFont('freesans','',9,L); $pdf->MultiCell(170,5,"The AGENCY is providing Online Marketing Services in advance of total payment. The CLIENT will have an initial down payment of $" . $bulk . ". that is due at the signing of this contract, " .$addtl_payment_msg. "Then an ongoing payment of $pdf->Cell $$total_recur[$recur], on a monthly basis for the following$pdf->Cell $recur months, starting from the date of signing this agreement. " ); $pdf->MultiCell(170,5,""); $pdf->AddPage(); $pdf->Image(ROOTDIR.'/assets/img/rwclogo.png', 63,10,75,'c'); $pdf->SetFont('freesans','B',11); $pdf->Ln(); $pdf->SetFont('freesans','B',9); $pdf->Ln(); $pdf->SetFont('freesans','',9); $pdf->MultiCell(39,5,""); $pdf->Ln(); $pdf->SetFont('freesans','B',9); $pdf->SetDrawColor(200); $pdf->SetFillColor(239); $pdf->SetFont('freesans','',9); $pdf->Cell(10,6,"Qty",1,0,'C','1'); $pdf->Cell(80,6,"Description",1,0,'C','1'); $pdf->Cell(20,6,"Recur",1,0,'C','1'); $pdf->Cell(20,6,"Term",1,0,'C','1'); $pdf->Cell(20,6,"Unit Price",1,0,'C','1'); $pdf->Cell(20,6,"Total",1,0,'C','1'); $pdf->Ln(); $pdf->SetFont('freesans','B',9); $total_onetime = 0; $total_recur = array(); foreach ($lineitems AS $item) { $description = $item["description"]; #========================================================================== # find term #========================================================================== $matches = array(); preg_match('/\[term:(.*?)\]/i', $description, $matches); if (empty($matches)) { $term = ''; } else { $term = strtolower(trim($matches[1])); $description = str_replace($matches[0], '', $description); } #========================================================================== # find recur #========================================================================== $matches = array(); preg_match('/\[recur:(.*?)\]/i', $description, $matches); if (empty($matches)) { $recur = ''; } else { $recur = strtolower(trim($matches[1])); $description = trim(str_replace($matches[0], '', $description)); } #========================================================================== # get unit price and total price #========================================================================== $matches = array(); preg_match('/\d+\.\d+/', $item['unitprice'], $matches); $item_unitprice = (float)$matches[0]; $matches = array(); preg_match('/\d+\.\d+/', $item['total'], $matches); $item_total = (float)$matches[0]; #========================================================================== # add onetime and recurring totals #========================================================================== if ($recur == '') { $total_onetime += $item_total; } else { if (!array_key_exists($recur, $total_recur)) { $total_recur[$recur] = 0; } $total_recur[$recur] += $item_total; } #========================================================================== # display line items #========================================================================== $numlines = ceil(strlen($description)/55); $cellheight = $numlines * 8; $pdf->MultiCell(10,$cellheight,$item["qty"],1,'C','',0); $pdf->MultiCell(80,$cellheight,$description,1,'L','',0); $pdf->MultiCell(20,$cellheight,$recur,'1','C','',0); $pdf->MultiCell(20,$cellheight,$term,'1','C','',0); $pdf->MultiCell(20,$cellheight,sprintf('$%.2f',$item_unitprice),1,'C','',0); $pdf->MultiCell(20,$cellheight,sprintf('$%.2f',$item_total),1,'C','',1); } $pdf->SetFont('freesans','B',9); /* $pdf->Cell(145,6,"Subtotal",1,0,'R','1'); $pdf->Cell(25,6,$currencysymbol.$subtotal,1,0,'C','1'); $pdf->Ln(); if ($taxlevel1["rate"]>0) { $pdf->Cell(145,6,$taxlevel1["name"]." @ ".$taxlevel1["rate"]."%",1,0,'R','1'); $pdf->Cell(25,6,$currencysymbol.$tax1,1,0,'C','1'); $pdf->Ln(); } if ($taxlevel2["rate"]>0) { $pdf->Cell(145,6,$taxlevel2["name"]." @ ".$taxlevel2["rate"]."%",1,0,'R','1'); $pdf->Cell(25,6,$currencysymbol.$tax2,1,0,'C','1'); $pdf->Ln(); } $pdf->Cell(145,6,"Total",1,0,'R','1'); $pdf->Cell(25,6,$currencysymbol.$total,1,0,'C','1'); $pdf->Ln(); */ if ($total_onetime > 0) { $pdf->Cell(150,6,'Pre-Pay',1,0,'R',1); $pdf->Cell(20,6,sprintf('$%.2f',$total_onetime),1,0,'C',1); $pdf->Ln(); } foreach (array('monthly', 'quarterly', 'semi-annually', 'annually', 'biennially') as $recur) { if (isset($total_recur[$recur]) && $total_recur[$recur] > 0) { $pdf->Cell(150,6,ucfirst($recur) . ' Monthly Payments',1,0,'R',1); $pdf->Cell(20,6,sprintf('$%.2f',$total_recur[$recur]),1,0,'C',1); $pdf->Ln(); } unset($total_recur[$recur]); } #========================================================================== # any remaining recurs #========================================================================== foreach ($total_recur as $recur => $amount) { $pdf->Cell(150,6,ucfirst($recur) . ' Monthly Payments',1,0,'R',1); $pdf->Cell(20,6,sprintf('$%.2f',$amount),1,0,'C',1); $pdf->Ln(); } $pdf->SetFont('freesans','',9,l); $pdf->MultiCell(170,5,"

Hi there, I do send out quotes via WHMCS quite often and almost never apply discounts to my quotes. It doesn't look very professional to my clients when I send them a quote with 0% discount all over it. I think the discount table should be hidden when there is no discount applied to the quote at all and only show when there is a discount applied. Anyone able to help me arrange this?

Hi again, Hope everyone is doing well. Is there any way for me to add a custom product on WHMCS that only serves the purpose of sending a quote request to me? In essence. I want specific products to be requested only through a quotation request. It shouldn't be a full fledged order. Thank you for any advice and assistance. Enjoy your day 🙂

When you send a quote, WHMCS forces customers to login in order to accept it. This hook allows them to accept without the need to login. Every time the Quote Delivery with PDF mail is sent, the hook overrides {$quote_link} with a new link that contains an hash that ensures the authenticity of the request. This way only the recipient can accept the quote. When the visitor clicks the link, the quote is automatically accepted and he/she sees the following modal on screen. Get the Code »

Hello, I'm having trouble using the WHMCS PDF Quote, as well as the PDF Invoice. The issue have is that my TAX ID field needs to be showing on the PDF Quote under my business name and address but it does not. Another issue I have is that if I head to Setup > General Settings and add the Tax ID inside the Pay To Text field, the Invoice PDF will then have two Tax ID's because the Invoice by default has the Tax ID field inserted in the pdf while the quote does not. Can anyone assist me in giving me the code to add to the quotepdf.tpl to make the default Quote Form to contain my Tax ID field please. Thank you in advance