entia Posted January 8, 2010 Share Posted January 8, 2010 Hi I want to use WHMCS to manage proposals that I send to customers - not all my business is hosting. Is there a way of doing this? Ideally I am looking for some kind of tracking system to assign proposal numbers too (a bit like an invoice). How do people solve this problem? Thanks Samir 0 Quote Link to comment Share on other sites More sharing options...
aXeR Posted January 8, 2010 Share Posted January 8, 2010 It has a quote feature if that's what you are after? 0 Quote Link to comment Share on other sites More sharing options...
entia Posted January 8, 2010 Author Share Posted January 8, 2010 Yes that sounds ideal - I am currently running quite an old version (3.6.1) Is this something avaliable in the current version? Before I get told off - I currently revamping the whole website look and feel, so likely going to get Matt and the guys to upgrade and integrate once its completed in a few days ... then will promise to stay on top if the upgrades! Thanks for your reply. 0 Quote Link to comment Share on other sites More sharing options...
WHMCS Support Manager WHMCS John Posted January 8, 2010 WHMCS Support Manager Share Posted January 8, 2010 Quotations are not available in 3.6.1. 0 Quote Link to comment Share on other sites More sharing options...
entia Posted January 8, 2010 Author Share Posted January 8, 2010 Hence I can't find them - I will upgrade next week. Can I attach a file to the quote? I currently prepare tailored proposals produced in pdf. I want to tie it into whmcs so I can track and number the process - currently in excel but means keeping two contacts databases. Thanks Samir 0 Quote Link to comment Share on other sites More sharing options...
WHMCS Support Manager WHMCS John Posted January 11, 2010 WHMCS Support Manager Share Posted January 11, 2010 Nope, there's no attachment option. 0 Quote Link to comment Share on other sites More sharing options...
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