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Product Description Need To Appear in Quotes


Kristy

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Hi All,

 

I have already set up all my products and their descriptions but when generating quotes, WHMCS doesn't include the info - it just inserts the name of the product (which is no where near enough info for prospective clients).

 

1) Could someone tell me how to get the descriptions inserted automatically as well? Right now I end up having to go back to the Products, and copy & paste the descriptions into the Quote... which is driving me crazy!

 

2) By the way, is it also possible to have different quote templates?

 

The regular templates work for web hosting products etc. But I need a different template when quoting for larger projects (where its more of a proposal and would have a cover page etc).

 

Thanks,

Kristy

Edited by Kristy
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Hi Kirsty,

 

WHMCS doesn't provide a way to add the product description to the quote. However, you can add the descriptions using a custom hook script. I wrote something similar to this for a client, if you are interested send me a PM.

 

As for your second question, I don't believe there is way to do this with WHMCS other than just making several quotepdf.tpl files and putting the correct one in place before you generate the quote.

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