bluesteam Posted June 24, 2020 Author Share Posted June 24, 2020 1 hour ago, bear said: Possibly encoding, faulty server or even origin issues (sender error). Or it was an embedded image, and you're seeing the raw image data. 😉 Good point. Next time I'll remember that 😃 0 Quote Link to comment Share on other sites More sharing options...
Manchester Web Hosting Posted October 20, 2020 Share Posted October 20, 2020 Stumbled on this thread whilst searching for an answer on how to process quotes effectivly for new clients. Couldnt figure out IF i was doing something wrong, didnt have the right settings OR how it actually worked until I read this eye opening thread. What a disaster. Put a royal spanner in theworks so to speak. On 6/23/2020 at 5:59 PM, bluesteam said: In order for us as WHMCS admin users to send quotes to new potential clients, they now first have to be told to register an account BEFORE they can even be quoted. 90% of new clients won't want to do this. Id say 99% would not even bother creating accounts never mind 90%. On 6/23/2020 at 5:59 PM, bluesteam said: So, at present the only way to correctly process quotes and have said quote linked to the clients account for them to also access it properly without us admins from fiddling in the database is for the NEW potential client to first have a registered account so that the quote history can be tracked by both us and the client. I was thinking that we could create the account for them first (as we would if adding in a client manally say when migrating from a didfferent platform) and then send the clinet the details and password? not ideal i know. On 6/24/2020 at 1:11 AM, bluesteam said: Well if you include email replies as an acceptance method then that isn't using the WHMCS quoting system the way it was intended to be used. So if you know of any other way that uses the WHMCS quoting system to it's full expected potential without the client being forced to first register an account and then forcing him/her to log in after to accept the quote and having the quote history linked to the new clients account then I would really appreciate it if you could tell me because I need an answer to this problem. I think @Kian script would work just tested it and works greate FOR accounts that exist. Not fussed about the security side of things. I know every one has an opnion but for us I think it would be fine (until it isnt!). The bummer is how to use the current whmcs quote system for NEW clients who dont have an account?? did anyone ever OR did you ever find a workable solution for how this would work for new clients? would love to hear about it... 0 Quote Link to comment Share on other sites More sharing options...
Kian Posted October 21, 2020 Share Posted October 21, 2020 7 hours ago, Manchester Web Hosting said: The bummer is how to use the current whmcs quote system for NEW clients who dont have an account?? did anyone ever OR did you ever find a workable solution for how this would work for new clients? would love to hear about it... As far as I know there's no ready-to-use solution but it's doable. Last year I created and used a one-click signup & order page for myself and for a couple of customers. All it takes is name and email. Optionally you can subscribe to newsletter. When you press the yellow button (purchase), the script creates the order and redirects the visitor to the newly issued invoice. The visitor can pay the invoice and browse clientarea since the script performs automatic login. After X number of days I force the customer to provide me full details (address, city, country etc.). It can be adapted to work with anything (quotes, tickets...). I was planning to release it for free and open source but this system is based on AutoAuth that will be removed in v8.1 😟 In other words I should make it work also with Single Sign-On (as if it wasn't already difficult enough) . Right now I don't want to. Maybe next year. 0 Quote Link to comment Share on other sites More sharing options...
Manchester Web Hosting Posted October 21, 2020 Share Posted October 21, 2020 @Kian Thanks for the input. 7 hours ago, Kian said: As far as I know there's no ready-to-use solution but it's doable. Last year I created and used a one-click signup & order page for myself and for a couple of customers. on my mission to find a solution I did come accross a paid solution: https://www.modulesgarden.com/products/whmcs/quotes-automation#features which I havent tested yet but seems to be able to do what we need... not sure yet... 7 hours ago, Kian said: I was planning to release it for free and open source So no plans to release this then? would potentialy be helpful... 7 hours ago, Kian said: I should make it work also with Single Sign-On (as if it wasn't already difficult enough) Totally get that. They dont make it easy do they! 0 Quote Link to comment Share on other sites More sharing options...
Kian Posted October 21, 2020 Share Posted October 21, 2020 7 hours ago, Manchester Web Hosting said: So no plans to release this then? would potentialy be helpful... Nah, one day I will release it. It's just that atm I have other (boring) priorities. 0 Quote Link to comment Share on other sites More sharing options...
Manchester Web Hosting Posted October 21, 2020 Share Posted October 21, 2020 1 minute ago, Kian said: Nah, one day I will release it. It's just that atm I have other (boring) priorities. no worries, totally get it. FYI, tested that paid option and OMG what a disaster. doesnt work as expected and made loads of notes which I will be posting in a relevant thread for that module. For a paid module it looked promising BUT using it I experienced more errors than anything else. Went back to the 'drawing board' and used the default quotes option in whmcs. Think I have it working how it needs to be albeit with a huge amount of steps ad missing part BUT neverthless working. Will post an update here on what I accomplished and the steps i took and results. Never know if we needed this and had difficulty in using the built in quote system then how we manage to use it MAY help someone else 🤔😉 0 Quote Link to comment Share on other sites More sharing options...
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