Sales Estimates to Customer and Estimated Sale Price for Dolibarr

Add a real sales estimate step between the opportunity and the official quotation: the salesperson prices the deal in detail with its cost price and its estimated sale price, has the offer approved internally, sends it to the customer by email with the PDF attached automatically, then turns it into a commercial proposal in one click. 

Who is it for? Service and engineering companies, integrators and software vendors, manufacturers selling made-to-order, design offices, agencies and maintenance companies: any organisation that prices deals before issuing an official quotation and wants to control its margin from the estimate on.

Detailed estimates

• Automatic reference, label, customer and contact, estimate type, coloured tags, project, customer reference, quotation reference, probability.
• Four line types: product, service, section and note — sections and notes structure the offer and are carried over to the PDF and to the proposal.
• Catalogue product or free label, description, quantity, unit, discount and VAT per line, line reordering.
• Estimate date and validity date computed automatically, payment terms and mode, price level, multi-currency.
• Default terms and conditions, public and private notes, attached documents, full event log.

Estimated sale price and margin

• Cost price and sale price on every line, line margin computed automatically.
• Estimated cost, total margin and margin rate of the estimate, shown on the card, in the list and on the dashboard.
• Positive margins in green, negative ones in red: an excessive discount is spotted before the estimate is sent.
• Display of the cost and the margin can be enabled or hidden depending on the profiles.

Approval workflow

• States: Draft → Confirmed → Approved → Sent to the customer → Proposal created, plus Refused with a reason and Cancelled.
• Configurable mandatory approval before sending to the customer and before conversion.
• To approve queue for the managers, back to draft, cloning of an existing estimate.
• Dates and authors of each step kept and logged in the event log.

Sending to the customer by email

• Send to the customer button with the PDF of the estimate attached automatically.
• Recipient taken from the contact or the third party, copy, choice of sender, subject and message from a configurable template.
• Substitution keys: reference, label, customer, contact, totals, dates, salesperson, company.
• Number of sendings and date of the last one kept, each sending logged with its recipient.

Commercial proposal in one click

• Create the proposal button: the Dolibarr commercial proposal is generated in one click.
• Lines, sections, notes, quantities, prices, discounts and VAT carried over in the same order.
• Customer, contact, project, customer reference, payment terms and mode, currency and validity duration reported.
• Two-way link: smart button to the proposal, and if the proposal is deleted the estimate becomes approved again.

Dashboards, views and analysis

• Dashboard: estimates by status, to approve, estimated amount, conversion rate, validities expiring soon, latest estimates.
• Filterable list with totals, kanban by status and monthly calendar by estimate date or validity date.
• Cross table (pivot): number, amount excl. tax, cost, margin or quantity crossed by customer, salesperson, status, type, month, product or currency.
• Charts: bar, stacked bar, line and pie, with filters on period, status, salesperson and type.

Technical information

• Required modules: Third parties, Commercial proposals, Products/Services. Optional: Projects, Multi-currency.
• 8 detailed rights, visibility limited to one's own estimates without the “read all” right, tabs on third parties, projects and proposals, multi-company.
• Compatible with Dolibarr 16 and above (tested on 23.x), PHP 7.4 to 8.4, MySQL/MariaDB.
• 5 languages: French, English, Spanish, German, Italian. PDF documentation included, NextGestion support.

Demo of the Sales Estimate module
Login : demo
Password : demo