Werbeaktionen

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    Allows you to create products or services directly in the Sales Proposals, Sales Orders and Invoices interface.

    15,00 €  (30€)
  • massaction

    This module offers new mass actions: batch download of PDF documents as a zip archive, batch adding of recipients to a mailing list, batch assignment of a salesperson to third parties.

    90,00 €  (180€)

Neue Produkte

  • QuickMemo – Quick Notes for Dolibarr

    Ajoutez des notes rapides directement sur vos documents Dolibarr. Ce module simple et pratique vous permet de créer, déplacer, partager et personnaliser vos mémos en quelques clics. Compatible avec toutes les versions Dolibarr, il offre un avant-goût des fonctionnalités natives de la version 24.

    50,00 €
  • Diffusions – Dokumenten-Verteilerblätter

    Zentralisieren und verfolgen Sie die Verteilung von Plänen und Projektdokumenten in Dolibarr: automatisch importierte Projektkontakte, PDF-Verteilerblatt, E-Mail-Versand, sichere Links und vollständige Sendungsverfolgung.

    50,00 €

Quotation Tracking (automatic and manual)

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Manage your commercial reminders and pilote your commercial activity through this module: proposals to re-launch,  re-launch monitoring,  ... Do not miss out customers ! Create easily and quickly reminders by e-mail or letters with as many different templates as you need. Create automatic or manual reminders. One click is enough to follow-up all current quotes to your customers.

150,00 €
Netto

  • Autor INOVEA CONSEIL
  • Modulversion 2.8.7
  • Veröffentlichungsdatum 10.12.2018
  • Zugriff auf Updates und Downloads 180 Tage

Mehr Infos...

 

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Quotation tracking (auto and manual)
➦ Editor : Inovea Conseil
➦ Version : auto
➦ Compatibility : Dolibarr auto - auto		 ➦ Languages : FR EN

Module description

Detailed description of the features :
The module allows you to create emails or reminder letters for your quotes. The creation is done automatically, individually or massively to go even faster!
You can specify a date for a next reminder and a widget on the home page allows you to track your commercial activity with the next reminders to realize.


Reminders Templates: You create as many templates as you want.

Automatic mode: you define the email to send and the delay before or after the due date of the quote. The module will automatically send the email to your prospect, along with the quote.

Massive mode: You check the quotes to be followed-up, choose the reminders mode (mail or email) and the template to use and in one click all of your reminders are done.

Individual mode: You create a reminder directly from a quote or a third party and choose the type (email / mail) and the reminder template to use.

A table allows you to follow the status of the reminders. Tracking is also available from each Third Party and Quote sheet.

Technical details :
All the opened proposals are included in the list.

Documentation

  • You will find attached the module documentation
  • Documentation (FR )

 Demo

Purchase includes :

  • User guide
  • Access to 6 month updates
  • Corrective maintenance in the event of a proven malfunction

Purchase does not includes :

Support & Assistance Inovea Conseil

If you notice a malfunction of the module, access the support link below with all the information necessary to process your request :

  • Module version and Dolibarr version ?
  • Detailed problem encountered: when does it occur ?
  • How to reproduce it ? (with screenshot)
 

Remember to read the user documentation before sending us a request ! You may find your answer there.

  • Inovea-Conseil-Support-ERP-DOLIBARR

Our other services

 

To discover



If you think this module is a fork of another one (published after the first one) or violates some terms or conditions of use (for users or vendors), you can make a report at dolistore@dolibarr.org