DoliProspectForm

DoliProspectForm — Public forms for energy sales prospecting

DoliProspectForm lets your prospects complete their file online, without a Dolibarr account: contact details, choice between household or business profile, and attachments (electricity and gas bills, company documents, etc.). Each request automatically feeds your CRM: third-party record, contact, and linked documents, with notification to your sales team.

Why choose DoliProspectForm?

You stop retyping information received by email or post. A secure link is enough for a clear, professional form; the relevant sales representative is identified, request history stays centralized in Dolibarr, and your texts (titles, instructions, thank-you messages) match your brand.

Main features

📝 Public household and business forms

Two tailored journeys

• Household: identity, address, contact details, and PDF bills or documents
• Business: company lookup by legal name or identifier, registered address, contact person, and attachments (bills, trade register extract, etc.)
• Enable or disable each form according to your activity
• Customizable messages and instructions to guide the prospect

Routing page

• The prospect first chooses the profile that fits their situation
• Ideal for a single link on your website or in campaigns
• Option to enter a consultant’s email to route the request

🔗 Links and invitations

From Dolibarr emails

• Insert a link to the routing page or the right form from a customer record
• The user who sends the message is linked to the file for consistent follow-up
• Ready-to-use email templates, customizable to your image

Guided invitations

• Quick creation of a prospect with a provisional name
• Direct access to Dolibarr’s send-email screen with the right context
• The prospect then completes the record created with the invitation

Link for your website

• Stable public link for a button, banner, or embed on your site
• Smooth journey for visitors requesting a study or quote online

📥 Receiving and tracking requests

Centralization in Dolibarr

• Creation or update of the third-party record and contact
• Attachments stored on the customer file
• List of completed forms with type, date, and number of documents
• Dashboard to monitor incoming requests

Notifications

• Automatic email to the assigned sales representative
• Fallback address when no contact person is identified
• Message content adaptable through your Dolibarr templates

🛡️ Security and trust

• Secure links with configurable validity period
• Anti-bot protection on forms when enabled on your instance
• Clear messages if a link has expired or a form is unavailable
• Clean, readable journey suited to general public use

Real-world example: Megawatt Partner

Megawatt Partner is an independent electricity and gas broker. The website offers a free study for households and businesses: visitors open an online form, choose their profile (home or company), enter their details, and upload energy bills in PDF format.

Each request lands directly in Dolibarr: prospect record, contact, and documents needed to compare supplier offers. The sales team is notified without manual re-entry, which speeds up handling and supports the 48-hour response promise shown on the site. Megawatt Partner illustrates typical use of DoliProspectForm for energy and brokerage businesses.

Key benefits

• Time savings: no more retyping contact details and attachments received by email
• Professional image: clear journey, texts and instructions in your tone
• Dolibarr integration: everything stays in your CRM, no parallel tool
• Sales follow-up: each request is linked to the right representative
• Website and email: one module for campaigns and customer follow-up
• Traceability: history of completed forms and received documents

Use cases

• Energy brokers and comparators: collect bills and details for studies and supplier switches
• B2B suppliers and advisors: company files with business lookup and trade documents
• Sales agencies: targeted invitations and tracking of inbound leads
• Franchise networks: one form on the national site, files centralized in Dolibarr
• Consumer services: moving home, contract renewal, competitive tendering

User guide

Set up the module

1. Enable DoliProspectForm in Dolibarr
2. Customize texts shown to visitors (titles, introductions, document instructions)
3. Check email templates and notifications for your team

Send a link to a prospect

1. From a customer record, write an email with a link to the form or routing page
2. Or use the New invitation menu to create a prospect and send the message
3. The prospect completes the form; you receive a notification and find the file in Dolibarr

Add to your website

1. Copy the public routing-page link from the module settings
2. Add it on your site (e.g. “Request a free study”, “Send my bills”)
3. Review the list of completed forms to process new requests

Support and assistance

Our team supports you with setup and day-to-day use of DoliProspectForm. Contact us for commercial or onboarding questions.

How to reach us

• Email: contact@aplose.fr
• Website: www.ma-gestion-cloud.fr
• Support through your Ma Gestion Cloud customer area

🚀 Ma Gestion Cloud — Dolibarr with DoliProspectForm ready to use

Why set everything up yourself when you can start right away?

Ma Gestion Cloud offers hosted Dolibarr with your business modules already in place: backups, updates, and support included. Focus on prospects and contracts, not infrastructure.

Professional plan — prospecting ecosystem included

From €50 excl. VAT/month, including:

• Full Dolibarr: ERP and CRM to run your business
• DoliProspectForm: public forms and energy file collection
• DoliProspect: sales pipeline and opportunity tracking
• DoliVizu: customer appointment booking
• DoliMautic: email marketing campaigns
• Support, daily backups, and unlimited users

👉 Create my Ma Gestion Cloud instance

Get started in minutes, no commitment, with a trial period.

About Ma Gestion Cloud / Aplose

Ma Gestion Cloud specializes in business management solutions and Dolibarr implementations. Aplose develops business modules for prospecting, automation, and day-to-day sales efficiency.

Useful links:

• Ma Gestion Cloud website
• Contact sales
• Aplose website
• Dolistore — Dolibarr modules