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Manage your whole insurance brokerage business in Dolibarr, from the CRM opportunity to the payment of the broker commission. The module centralizes customer policies, quotations, policy issuance, renewals, claims tracking, broker commissions and documents in one organized and fully traced workflow. No more spreadsheets, scattered emails or missed follow-ups.
Manage the whole life cycle of your government and private sector tenders, from the tender notice to the award: a complete bid file, detailed cost estimation, document management, work location on Google Maps, weighted evaluation and project creation in one click.
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This guide provides basic information for using Dolibarr (Guide in Spanish only).
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It is intended for users who have never had contact with Dolibarr, and those users with little experience who want help with Dolibarr.
This is an .pdf file with content in Spanish