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Build your own dashboards from data already in Dolibarr, without writing a line of code. Choose a source, a measure and a grouping, then one of 17 widget types: tiles, gauges, line charts, pie charts, funnels, maps, rankings, task lists. Share them with your teams, set targets, comment on a figure, export to Excel or PDF — and let the AI assistant build a widget from a simple sentence.
Complete wealth management suite for CIF/CGP: client journey, regulatory documents (DER, PI, BP, LM, RA), simulators (Life Insurance, PER, PEA, IFI, PVI, Livrets), AI method, client portal.
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This module allows you to automatically generate a complete commercial offer, by compiling the various attached PDF documents and the estimate itself. You can also add a summary, your Terms Of Sale and present everything with a graphic charter applied to all pages.
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Complete commercial offer |
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| ➦ Editor : Inovea Conseil ➦ Version : auto ➦ Compatibility : Dolibarr auto - auto |
➦ Languages : FR EN ![]() |
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