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SOP & Document Control Pro adds controlled document lifecycle management to Dolibarr, including review and approval workflows, controlled revisions, training acknowledgements, notifications, audit trail, QR access and PDF reports.
The whole journey of a French public contract inside Dolibarr: spot the tender, decide whether to bid, prepare the application (DC1, DC2, ESPD) and an illustrated technical statement with its appendices, assemble the whole submission into a single PDF, submit, then follow the contract you won — purchase orders, price revision and invoices ready for Chorus Pro.
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This module allows you to create customizable product options: - define your own options for each product - associate an additional amount for each of the options - the selling price of the product is automatically modified according to the options - transfer the options chosen between the parts (estimate, order, invoice)
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The Management module enhances Dolibarr ERP/CRM by optimizing the management of contracts, interventions, and projects. It offers advanced tools for tracking contract periods, invoicing services rendered, and analyzing costs and time spent on projects.
The module allows you to define specific periods for each contract, facilitating the tracking of interventions carried out within the contractual framework. This feature helps identify fulfilled commitments, additional services provided, or missing interventions.
By associating interventions with defined periods, it is possible to generate detailed invoices that accurately reflect the services provided over a given period, ensuring transparent and consistent invoicing for the services provided.
The module provides tools to record the time consumed and costs associated with each task or project, allowing for detailed analysis of team profitability and efficiency.
Thanks to accurate time and cost recording, it is possible to invoice tasks individually or globally by project, depending on the terms agreed with the client.
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