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Automatically follow up on your commercial proposals by email, with the PDF attached, according to your chosen schedule and to your selected contact. Follow-ups stop automatically as soon as a quote is signed, rejected, invoiced, or expired. Each email sent is recorded in the quote's agenda.
The Lead Management module allows you to track commercial contacts to be qualified in Dolibarr without cluttering your third-party database, and then convert them in one click into a prospect, contact, and opportunity — all linked together and to their original lead.
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This module enables you to update purchase and sales prices on model invoices - from the product file, to update all model invoices with this item (product or service) - Or by using the mass selection list of model invoices, which updates all sales or purchase prices for selected invoices.
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Template invoices update – Purchase and sale prices of your recurring invoices :
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⚠️Prerequisites: The module does not work without the NSINFO module available for free here
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Find more NSINFO module |
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