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The Proposal Tracker module for Dolibarr ERP & CRM improves proposal management with smart version control. It automatically archives proposals, allows version comparison, and lets you restore older versions, ensuring full history tracking, fewer errors, and a faster sales process.
The Bankimportplus module imports bank transactions from CSV files. It manages templates for various formats and assigns invoices and business partners based on IBAN and purpose. Imported data is compared with existing transactions to avoid duplicates. Invoices are marked as paid and supplier invoices are created as needed.
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Once this module is activated, the project become a mandatory value to validate a proposal, order and/or invoice. You decide on which kind of object, the project become mandatory into the module setup page.
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Once this module is activated, the project become a mandatory value to validate a proposal, order and/or invoice.
You decide on which kind of object, the project become mandatory into the module setup page.
Licence: AGPL
User interface language: English, French
Help/Support: Forum www.dolibarr.org
Install:
unzip modulefile.zip