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Transform your private notes into a structured comment system with mentions, notifications, and threaded discussions.
Financial Situation centralizes, per customer, the authorized credit limit and the actual outstanding balance. The list flags overruns (visual alert), lets you update credit limits inline or in bulk, offers search and pagination, and applies a configurable tolerance (up to 10% of the limit, capped). A simple tool to manage credit risk, collections, and credit decisions.
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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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