Promotions

  • Medical Center

    Module to manage a medical center. Patients, consultations, alerts, documents, ...

    67,20 €  (84€)
  • Gantt professionale avanzato Dolibarr

    Ti piacerebbe vedere evolvere il tuo progetto in modo efficiente e strutturato? Il modulo Gantt Professional Advanced ti consente di gestire tutti i tuoi progetti in un unico posto, senza la necessità di utilizzare Gantt Project. Crediamo che tu possa gestire efficacemente i tuoi progetti con gli strumenti giusti e il modulo avanzato Gantt Professional è uno di questi.

    360,00 €  ( 720€ )

Nuovi Prodotti

  • Modulo di Contabilità Dettagliata Sage

    Il Modulo di Contabilità Dettagliata Sage di NextGestion è una soluzione contabile completa, progettata per soddisfare i più alti standard professionali. Ispirato alla logica e alla struttura del software Sage, consente una gestione finanziaria centralizzata e precisa, garantendo tracciabilità, trasparenza ed efficienza decisionale.

    588,00 €
  • Milestone/jalon 21.0

    Ce module permet d'associer/grouper des produits/services à un jalons et d'afficher le sous total. Il est possible d'ajouter des lignes de commentaires sans détails (tva, prix, etc..), ainsi que de forcer des sauts de pages, dans les propositions commerciales, commandes clients et factures clients.

    180,00 €

Quotation Tracking (automatic and manual)

c868d20181210143637

Manage your commercial reminders and pilote your commercial activity through this module: proposals to re-launch,  re-launch monitoring,  ... Do not miss out customers ! Create easily and quickly reminders by e-mail or letters with as many different templates as you need. Create automatic or manual reminders. One click is enough to follow-up all current quotes to your customers.

180,00 €

  • Autore INOVEA CONSEIL
  • Versione modulo 2.7.10
  • Rilascio data 10/12/2018
  • Accesso agli aggiornamenti e ai download 180 giorni

Maggiori informazioni

 

logo inovea conseil    

 

Quotation tracking (auto and manual)
➦ Editor : Inovea Conseil
➦ Version : auto
➦ Compatibility : Dolibarr auto - auto		 ➦ Languages : FR EN

Module description

Detailed description of the features :
The module allows you to create emails or reminder letters for your quotes. The creation is done automatically, individually or massively to go even faster!
You can specify a date for a next reminder and a widget on the home page allows you to track your commercial activity with the next reminders to realize.


Reminders Templates: You create as many templates as you want.

Automatic mode: you define the email to send and the delay before or after the due date of the quote. The module will automatically send the email to your prospect, along with the quote.

Massive mode: You check the quotes to be followed-up, choose the reminders mode (mail or email) and the template to use and in one click all of your reminders are done.

Individual mode: You create a reminder directly from a quote or a third party and choose the type (email / mail) and the reminder template to use.

A table allows you to follow the status of the reminders. Tracking is also available from each Third Party and Quote sheet.

Technical details :
All the opened proposals are included in the list.

Documentation

  • You will find attached the module documentation
  • Documentation (FR )

 Demo

Purchase includes :

  • User guide
  • Access to 6 month updates
  • Corrective maintenance in the event of a proven malfunction

Purchase does not includes :

Support & Assistance Inovea Conseil

If you notice a malfunction of the module, access the support link below with all the information necessary to process your request :

  • Module version and Dolibarr version ?
  • Detailed problem encountered: when does it occur ?
  • How to reproduce it ? (with screenshot)
 

Remember to read the user documentation before sending us a request ! You may find your answer there.

  • Inovea-Conseil-Support-ERP-DOLIBARR

Our other services

 

To discover