Internal Proposal Status Pipeline

Internal Proposal Status Pipeline for Dolibarr

This module adds a fully configurable internal status pipeline to Dolibarr proposals.

It allows companies to visually track the commercial progress of proposals using customizable stages, colors and automation rules.

Main Features

• Visual pipeline displayed directly in the proposal card
• Customizable workflow stages
• Color picker for stage customization
• Internal status column with filter in proposal list
• Automation rules on validation, signature or invoicing
• Easy SaaS-style workflow editor
• Fully configurable pipeline

Benefits

• Better commercial visibility
• Track proposal progress easily
• Improve sales workflow organization
• Adapt stages to your company process

Example workflow

• Draft
• Validated
• Sent
• Signed
• Finalized
• Invoiced

Compatibility

Compatible with Dolibarr 20.x, 21.x, 22.x and 23.x.

Author

Developed by jesusjg.es
https://jesusjg.es