Promotions

  • Training Management — Run your training organization in Dolibarr

    Training Management is the business application built into Dolibarr for professional training providers. You manage your catalog, sessions, trainers and learners, produce regulatory documents, and track sales and quality — all from a modern interface designed for day-to-day pedagogical and administrative teams.

    350.00 €  (700€)
  • Advanced HRM : Advanced human resources management

    This module brings a layer of ergonomics and additional features in the standard Dolibarr human resources management module, such as the facility to create absence requests from the employee schedule, the addition of automatic VAT rates, the integration of the km scale on the tranche 1 and of google maps.

    145.00 €  (290€)

New products

  • LogViewer

    module to filter and view the logfile

    FREE
  • Inventory Accounting

    InvAcct is a native Dolibarr custom module for inventory accounting close support. Posts inventory, COGS, Production inputs/outputs, inventory balance for inventory close.

    500.00 €

SmartPropal — Automatic Quote Follow-ups

mp25170d20260625182156

New

Automatically send follow-up emails for validated quotes with no response. 3-step reminders with configurable delays, PDF attachment, HTML templates, and a monitoring dashboard.

100.00 €
Excl. tax

  • Author PLANEO DIGITAL
  • Module version 1.0.1
  • Release date 06/25/2026
  • Access to download and updates 300 days
  • How to contact support info@planeo-digital.fr
  • Compatibility Dolibarr V18+   -   PHP>= 7.4
  • Last update 06/25/2026 10:08 PM

More info...

SmartPropal monitors all your validated quotes and automatically sends follow-up emails to clients who haven't responded yet.

Key features

  • 3-step automatic reminders — configurable delays from the validation date (default: Day 7, Day 21, Day 45)
  • PDF attachment — the quote PDF is automatically attached to every reminder email
  • HTML email templates — one customizable template per step with a rich-text editor (TinyMCE). Variables available: {ref}, {client}, {montant_ht}, {montant_ttc}, {expiration}
  • Sales rep signature — the email is signed with the signature of the salesperson assigned to the quote
  • Quote card integration — a follow-up history block and action buttons (Send now / Do not follow up) are added directly to the quote card
  • Monitoring dashboard — view all pending quotes, overdue reminders, days elapsed, and take manual actions in one click
  • Built-in cron job — automatic sending every 15 minutes via the Dolibarr Scheduled Jobs module
  • Per-quote opt-out — a "Do not follow up" checkbox can be set on any individual quote

How it works

  1. Activate the module
  2. Configure delay thresholds and email templates in Settings → SmartPropal
  3. Validated quotes are monitored automatically — reminders are sent at each configured delay
  4. Track all sent reminders from the quote card or the dashboard

Requirements

  • Dolibarr 18.0 or higher
  • Modules enabled: Proposals (Propal), Scheduled Jobs (Cron), Third Parties
  • Outgoing email configured in Dolibarr (SMTP)



If you think this module is a fork of another one (published after the first one) or violates some terms or conditions of use (for users or vendors), you can make a report at dolistore@dolibarr.org