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SmartPropal — Automatic Quote Follow-ups

mp25170d20260625182156

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 €
Al netto delle imposte

  • Autore PLANEO DIGITAL
  • Versione modulo 1.0.1
  • Rilascio data 25/06/2026
  • Accesso agli aggiornamenti e ai download 300 giorni
  • Come contattare l'assistenza info@planeo-digital.fr
  • Compatibilità Dolibarr V18+   -   PHP>= 7.4
  • Ultimo aggiornamento 25/06/2026 22.08

Maggiori informazioni...

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