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Automate payment reminders for unpaid invoices in Dolibarr: group emails by customer and track promises to pay, disputes and payment plans. Customers can view their account and reply through the included portal.
The Lead Management module allows you to track commercial contacts to be qualified in Dolibarr without cluttering your third-party database, and then convert them in one click into a prospect, contact, and opportunity — all linked together and to their original lead.
Electronic Content Management
MBI Propale History turns the successive revisions of a commercial proposal into a single, traceable version history, directly inside Dolibarr.
Edit your ODT, DOCX, XLSX, PPTX… documents in Dolibarr with the real LibreOffice, right in the browser.
Receipts (photos, PDF) appended to the expense report PDF, page by page. One single document to hand over.
Digitize paper with your phone camera or scanner and save it as a PDF in the Documents tab of any Dolibarr record. Automatic cropping, blank pages, split into documents and searchable text.
Type a French SIREN number in the Prof. id 1 field of a third-party card: the module queries the official INSEE Sirene API and fills the form for you — company name, head-office address, SIRET, APE code, legal form and intra-community VAT number. It also checks whether the company can receive electronic invoices, and keeps verifying over time that your cards still match the Sirene register.
Dolibarr module that adds a WhatsApp button next to the native send-by-mail button. You choose a Dolibarr e-mail template, and the prepared message is reused in WhatsApp with the document link, ready for the user to send.
Electronically sign Dolibarr PDFs from a link: hand-drawn signature, customer-then-company signing order, and a full log of every signature.
Add attachments by drag and drop directly to native Dolibarr attachment controls, with eight configurable behaviors and no core modification.
Send and receive fax directly from your Propal, Order or Invoice — no fax machine, no eFax subscription. DoliFax adds a one-click Send by Fax button, automatic cover pages, and full transmission tracking with legal proof of delivery. Choose your fax provider (Sinch, HIPAA-ready; QuestBlue, economical). Built for US/Canada healthcare, legal and B2B logistics.
Build forms in Dolibarr by dragging fields: text, number, currency, rating, date, choice, file and signature, reusable templates and a field library, responses kept with their form version, handwritten signatures, workflows, public links to answer without an account, webhooks, notifications and reporting.
Sign your documents inside Dolibarr: documents and signers, signature zones for signature, initials, date, text and checkbox, reusable templates, sequential or parallel workflows, invitations and reminders, proof files, certificates, unmodifiable audit log, vault, API and reporting.