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Shows what remains to be invoiced (unbilled amounts) on each customer order, line by line: partial invoices, down payments, credit notes, grouped invoices.
All your organization’s key dates in one calendar: REGISTRA events, CONVOCA meetings, DOMINIUM co-owner meetings and your own appointments, read live with no double entry. Link appointments to third parties and contacts, find them in the Dolibarr Agenda and follow upcoming events from the home page. Multi-company ready: the parent entity sees the calendars of all its subsidiaries.
Electronic Content Management
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.
Turn Dolibarr into a confidential HR file per employee, reserved to management: contracts & amendments, HR documents, internal notes and a chronological event journal with author, report and follow-up. Read-only bridges to the standard GRH (leaves, expenses, appraisals), no re-entry. White-list confidentiality and a 360° employee history timeline.
Turn Dolibarr into a complete ERP for architecture firms: architectural projects, standardized phases & missions, plans & deliverables with versioning, administrative permits, planning, site visits, HR workload, fee tracking, meetings, EDM documents, automatic alerts and reports (PDF/Excel/CSV) — the whole practice in one interface.
Turn Dolibarr into a complete civil-engineering design-office ERP: enhanced BET projects, technical missions, studies & deliverables, planning, human resources, team assignments, administrative & financial follow-up, meetings, technical documents, automatic alerts, a decision dashboard and 4 BI reports.
Turn Dolibarr into a complete OPC platform for construction: OPC projects & technical lots, master & detailed Gantt schedule, milestones, coordination Kanban, site meetings & reports, reserves, risks & automatic delay detection, documents & visa workflow, SPI/CPI indicators, client portal, BI reporting and automation — native to Dolibarr.
Categorized Document Sharing enhances Dolibarr ERP CRM with an advanced document management system based on configurable categories. The module allows documents (ID, proof of address, income documents, etc.) to be categorized and automatically made accessible across multiple related modules such as third parties, projects, or commercial proposals.
The “Third-Party Documents” module for Dolibarr centralizes, on a single screen, all files attached to a customer, supplier, or prospect.
The GMP module allows you to manage calls for tenders and public contracts, - Management of calls for tenders, - The management of public contracts
The “ODT/PDF Contract from Quote” module for Dolibarr automatically generates customized contracts in ODT format (and convertible to PDF) from your commercial proposals (quotes).
Module Permissions on attache ad files is a free module that allows you to manage viewing and downloading permissions for attached files on Dolibarr.
Allows Full Text search on the documents of the various modules. It is possible to select only the modules and types of documents concerned.