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How many returnable kegs, crates or pallets each customer holds, the deposit value and the packaging not returned in time.
MBI Propale History turns the successive revisions of a commercial proposal into a single, traceable version history, directly inside Dolibarr.
Complete wealth management suite for CIF/CGP: client journey, regulatory documents (DER, PI, BP, LM, RA), simulators (Life Insurance, PER, PEA, IFI, PVI, Livrets), AI method, client portal.