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Dolibarr Visual Analytics is an advanced dashboard and data visualization module designed to transform raw Dolibarr data into clear, interactive, and actionable visual indicators. It enables managers, financial controllers, sales teams, and project leaders to monitor business performance in real time, without relying on complex Excel exports.
CardDesigner allows you to customize the cards and views in Dolibarr ERP & CRM according to your specific needs. With this module, you can adjust the display of additional fields (extrafields): hide them, make them bold, edit them or add tooltips.
Reporting or search features
productcatalogue enables you to create a catalogue of your products very easy and simple. As PDF, XLS, HTML,..
Smart Search Dolibarr enhances the default search functionality by introducing advanced features such as breadcrumb navigation, comprehensive search across additional attributes, a dedicated results overview page, direct links to selected items, and a complete replacement of the standard tool for improved usability and user experience.
Modern Template adds a full-screen shell on top of Dolibarr: compact toolbar, draggable tiles, synchronized sub-menus, smart search, and auto redirect after login. Uses Dolibarr native menus/permissions.
Clear and simple dashboard to monitor customer invoices: overdue, pending and paid.
Details product expeditions with totals and detailed shipment history
Market research, satisfaction surveys, polls: DoliForms is a powerful tool to create professional forms. Alternative to major international players. YOUR data stays on YOUR server.
A tool for building a budget and tracking it against actuals. It also allows for managing monthly forecasts to adjust projections.
SmartWorkflow – Intelligent Automation SmartWorkflow is an advanced Dolibarr module designed to automate business processes, simplify daily operations, and optimize company performance. It allows you to create custom workflows (e.g., quote → order → invoice), send smart notifications, generate automatic alerts, and display a KPI dashboard to monitor activity in real time.
Adds a public download link to shipment and delivery PDFs. The link uses document.php?hashp=… and can be used in emails/SMS.
Drive your projects, control your margins The PnL Management module for Dolibarr ERP/CRM allows you to easily track the financial performance of your projects month-by-month. Designed to give you real-time visibility over your project P&L, it is an essential tool to anticipate deviations, adjust forecasts, and maximize profitability
This module allows you to view and restore a historical version of a document (commercial proposal, invoice or price request).
Adds a QR Code pointing to the electronic signature link on proposals (PDF).