Promozioni

  • Interview

    This module allows you to create questionnaires in Dolibarr. This module can be used alone but can also be added to the Agefodd module. (It is integrated into the Agefodd 2025 version).

    250,00 €  (600€)

Nuovi Prodotti

  • Ramira Access: nascondere o bloccare campi, pulsanti, schede e menu per gruppo o utente

    Mostrate a ogni team solo ciò di cui ha bisogno. Nascondete margini e prezzi di costo ai commerciali, bloccate le condizioni di pagamento, rimuovete il pulsante Elimina, nascondete il menu Banca, vietate le esportazioni, per gruppo o per utente, senza codice. Applicato dal server, API REST inclusa.

    99,00 €
  • Business Directory module

    Discover the Business Directory module! It allows you to search for a company within official registers—in France, Switzerland, or the United Kingdom—and create a prospect or primary contact without having to re-enter a single line of data.

    190,00 €

Quotation Tracking (automatic and manual)

c868d20181210143637

Manage your commercial reminders and pilote your commercial activity through this module: proposals to re-launch,  re-launch monitoring,  ... Do not miss out customers ! Create easily and quickly reminders by e-mail or letters with as many different templates as you need. Create automatic or manual reminders. One click is enough to follow-up all current quotes to your customers.

150,00 €
Al netto delle imposte

  • Autore INOVEA CONSEIL
  • Versione modulo 2.9.3
  • Rilascio data 10/12/2018
  • Accesso agli aggiornamenti e ai download 180 giorni

Maggiori informazioni...

 

logo inovea conseil    

 

Quotation tracking (auto and manual)
➦ Editor : Inovea Conseil
➦ Version : auto
➦ Compatibility : Dolibarr auto - auto		 ➦ Languages : FR EN

Module description

Detailed description of the features :
The module allows you to create emails or reminder letters for your quotes. The creation is done automatically, individually or massively to go even faster!
You can specify a date for a next reminder and a widget on the home page allows you to track your commercial activity with the next reminders to realize.


Reminders Templates: You create as many templates as you want.

Automatic mode: you define the email to send and the delay before or after the due date of the quote. The module will automatically send the email to your prospect, along with the quote.

Massive mode: You check the quotes to be followed-up, choose the reminders mode (mail or email) and the template to use and in one click all of your reminders are done.

Individual mode: You create a reminder directly from a quote or a third party and choose the type (email / mail) and the reminder template to use.

A table allows you to follow the status of the reminders. Tracking is also available from each Third Party and Quote sheet.

Technical details :
All the opened proposals are included in the list.

Documentation

  • You will find attached the module documentation
  • Documentation (FR )

 Demo

Purchase includes :

  • User guide
  • Access to 6 month updates
  • Corrective maintenance in the event of a proven malfunction

Purchase does not includes :

Support & Assistance Inovea Conseil

If you notice a malfunction of the module, access the support link below with all the information necessary to process your request :

  • Module version and Dolibarr version ?
  • Detailed problem encountered: when does it occur ?
  • How to reproduce it ? (with screenshot)
 

Remember to read the user documentation before sending us a request ! You may find your answer there.

  • Inovea-Conseil-Support-ERP-DOLIBARR

Our other services

 

To discover



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