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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.
Brief project displays an overview of the projects' details directly in the list view, letting users see and compare informations without needing to click through each project individually.
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Genuine coltellino svizzero per personalizzare i vostri documenti (ordini, spedizioni, fatture LCR, fichinter, progetto, propale, ordini e fatture fornitori, contratti). Il modulo di amministrazione consente di gestire le impostazioni grafiche e numerose personali.
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Module version: 11.0.x The rate includes 1 hour of online help! free updates for 1 year for this version and then 50% discount for the following version |
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Install:
unzip modulefile.zip
Demo : https://doliweb.com
English visitor
login : dowjohn
psw : visitor
Manage your templates with a single click in a drop-down list.
Create these in the image of your company, respecting your graphic charter (Background color, border color, text color...)
Features: See on Dolibarr's wiki
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Many "slides" have been added since the last version, in particular the display of products barcode within documents lines as well as the "electronic signature", the creation and display of several issuing companies