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Manage your whole insurance brokerage business in Dolibarr, from the CRM opportunity to the payment of the broker commission. The module centralizes customer policies, quotations, policy issuance, renewals, claims tracking, broker commissions and documents in one organized and fully traced workflow. No more spreadsheets, scattered emails or missed follow-ups.
Step-by-step guide, written in English, to run a commercial or industrial company with Dolibarr™ 24: sales and purchases, stock, warehouses and inventories, shipments and receptions, bills of materials and manufacturing, TakePOS point of sale, e-invoicing, accounting and bank. Illustrated with screenshots, A4 PDF format.
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The module provides the functions for sending invoices to the Chorus Pro platform. The module requires a subscription to be operational. This subscription is available by contacting Easya Solutions. Note : It's compatible with the multi-company module.
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Bannette allows you to quickly retrieve PDFs that you have uploaded to a customizable folder (Easya/Dolibarr EDM or online storage service), view them and link them as attachments to your business documents. |
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To work properly, the module requires installation and activation of the Advanced Dictionaries module available free of charge from the Dolistore. Click HERE to download it. |
LEARN MORE ABOUT THE MODULE
TECHNICAL INFORMATION
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Licence : GPL V3 |
AT OPENDSI'S
Free downloadable modules:
Free modules do not include corrective maintenance. Interventions can be carried out upon request, based on a quote, and billed according to time spent.
Paid modules: purchasing a module provides you, for one year, with:
but does not include:
INSTALLATION AND UPDATE
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Download the .zip archive of the module.
The module can then be activated ( Before installing or updating, please ensure that the module is officially compatible with your Dolibarr version. Find plenty of additional information by downloading our user guide! |