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Show each team only what it needs. Hide margins and cost prices from salesmen, lock payment terms, remove the Delete button, hide the Bank menu, ban exports, per group or per user, without code. Enforced by the server, REST API included.
Add a real sales estimate step between the opportunity and the official quotation: the salesperson prices the deal in detail with its cost price and its estimated sale price, has the offer approved internally, sends it to the customer by email with the PDF attached automatically, then turns it into a commercial proposal in one click.
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Convert your proposal or order in a project that is now possible ! Once your proposal / order is signed, a button will convert the proposal into project.
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Who are we?At ATM Consulting, we have been experts in the Dolibarr ERP/CRM for over 10 years. As a Dolibarr Preferred Partner, we are recognized for our expertise in developing custom modules and ERP/CRM integration. |
CONTACT USDo you need help?Installation, configuration, training, our engineers are here to help you! Is your module showing a technical anomaly?Are you encountering a problem? Our technical team will analyze your request. |