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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.
The whole journey of a French public contract inside Dolibarr: spot the tender, decide whether to bid, prepare the application (DC1, DC2, ESPD) and an illustrated technical statement with its appendices, assemble the whole submission into a single PDF, submit, then follow the contract you won — purchase orders, price revision and invoices ready for Chorus Pro.
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MyList allows the creation of custom dynamic lists from the information contained in your database reprocessed by a SQL request and to make them accessible from the menus of Dolibarr.
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MyList allows you to create and manage custom lists in Dolibarr based on SQL queries, offering great flexibility for exploiting data. |
Creating custom listsMyList allows you to extract and display specific data in the form of dynamic tables based on SQL queries. |
Advanced filters and sortingUsers can apply filters, sort results and adjust the display according to their needs. |
Export and reportingLists can be exported to CSV, PDF or displayed in specific Dolibarr menus. |
Actions on dataMyList allows you to perform mass updates and deletions directly from the interface. |
Usage simplifiedThanks to pre-designed templates and an intuitive interface, even non-technical users can use the module effectively. |
| 24.0.+5.5.2 (2026-08) |
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| 24.0.+5.5.1 (2026-07) |
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| 24.0.+5.5.0 (2026-06) |
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