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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.
Dolibarr tells you how many items you have. It does not tell you where they are, which batch expires first, in which order to walk the warehouse, or what must be ordered today to be delivered on time.
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Creating commercial propal as price offers. Coupled with the Price List module it is possible to import the offer once validated. Demo on http://doli.sm-2i.fr (demo/demo)
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Module version: auto
Publisher/Licence: Michel Garcia / AGPL
User interface language: English
Help/Support: Mail to contact@sm-2i.fr
Prerequisites:
Install:
unzip module_priceoffer-auto.zip