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The Proposal Tracker module for Dolibarr ERP & CRM improves proposal management with smart version control. It automatically archives proposals, allows version comparison, and lets you restore older versions, ensuring full history tracking, fewer errors, and a faster sales process.
Allows each user to send emails from their own email account with individual SMTP/IMAP configuration.
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It allows to automatically add product documents, attachment documents and the main documents of budgets, orders, invoices and shippings when sending an email.
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Module version: auto
Publisher/Licence: Top components S.L.U. / AGPL
User interface language: English
Help/Support: contacto@topcomponents.es
Prerequisites:
Install (For Dolibarr v9+):
Install (For Dolibarr v8-):
This module adds buttons to quickly add budgets, orders, invoices and delivery notes linked when they are sent by email. For example, delivery notes can be attached when sending an invoice to a customer.
The available buttons are: