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Turn Dolibarr into a complete CRM: drag-and-drop sales pipeline, lead scoring, opportunities, marketing campaigns, omnichannel activities (calls, emails, WhatsApp), helpdesk with SLA, sales goals, a workflow automation engine and 16 BI reports — Sales, Marketing & Customer Service in one premium interface.
Automatically invoice customers on a schedule: delivered orders or validated shipments. Generates the PDF and emails it to the billing contact.
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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: