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Automatically follow up on your commercial proposals by email, with the PDF attached, according to your chosen schedule and to your selected contact. Follow-ups stop automatically as soon as a quote is signed, rejected, invoiced, or expired. Each email sent is recorded in the quote's agenda.
A modern agenda for Dolibarr: week, month and per-colleague planning views, drag and drop, and filters remembered for each user.
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This model is a very easy and effective way to add titles, subtotals and comments to your PDF propal.
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Module version: auto
Publisher/Licence: Florian Dufourg / AGPL
User interface language: Every langages
Help/Support: None
Prerequisites:
Installation:
1) Put the file 'pdf_azurtitre.modules.php' in htdocs/core/modules/propale/doc
2) In the propal module parameter activate the new model : azurtitre
How it works:
Add lines to your propal as usual:
- If your line description format is a title (h1, h2, h3, h4) and the quantity is 0, the line will be a title, it means only description and Total columns will be used
- If your line description format is a division (div) and the quantity is 0, the line will be a title, it means only description column will be used
There is only one level of subtotal (you can not have a subtotal of subtotal)
See also:
https://www.dolistore.com/en/modules/1191-Easy-Dashboard.html