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SOP & Document Control Pro adds controlled document lifecycle management to Dolibarr, including review and approval workflows, controlled revisions, training acknowledgements, notifications, audit trail, QR access and PDF reports.
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.
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This module improves process management / business workflow on quotes, orders and invoices by adding : A customizable followed by step the progress of process Coloration and custom fields on the item A view agenda items to oversee their important dates And the ability to finely manage the connections between elements
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| 20.0.+2.5.0 (2024-08) |
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| 18.0.+2.4.0 (2023-07) |
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| 16.0.+2.3.0 (2022-08) |
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