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Instantly modify the reference of your draft invoices in one click, without any SQL manipulation or risk of error. A simple button on your invoice cards allows you to quickly and safely change the reference of a draft invoice, directly from the Dolibarr interface.
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The module makes available a public catalog of Dolibarr products/services so that external visitors can prepare a quote.
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Overall Operation
1) Public Catalog
The module exposes a public page listing Dolibarr products and services.
Visitors can:
browse products,
select quantities,
add line items to a “cart” (conceptually: a quote request).
2) Cart / Quote Request
The cart is session-based and does not require authentication.
Each item added displays a user message:
“Added to quote”.
Labels are managed through Dolibarr’s i18n system (multi-language).
3) Automatic Generation of a Commercial Proposal
Upon validation:
the module creates a commercial proposal (propal) in Dolibarr:
status: draft
customer: created or identified based on the provided data
lines: products / services from the cart
the proposal is:
marked as “Quote Request” via an extra field
identifiable as originating from PublicQuote
a customizable private note is automatically added
(e.g. “Created via the PublicQuote module”, configurable).
4) Dolibarr Back-Office Integration
For internal users:
quote requests appear as standard commercial proposals
they can be:
listed using a dedicated filter (extra field)
handled by sales staff like any other Dolibarr quote
no modification of Dolibarr’s native workflow is required.