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Proposal Tracker

mp1437d20260124134717

New

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.

259.00 € Excl. tax

Previous Next
  • Author Hayat Qadech
  • Module version 1.0
  • Release date 01/24/2026
  • Access to download and updates 350 days
  • Compatibility Dolibarr V6 - V23
  • Last update 02/05/2026 05:44 PM

More info...

DoliMarketPlace

The Proposal Tracker module for Dolibarr ERP & CRM enables advanced management of commercial proposals by providing smart version control. It automatically archives each proposal, allows easy comparison of previous versions, and lets you restore older versions when needed. This module ensures complete oversight of proposal history while reducing errors and speeding up the sales process.

Key Features

  • Automatic proposal archiving: Each validation automatically saves a copy for full historical tracking.
     
  • Complete versioning: Create and manage multiple versions of the same proposal to track changes.
     
  • Version comparison: Easily see the differences between versions and track adjustments.
     
  • Easy restoration: Quickly restore a previous version to correct or reuse information.
     
  • Hidden version field: Keep precise track of the current version of each proposal.
     
  • Intuitive interface: Access old proposals and restoration options directly within Dolibarr.
     

Use Cases

✔ Efficiently manage updates and changes to commercial proposals
✔ Compare versions to verify price or condition changes
✔ Restore previous proposals to save time
✔ Ensure complete traceability of every offer to clients
✔ Facilitate collaboration within sales teams

Security and Control

  • Restricted access for authorized users only
     
  • Full history of all versions and modifications
     
  • No impact on original data during restoration
     
  • Seamless integration with existing Dolibarr modules
     

  • With Proposal Tracker, improve reliability and efficiency in proposal tracking, reduce errors, and optimize offer management in Dolibarr.

Discover the full online demo

  Online Demo  

 

Login: demo / demo

Installation

  • Download the module archive (.zip) from DoliStore.com
  • Go to "Home > Setup > Modules > Deploy an external module" and submit the zip
  • The module or theme is then available and can be activated

Boost your Dolibarr

Discover our professional modules to simplify management, automate tasks, and gain efficiency.

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Why choose our modules

  • Compatible with recent Dolibarr versions
  • Module languages: DoliMarketPlace
  • Free support and bug fixes included
  • Free access to module updates for one year

Support & Assistance

If you encounter a problem, please provide the following information:

  • Module and Dolibarr version
  • Steps to reproduce the issue (screenshots or video if possible)



If you think this module is a fork of another one (published after the first one) or violates some terms or conditions of use (for users or vendors), you can make a report at dolistore@dolibarr.org