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Internal Proposal Status Pipeline
mp17332d20260310074611
Neu
Add configurable internal status pipeline to Dolibarr proposals. Visual stages, colors, filters and automation to track commercial progress.
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Mehr Infos...
Internal Proposal Status Pipeline for Dolibarr
This module adds a fully configurable internal status pipeline to Dolibarr proposals.
It allows companies to visually track the commercial progress of proposals using customizable stages, colors and automation rules.
Main Features
- Visual pipeline displayed directly in the proposal card
- Customizable workflow stages
- Color picker for stage customization
- Internal status column with filter in proposal list
- Automation rules on validation, signature or invoicing
- Easy SaaS-style workflow editor
- Fully configurable pipeline
Benefits
- Better commercial visibility
- Track proposal progress easily
- Improve sales workflow organization
- Adapt stages to your company process
Example workflow
- Draft
- Validated
- Sent
- Signed
- Finalized
- Invoiced
Compatibility
Compatible with Dolibarr 20.x, 21.x, 22.x and 23.x.
Author
Developed by jesusjg.es
https://jesusjg.es
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