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    Categorized Document Sharing enhances Dolibarr ERP CRM with an advanced document management system based on configurable categories. The module allows documents (ID, proof of address, income documents, etc.) to be categorized and automatically made accessible across multiple related modules such as third parties, projects, or commercial proposals.

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Internal Proposal Status Pipeline

mp17332d20260310074611

Add configurable internal status pipeline to Dolibarr proposals. Visual stages, colors, filters and automation to track commercial progress.

15.00 €
Excl. tax

  • Author Jesus Jimenez Garrido
  • Module version 1.0.0
  • Release date 03/10/2026
  • Access to download and updates 2 years
  • How to contact support support@jesusjg.es
  • Compatibility Dolibarr V23 - V6   -   PHP7.4 - 8.3
  • Last update 03/10/2026 09:51 AM

More info...

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