Werbeaktionen

  • INTERVENTION PLUS: Komplettes Management von Interventionen

    Das Modul „Intervention Plus“ ist ein revolutionäres Tool, das das Interventionsmanagement von der Planung bis zur Abrechnung vereinfacht und optimiert. Es wurde für Vertriebs- und Technikteams entwickelt und bietet eine vollständige Suite von Funktionen, um eine transparente und effiziente Überwachung jedes Eingriffs zu gewährleisten.

    250,00 €  (500€)
  • Advanced HRM : Advanced human resources management

    This module brings a layer of ergonomics and features missing in the standard Dolibarr human resources management module, such as the facility to create absence requests from the employee schedule, the addition of automatic VAT rates, the integration of the km scale on the tranche 1 and of google maps.

    145,00 €  (290€)

Neue Produkte

  • IMPORT MAJ Variant Product

    This module enables bulk creation and update of product variant combinations. It allows users to import and export, via Excel or CSV files, a product’s variant combinations along with their associated price and weight variations.

    60,00 €
  • GED+ - Supplier document upload portal (quotes & invoices)

    Give your suppliers a secure web portal to upload their quotes and invoices as PDF. Personal HMAC-signed link, deposit tracking, statuses, email notifications and access revocation. Fully standalone module, independent from the Dolibarr WebPortal.

    149,00 €

SmartPropal — Automatic Quote Follow-ups

mp25170d20260625182156

Neu

Automatically send follow-up emails for validated quotes with no response. 3-step reminders with configurable delays, PDF attachment, HTML templates, and a monitoring dashboard.

100,00 €
Netto

  • Autor PLANEO DIGITAL
  • Modulversion 1.0.1
  • Veröffentlichungsdatum 25.06.2026
  • Zugriff auf Updates und Downloads 300 Tage
  • So kontaktieren Sie den Support info@planeo-digital.fr
  • Kompatibilität Dolibarr V18+   -   PHP>= 7.4
  • Letztes Update 25.06.2026 22:08

Mehr Infos...

SmartPropal monitors all your validated quotes and automatically sends follow-up emails to clients who haven't responded yet.

Key features

  • 3-step automatic reminders — configurable delays from the validation date (default: Day 7, Day 21, Day 45)
  • PDF attachment — the quote PDF is automatically attached to every reminder email
  • HTML email templates — one customizable template per step with a rich-text editor (TinyMCE). Variables available: {ref}, {client}, {montant_ht}, {montant_ttc}, {expiration}
  • Sales rep signature — the email is signed with the signature of the salesperson assigned to the quote
  • Quote card integration — a follow-up history block and action buttons (Send now / Do not follow up) are added directly to the quote card
  • Monitoring dashboard — view all pending quotes, overdue reminders, days elapsed, and take manual actions in one click
  • Built-in cron job — automatic sending every 15 minutes via the Dolibarr Scheduled Jobs module
  • Per-quote opt-out — a "Do not follow up" checkbox can be set on any individual quote

How it works

  1. Activate the module
  2. Configure delay thresholds and email templates in Settings → SmartPropal
  3. Validated quotes are monitored automatically — reminders are sent at each configured delay
  4. Track all sent reminders from the quote card or the dashboard

Requirements

  • Dolibarr 18.0 or higher
  • Modules enabled: Proposals (Propal), Scheduled Jobs (Cron), Third Parties
  • Outgoing email configured in Dolibarr (SMTP)



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