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SmartPropal — Automatic Quote Follow-ups
mp25170d20260625182156
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.
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More info...
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
- Activate the module
- Configure delay thresholds and email templates in Settings → SmartPropal
- Validated quotes are monitored automatically — reminders are sent at each configured delay
- 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