No products
* Prices may vary depending on your country.
* An additional contribution can be added at the time of payment.
New products
Add a real sales estimate step between the opportunity and the official quotation: the salesperson prices the deal in detail with its cost price and its estimated sale price, has the offer approved internally, sends it to the customer by email with the PDF attached automatically, then turns it into a commercial proposal in one click.
Manage your whole insurance brokerage business in Dolibarr, from the CRM opportunity to the payment of the broker commission. The module centralizes customer policies, quotations, policy issuance, renewals, claims tracking, broker commissions and documents in one organized and fully traced workflow. No more spreadsheets, scattered emails or missed follow-ups.
mp25128d20260806110634
Automate Dolibarr without code: a visual editor with triggers, conditions, actions, delays, branches, loops and approvals, simulation before saving, executions with a step-by-step trace and replay, queues with retries, cron scheduling, inbound webhooks, scoped API keys and reporting.
|
|

▶ Live online demoTry the full module with realistic demo data, no installation needed. Credentials: demo / demo |
📖 Free training manualDownload the complete step-by-step PDF manual, every feature explained with screenshots.
|
More from DoliResourceDiscover all our professional, ready-to-use Dolibarr modules. |