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* Prices may vary depending on your country.
* An additional contribution can be added at the time of payment.
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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.
Export any Dolibarr list to Excel or PDF with one click. The file is built on the server, so long lists never freeze the browser.
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Doli2Doli makes it easy to transfer third parties and products between different Dolibarr instances using the REST API. Configure your destination Dolibarr instances once, then select the instance to which you want to send your data directly from the records themselves.
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From a third-party record, use the [Doli2Doli] button to select the destination Dolibarr instance.
You can also choose to transfer contacts associated with the third party.
Transferring private notes is protected by permissions: only authorized users can transmit this information.
Associated products can also be sent to the destination Dolibarr instance.
Doli2Doli handles selling prices and purchase prices, among other details. Access to purchase price transfers is protected by specific permissions.
If the product does not exist in the destination Dolibarr instance, it can be created.
If it already exists (based on the product reference or supplier reference), Doli2Doli simply updates it after confirmation.
Doli2Doli is designed for the occasional transfer of data between multiple Dolibarr installations, without requiring permanent synchronization.
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