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SOP & Document Control Pro adds controlled document lifecycle management to Dolibarr, including review and approval workflows, controlled revisions, training acknowledgements, notifications, audit trail, QR access and PDF reports.
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.
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Send your order acknowledgements in one click. This button is located at the sales order level. You will have to choose the level from which you want this button to appear. When the sending is done the button disappears. The messages sent are based on the configuration of the texts in the email templates, which can be fully customised.
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Module version: auto
Publisher/Licence: Nicolas SILOBRE / GPL-v3
User interface language: Français
Help/Support: Mail to contact@ns-info.fr / Forum
Prerequisites:
Install (For Dolibarr v9+):
Description of the module :
The purchase of the module includes :
The document is available on the wiki
Autres modules :