Proposal creation- Create new proposals from a client's or prospect's customer sheet.
- Include predefined products or services, custom fields, and notes.
- Set validity dates, payment terms, and shipping information.
(https://www.dolibarr.org/medias/image/www.dolibarr.org/images/doc_proposal_card.png)
Workflow and status tracking- Manage proposals through statuses like draft, validated, accepted, signed, or refused.
- Track modifications after a proposal has been signed.
(https://www.dolibarr.org/medias/image/www.dolibarr.org/images/doc_proposal_list.png)
Document generation and sending- Automatically generate professional PDF documents from the proposal.
- Send the PDF directly to clients via email.
- Clone existing proposals to quickly create similar ones.
Integration with other modules- Convert a validated and accepted proposal directly into a sales order, contract, or invoice.
- Link proposals to projects if the project module is enabled.
Reporting and analysis- Analyze acceptance rates and quote-to-deal conversion ratios.
- View statistics and filter proposals by status.
- Calculate the total margin of a proposal.
(https://www.dolibarr.org/medias/image/www.dolibarr.org/images/doc_proposal_stats.png)