- Welcome to Dolibarr ERP / CRM.
Recent posts
#31
Proposals / Quotes & Proposals
Last post by admin - Oct 30, 2025, 06:50 PMProposal 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.
Workflow and status tracking
- Manage proposals through statuses like draft, validated, accepted, signed, or refused.
- Track modifications after a proposal has been signed.
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.
#32
Opportunities / Leads & Opportunities
Last post by admin - Oct 30, 2025, 05:50 PMLead and opportunity tracking
Manage leads from initial contact through the various stages of the sales cycle.
Status and probability management
Assign a status (e.g., in progress, won, lost) and a win probability to each opportunity.
Revenue forecasting
Predict future revenue by calculating the potential value of opportunities based on their estimated turnover and probability of success.
Sales process automation
Streamline the conversion of a qualified opportunity into a commercial proposal, quote, or order.
Integration with other modules
Connect with other CRM and sales modules, such as Contacts, Orders, and Invoices, to manage the entire customer lifecycle in one system.
Performance analysis
Use predefined statistics pages to analyze the sales pipeline and track performance.
Manage leads from initial contact through the various stages of the sales cycle.
Status and probability management
Assign a status (e.g., in progress, won, lost) and a win probability to each opportunity.
Revenue forecasting
Predict future revenue by calculating the potential value of opportunities based on their estimated turnover and probability of success.
Sales process automation
Streamline the conversion of a qualified opportunity into a commercial proposal, quote, or order.
Integration with other modules
Connect with other CRM and sales modules, such as Contacts, Orders, and Invoices, to manage the entire customer lifecycle in one system.
Performance analysis
Use predefined statistics pages to analyze the sales pipeline and track performance.
#33
Customers - Vendors - Prospects / Customers, Vendors & Prospects
Last post by admin - Oct 30, 2025, 12:25 PMCentralized database
Stores comprehensive information for customers, prospects, and suppliers, including names, addresses, phone numbers, emails, and VAT numbers.
Contact and address management
Allows for multiple contacts and addresses associated with a single third party, such as different delivery or accounting addresses.
Transaction history
Links all related documents and events, including proposals, orders, invoices, and emails.
Categorization
Enables you to classify third parties into categories like "customer," "supplier," or "partner".
Event tracking
Provides a log of all past and future events related to a third party, such as meetings or calls.
Import/Export
Supports importing third parties from external files and exporting data for analysis.
Customization
Allows for the addition of custom fields and the configuration of notification preferences.