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Customer Relationship Management
This powerful module allows you to easily import files containing purchase prices and automatically apply their updates on the effective date.
Quickly create price requests to several suppliers and much more! The “Supplier Quote Input” module is a powerful and intuitive tool that transforms the way you manage supplier quotes in Dolibarr. With this module, you can quickly create requests for quotations from your Dolibarr quotes or orders, and send them simultaneously to several suppliers.
The “Automatic Notes V3” module automatically adds predefined notes to your sales documents, making it easier to communicate information with your customers or suppliers.
The ‘Contact/Exchange Tracking V3’ module is designed to optimise the management of interactions between your company and third parties (prospects, customers, suppliers, etc.). Version 3 introduces a number of major improvements to make it easier to use, strengthen collaboration between your teams and enhance interaction tracking.
Enhance Your Sales Management in Dolibarr! Looking to optimize your quote tracking and gain better insights into your sales performance? ConvertionView, the newest module for Dolibarr, is here to make your life easier!
Accept 200+ payment methods in 150+ currencies globally in a highly secure, state-of-the-art environment supported by AI-powered risk management for SMEs & large enterprises. Novalnet hosts multiple value-added features & services including recurring payments, debt collection, automated marketplace.
Das Quick Invoicing-Modul von Dolibarr soll die Erstellung von Rechnungen vereinfachen und beschleunigen. Unter Umgehung des Standardprozesses können Benutzer Rechnungen mit nur wenigen Klicks über die Schnittstelle „Neue Rechnung“ erstellen. Hier sind die Hauptmerkmale:
This module simplifies stock movement tracking by combining multiple entries into one line, grouped by origin. It includes returned quantities in the summary, giving a clear and easy-to-read overview of inventory changes.
Detailed report on closing stock with physical stock entries and variance calculations.
This module simplifies Dolibarr workflow for creating customer orders and related documents (expedition, BOL, invoice) with just a few clicks. PDF generation and PDF merge are included with a custom number of pages/include for each document.
Module to limit invoices, orders, or proposals by amount
ClientGuard is a powerful solution for Dolibarr that helps manage client account restrictions effectively. Automate payment conditions, track contract statuses, enforce financial limits, and ensure proposals, orders, and invoices comply with your business rules. Fully customizable permissions allow seamless control over user access while maintaining financial stability.