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Professional project management with guided creation wizard, sector-specific templates, AJAX side panel, Kanban board and custom fields per category. Create complete projects with automatic tasks in seconds.
The Credit Guard module for Dolibarr is designed to protect your business from the risks associated with customers with overdue payments or purchases from suppliers with outstanding balances. By using predefined credit limits, Credit Guard ensures that no transaction exceeds safe thresholds, giving you full control over outstanding balances and cash flow management.
Reporting or search features
productcatalogue enables you to create a catalogue of your products very easy and simple. As PDF, XLS, HTML,..
Smart Search Dolibarr enhances the default search functionality by introducing advanced features such as breadcrumb navigation, comprehensive search across additional attributes, a dedicated results overview page, direct links to selected items, and a complete replacement of the standard tool for improved usability and user experience.
Modern Template adds a full-screen shell on top of Dolibarr: compact toolbar, draggable tiles, synchronized sub-menus, smart search, and auto redirect after login. Uses Dolibarr native menus/permissions.
Clear and simple dashboard to monitor customer invoices: overdue, pending and paid.
Details product expeditions with totals and detailed shipment history
Market research, satisfaction surveys, polls: DoliForms is a powerful tool to create professional forms. Alternative to major international players. YOUR data stays on YOUR server.
A tool for building a budget and tracking it against actuals. It also allows for managing monthly forecasts to adjust projections.
SmartWorkflow – Intelligent Automation SmartWorkflow is an advanced Dolibarr module designed to automate business processes, simplify daily operations, and optimize company performance. It allows you to create custom workflows (e.g., quote → order → invoice), send smart notifications, generate automatic alerts, and display a KPI dashboard to monitor activity in real time.
LoginNotify is a Dolibarr module that automatically sends an email notification on every successful user login to your instance.
Adds a public download link to shipment and delivery PDFs. The link uses document.php?hashp=… and can be used in emails/SMS.
Drive your projects, control your margins The PnL Management module for Dolibarr ERP/CRM allows you to easily track the financial performance of your projects month-by-month. Designed to give you real-time visibility over your project P&L, it is an essential tool to anticipate deviations, adjust forecasts, and maximize profitability
This module allows you to view and restore a historical version of a document (commercial proposal, invoice or price request).