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Step-by-step guide, written in French, to run an association with Dolibarr™ 24: members and subscriptions, donations and Cerfa tax receipts, partnerships, events and registrations, online payment (Stripe, PayPal, HelloAsso), invoicing, accounting, bank, volunteer expense reports and GDPR. Illustrated with screenshots, A4 PDF format.
Strategic Insight 360 is not a simple SWOT form. It is a complete Strategic Diagnosis & Decision Intelligence System integrated into Dolibarr, part of the NEXT GESTION Business Strategy range (Module 02). It turns your Dolibarr data and business evidence into a rigorous, evidence-based strategy.
Electronic Content Management
Digitize paper with your phone camera or scanner and save it as a PDF in the Documents tab of any Dolibarr record. Automatic cropping, blank pages, split into documents and searchable text.
Electronically sign Dolibarr PDFs from a link: hand-drawn signature, customer-then-company signing order, and a full log of every signature.
Add attachments by drag and drop directly to native Dolibarr attachment controls, with eight configurable behaviors and no core modification.
Send and receive fax directly from your Propal, Order or Invoice — no fax machine, no eFax subscription. DoliFax adds a one-click Send by Fax button, automatic cover pages, and full transmission tracking with legal proof of delivery. Choose your fax provider (Sinch, HIPAA-ready; QuestBlue, economical). Built for US/Canada healthcare, legal and B2B logistics.
Build forms in Dolibarr by dragging fields: text, number, currency, rating, date, choice, file and signature, reusable templates and a field library, responses kept with their form version, handwritten signatures, workflows, public links to answer without an account, webhooks, notifications and reporting.
Sign your documents inside Dolibarr: documents and signers, signature zones for signature, initials, date, text and checkbox, reusable templates, sequential or parallel workflows, invitations and reminders, proof files, certificates, unmodifiable audit log, vault, API and reporting.
Turn Dolibarr into a confidential HR file per employee, reserved to management: contracts & amendments, HR documents, internal notes and a chronological event journal with author, report and follow-up. Read-only bridges to the standard GRH (leaves, expenses, appraisals), no re-entry. White-list confidentiality and a 360° employee history timeline.
Generate, check and manage Factur-X invoices from a modern Dolibarr interface, with PDF/A-3, embedded CII XML and a centralized document dashboard.
Reconciles Stripe transactions, fees, refunds, disputes and payouts with Dolibarr, and automatically creates missing accounting entries.
Automatically merge terms of sales, datasheets and bank details into the PDFs of your quotes, orders and invoices. No-code conditional rules (amount, country, language), before/after position, automatic product annexes. Zero dependency.
Track phone-support time per customer (headset button) and bill it in Dolibarr, monthly allowance included: call timer, third-party tab, individual or bulk billing.
CComptaPortal gives your accountant secure, strictly controlled access to your sales and purchase invoices without opening the internal Dolibarr interface. Named invitation, search, download, ZIP export, e-mail delivery and a retrieval API for their accounting software.