Quotation Tracking (automatic and manual)

Module description

Detailed description of the features :
The module allows you to create emails or reminder letters for your quotes. The creation is done automatically, individually or massively to go even faster!
You can specify a date for a next reminder and a widget on the home page allows you to track your commercial activity with the next reminders to realize.


Reminders Templates: You create as many templates as you want.

Automatic mode: you define the email to send and the delay before or after the due date of the quote. The module will automatically send the email to your prospect, along with the quote.

Massive mode: You check the quotes to be followed-up, choose the reminders mode (mail or email) and the template to use and in one click all of your reminders are done.

Individual mode: You create a reminder directly from a quote or a third party and choose the type (email / mail) and the reminder template to use.

A table allows you to follow the status of the reminders. Tracking is also available from each Third Party and Quote sheet.

Technical details :
All the opened proposals are included in the list.

Documentation

• You will find attached the module documentation
• Documentation (FR )

 Demo

• Try our module
• Login : demo
• Password : demo

Purchase includes :

• User guide
• Access to 6 month updates
• Corrective maintenance in the event of a proven malfunction

Purchase does not includes :

• Module configuration and installation help
• Formation in the use of the module
• Our team can support you in your needs (see our intervention packages 1h, 5h or 10h)

Support & Assistance Inovea Conseil

If you notice a malfunction of the module, access the support link below with all the information necessary to process your request :

• Module version and Dolibarr version ?
• Detailed problem encountered: when does it occur ?
• How to reproduce it ? (with screenshot)

Remember to read the user documentation before sending us a request ! You may find your answer there.

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