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Project from Proposal

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Dolibarr module that automatically creates projects from customer proposals with a single click. The created project is linked to the proposal and copies key data such as customer, proposal amount as project budget and start date. Prevents duplicates and respects user permissions.

99.00 €
Excl. tax

  • Author Interco Software Development S.L
  • Module version 2.0.0
  • Release date 10/22/2022
  • Access to download and updates 1 year
  • How to contact support soporte@inter-conecta.com
  • Compatibility Dolibarr V15 - V23   -   PHP7.4 - 8.3
  • Last update 03/14/2026 03:05 AM

More info...

Dolibarr project automation module · ES / EN / FR

Project from Proposal — Create projects automatically from proposals

Create Dolibarr projects automatically from customer proposals with a single click. Maintain full traceability between proposal and project without additional configuration.

⚡
One-click creation
A "Create project" button appears directly on the proposal page.
🔗
Automatic linking
The proposal is automatically linked to the created project.
📊
Data transferred
Customer, proposal amount as project budget and project start date.
🛡️
Permission aware
Only users with permission to create projects will see the button.

What problem does this module solve?
In many workflows, projects start from approved customer proposals. Creating a project manually and linking it to the proposal takes time and may lead to errors. This module automates the process by creating the project directly from the proposal.

📌 Simple workflow
  • Validate a customer proposal
  • The "Create project" button appears
  • The system automatically generates the project
  • The proposal is linked to the newly created project
📂 Information transferred to the project
  • Customer from the proposal
  • Proposal amount as project budget
  • Project start date
  • Direct link to the original proposal

Prevents duplicates
If the proposal already has a linked project, the button is automatically disabled to prevent duplicate project creation.

Native Dolibarr integration
The module uses the project numbering module configured in your Dolibarr installation and fully respects Dolibarr’s native permission system.

Easy installation
No configuration required. Install the module, activate it and start creating projects from proposals immediately.

Compatibility
Dolibarr: 19.0 to 23.x
PHP: 7.4 or higher
Multi-company: supported
Support: 12 months included

Developed by INTERCONECTA
Specialists in developing modules and integrations for Dolibarr ERP/CRM.

Visit website | Contact

Want to see how the module works?
Request a demo and discover how to automate project creation from proposals in Dolibarr.

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If you think this module is a fork of another one (published after the first one) or violates some terms or conditions of use (for users or vendors), you can make a report at dolistore@dolibarr.org