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The Proposal Tracker module for Dolibarr ERP & CRM improves proposal management with smart version control. It automatically archives proposals, allows version comparison, and lets you restore older versions, ensuring full history tracking, fewer errors, and a faster sales process.
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.
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This module provides additional target formats for the export of the accounting ledger. In the current version, the accounting software Taxpool can be chosen as an additional target. You can import the data into Taxpool by choosing the exported file as an input file from within Taxpool. Column headers are chosen in a way that a one click auto-assignment can take place within Taxpool.
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Module version: auto
Publisher/Licence: Bloxera GmbH / GPL-v3
User interface language: English / German
Help/Support: None / Forum www.dolibarr.org / Mail to: dolistore@bloxera.com
Prerequisites:
Important note:
This free module is no longer maintained.
The module has not yet been used extensively and therefore no guarantee can be given regarding correctness. Please be careful when using it, use in production is not recommended.
Install (For Dolibarr v9+):