Module Commercial Proposals - Quotes
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|Doc développeur du module
|Module Commercial Proposals (developer)
A proposal or quote is a document you suggest to a customer to give him an idea of what you can do/sell at which price.
This module is included with the Dolibarr distribution, so there is no need to install it.
To use this module, you must first enable it using an administrator account, via the menu option "Home - Setup - Modules".
Choose the tab where the module is listed. Then click on "Activate".
The module is now activated.
Life cycle / Business rules
When a commercial proposal is created, this is done with status "Draft". Then it is "Validated". You can then close it with status "Signed" (if customer has accepted it), or with status "Refused".
If the commercial proposal is "Signed", it can be converted into invoice or order, manually or automatically.
Create a proposal
The creation of a business proposal is done from a third party card. The third party must be defined as customer or prospect (or both). Also module "Commercial Proposal" must be enabled.
Go on third party card. Click on button "Add proposal" on customer or prospect tab of the third party. Then validate it.
Closure of a proposal (Refused or Signed then Billed)
A proposal is closed when set to "Refused". If the proposal is set to "Signed" when the customer has agreed, the prospect attached is automatically set as a customer if it is not already a customer. Then, you have then to decide when the proposal will be closed. Once an order has been created or once an invoice has been created.
If you setup correctly Module Workflow, you can have a "draft" order created automatically. You can also to have the proposal being closed automatically when the order is created or when the invoice has been validated.
Dolibarr can handle several models of proposals, which must be active in the Configuration module. You can create your templates yourself you just have to know the language php. The models proposed are located in /includes/modules/propale/
Commercial proposals: (vocal in french but subtitles are available and review in this language)