Module Commercial Proposals - Quotes
| Commercial Proposals | |
|---|---|
| Numéro/ID du module | 20 |
| Doc utilisateur du module | This page |
| Doc développeur du module | Module Commercial Proposals (developer) |
Introduction
A proposal is a document you suggest to a customer to give him an idea of what you can do/sell at which price.
Installation
This module is included with the Dolibarr distribution, so there is no need to install it.
Configuration
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.
If a cog icon appears 
on module thumb or at end of the line of the module, click on it to access the setup page specific to the module.
Life cycle / Business rules
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Page waiting for translation. To translate, create an account, go back and clic on "Modify".
Page en attente de traduction. Pour traduire, créez un compte, revenez et cliquez sur "Modifier".
Página a traducir. Para traducirla, cree una cuenta, vuelva a la página y haga clic en "editar".
Pagina da tradurre. Per tradurla, crea un utente, torna indietro e clicca su "modifica".
Seite wartet auf Übersetzung. Um Übersetzung zu erstellen, richte einen Account ein, geh zurück und klicke auf "bearbeiten".
页面等待翻译。若要翻译本页，先创建一个帐户、登录并返回本页后单击“编辑”。A Complete Proposal
The creation of a business proposal is from the customer or prospect in the Commercial. To create a proposal you must have a defined contact for this client and the module must be enabled!).
Follow the signs to create a draft proposal, then validate it when it is ready (as opposed to bills you can modify a proposal accepted).
Closure of a proposal
Signed as close a proposal when the customer has agreed. At the close of a business proposal, identity attached is automatically set as a customer if it was previously classified as a prospect. Also if you setup correctly Module Workflow, an Order "draft" can be automatically created.
Module
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 / Proposals /
Example of use case
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| UCCP01: | |
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