ProposalTracker

ProposalTracker improves the management and tracking of your commercial proposals in Dolibarr ERP & CRM. This module allows you to create multiple versions of the same proposal, providing complete visibility on the modifications and adjustments made over time. Thanks to automatic archiving at each validation, you can easily consult, compare or restore a previous version, ensuring smooth and efficient management of your commercial offers.

Main features:

Proposal versioning: Create and save multiple versions of the same commercial proposal for better monitoring.

Consultation and restoration: View the version history and easily restore a previous version if necessary.

Automatic archiving: Automatically archive each proposal at each validation for optimal traceability.

Time saving: Avoid recreating proposals by directly modifying existing versions.

Transparent monitoring: Keep a clear record of the adjustments made to commercial proposals to better meet customer needs.

Benefits:

Complete visibility: Quickly access all versions of your proposals for efficient management.

Maximum flexibility: Modify and adjust your offers without losing previous versions.

Improved traceability: Ensure rigorous control of modifications with an accessible history.

Increased productivity: Save time and effort by avoiding starting from scratch when making modifications.

With ProposalTracker, ensure precise monitoring and optimized management of your commercial proposals, guaranteeing better responsiveness and increased customer satisfaction.