Contracts, Subscriptions Manage customer / supplier contracts or subscriptions. Generate recurring invoices of subscription automatically. Create Contract with subscribed services Create your contract from your prospect/customer sheet, or in one click by reusing a proposal or an order. Include predefined products/services to save you time, or enter full content manually. If predefined fields does not match your needs, [...]

Orders Dolibarr can manage your customer and supplier orders. Manage your workflow order and products stock according to your rules. Create your Order Create your orders from your customer sheet, or in one click by reusing a signed proposal or contract to save time. Include predefined products to save you time, or enter full content manually. If predefined [...]

Quotes / Proposals Create and send, with no delay, pretty proposals to your prospects or old customers... Create your Quote or Commercial Proposal Create your quote from your prospect/customer sheet, or in one click by reusing a previous proposal. Include predefined products to save you time, or enter full content manually. If predefined fields does not match your needs, add [...]

Opportunities Create and follow all your leads / commercial opportunities Create your Lead / Opportunity Create your lead or opportunity. Include predefined products to save you time, or enter full content manually. Attach any external document. If predefined fields does not match your needs, add your own fields of any type (string, amount, date, checkbox, combo list, ) to the form. [...]

Prospects and Customers Dolibarr gives you the ability to follow-up your prospects and customers, and reuse them with other modules. Create your prospects or customers Just enter the name of the third party and its type (prospect and/or customer) to create it in your database. A unique customer code reference will be automatically set according to your [...]