Table of Contents

  1. Introduction

  2. Why Automation is a Game-Changer in ERP

  3. What Are Dolibarr Pro Modules?

  4. The Difference Between Standard and Pro Modules

  5. Core Automation Benefits for Growing Businesses

  6. Automating Lead Capture and CRM Workflows

  7. Email Notifications, Reminders, and Follow-ups

  8. Automatic Document Generation (Quotes, Invoices, Contracts)

  9. Recurring Invoicing and Subscription Management

  10. Stock Level Monitoring and Reordering Alerts

  11. Workflow Automation for Purchase Orders

  12. Automating Supplier Communication

  13. Project Milestone Triggers and Task Scheduling

  14. Employee Onboarding and HR Workflows

  15. Leave Requests and Auto-Approvals

  16. Timesheet and Payroll Automation

  17. VAT Calculation and Fiscal Reporting Automation

  18. Chorus Pro: Seamless e-Invoicing for France

  19. Backup Scheduling and Data Sync Routines

  20. Advanced Scheduling with CRON and Event Hooks

  21. Smart Dashboards and Automated KPI Reports

  22. Customer Feedback and Survey Collection

  23. Contract Renewals and Compliance Reminders

  24. Ticketing and Client Support Automation

  25. Conclusion: Free Up Time, Reduce Errors, Scale Faster

1. Introduction

In business, time is money. And manual processes? They’re the silent killer of both. That’s why automation has become a must-have—not a luxury. For businesses using Dolibarr ERP/CRM, our Dolibarr Pro modules provide a powerful automation layer that transforms the way your team works.

This article details everything you can automate with our Dolibarr Pro suite—from invoicing and HR to compliance and support. Whether you're managing a five-person team or scaling to fifty, these tools save time, reduce errors, and unlock new levels of productivity.

2. Why Automation is a Game-Changer in ERP

Manual ERP tasks:

  • Drain time and attention

  • Create inconsistencies

  • Increase the risk of oversight

Automation does the opposite:

  • Ensures consistency

  • Reduces operational load

  • Increases visibility

And when integrated into a platform like Dolibarr, it becomes a powerful driver of growth.

3. What Are Dolibarr Pro Modules?

Dolibarr Pro modules are premium add-ons designed to go beyond standard functionality. Built by experts and based on real client needs, these modules:

  • Add automation to manual workflows

  • Improve data handling and reporting

  • Save hours of manual processing

They are especially suited for companies that want Dolibarr to actively drive operations, not just track them.

4. The Difference Between Standard and Pro Modules

While standard modules handle basics like invoices or projects, Pro modules:

  • Add logic: trigger actions based on rules

  • Extend integrations (e.g., Stripe, WooCommerce, API layers)

  • Introduce automation chains: e.g., “Quote approved” ➝ “Invoice sent” ➝ “Follow-up scheduled”

They create smart ERP environments tailored to business dynamics.

5. Core Automation Benefits for Growing Businesses

With Dolibarr Pro automation, you can:

  • Save 5–20 hours per week in repetitive tasks

  • Improve accuracy of customer and supplier data

  • Boost response time for service or sales inquiries

  • Avoid missed deadlines and compliance lapses

It’s about doing more with the same team—and doing it better.

6. Automating Lead Capture and CRM Workflows

Our Pro CRM Automation module can:

  • Create a lead from web form input

  • Assign it to a sales rep based on region or service type

  • Schedule follow-up tasks automatically

  • Change status based on client replies

No more data entry or cold lead losses.

7. Email Notifications, Reminders, and Follow-ups

Configure Pro modules to:

  • Notify clients of quote validation

  • Alert your team when a payment is overdue

  • Auto-send reminders for pending tasks or meetings

  • Send templated emails on lifecycle events

Templates include placeholders for dynamic client or document data.

8. Automatic Document Generation (Quotes, Invoices, Contracts)

Generate and email PDFs automatically:

  • When a quote is validated

  • When a payment is received

  • When a project starts or ends

These actions reduce lag and improve client satisfaction.

9. Recurring Invoicing and Subscription Management

Ideal for SaaS or service businesses:

  • Set invoice schedules (weekly, monthly, annually)

  • Auto-generate invoices on schedule

  • Auto-send reminders if payment is missed

Also integrates with Stripe or PayPal for automatic billing.

10. Stock Level Monitoring and Reordering Alerts

Set minimum stock thresholds:

  • Trigger alerts when stock is low

  • Auto-create restock orders

  • Send summary reports to warehouse managers

You avoid stockouts and overordering—automatically.

11. Workflow Automation for Purchase Orders

Trigger internal approvals or PO generation:

  • Based on client order volume

  • When certain products are ordered

  • When supplier delivery dates are missed

You stay ahead of supply chain delays without lifting a finger.

12. Automating Supplier Communication

Set the system to:

  • Notify suppliers upon PO approval

  • Send reminder emails if delivery isn’t confirmed

  • Auto-confirm reception and update stock levels

Reduces back-and-forth and improves transparency.

13. Project Milestone Triggers and Task Scheduling

When a project is created:

  • Auto-schedule default task templates

  • Assign teams based on project type

  • Notify stakeholders of milestones

You improve consistency across all projects.

14. Employee Onboarding and HR Workflows

Use HR Pro to:

  • Auto-generate employment documents

  • Schedule onboarding tasks

  • Assign mentors or managers

  • Notify payroll of new entries

Onboarding becomes repeatable and error-free.

15. Leave Requests and Auto-Approvals

Define rules like:

  • Auto-approve leave under 2 days if no conflict

  • Notify HR if overlapping with key project dates

  • Sync calendars and update availability

Save admin time and boost employee satisfaction.

16. Timesheet and Payroll Automation

Track time via:

  • Project-linked entries

  • Mobile interface logging

  • Weekly summaries sent to HR

Automatically generate:

  • Monthly payroll slips

  • Billing for time-based contracts

17. VAT Calculation and Fiscal Reporting Automation

Auto-calculate:

  • VAT per invoice

  • VAT per product category or service

  • Quarterly declarations

Pro fiscal modules include XML export formats for submission.

18. Chorus Pro: Seamless e-Invoicing for France

Our Chorus Pro module:

  • Converts invoice to valid UBL format

  • Submits to the Chorus Pro platform

  • Tracks delivery, acceptance, or rejections

Compliance and automation in one.

19. Backup Scheduling and Data Sync Routines

Schedule backups:

  • Daily database exports

  • Document archive syncing to remote storage

  • Email or log alerts on success/failure

Critical for disaster recovery planning.

20. Advanced Scheduling with CRON and Event Hooks

Automate:

  • Database cleanup

  • Status changes based on inactivity

  • Lead reassignment if untouched for 5 days

CRON + event-based logic = ERP on autopilot.

21. Smart Dashboards and Automated KPI Reports

Generate:

  • Weekly dashboards for managers

  • Monthly sales reports by rep or region

  • Visual trend graphs auto-sent to email

No more manual report-building.

22. Customer Feedback and Survey Collection

Trigger post-sale actions:

  • Email satisfaction surveys

  • Reminder emails if no feedback

  • Tag clients based on rating response

Turn feedback into structured data.

23. Contract Renewals and Compliance Reminders

Track:

  • Contract expiration dates

  • Service renewals

  • Document compliance deadlines

Notify clients and managers before anything is overdue.

24. Ticketing and Client Support Automation

With the support module:

  • Assign tickets automatically

  • Send FAQ links before creating a case

  • Escalate based on severity or delay

This improves support efficiency dramatically.

25. Conclusion: Free Up Time, Reduce Errors, Scale Faster

Automation isn’t a bonus—it’s essential. With our Dolibarr Pro modules, you can eliminate repetitive work, boost responsiveness, and scale without hiring extra staff. Whether you're running a small team or building a multi-site business, automation unlocks your next level of performance.

Let Dolibarr do the heavy lifting. Focus on what you do best: growing your business.