Proposal Tracker

The Proposal Tracker module for Dolibarr ERP & CRM enables advanced management of commercial proposals by providing smart version control. It automatically archives each proposal, allows easy comparison of previous versions, and lets you restore older versions when needed. This module ensures complete oversight of proposal history while reducing errors and speeding up the sales process.

Key Features

• Automatic proposal archiving: Each validation automatically saves a copy for full historical tracking.
  

• Complete versioning: Create and manage multiple versions of the same proposal to track changes.
  

• Version comparison: Easily see the differences between versions and track adjustments.
  

• Easy restoration: Quickly restore a previous version to correct or reuse information.
  

• Hidden version field: Keep precise track of the current version of each proposal.
  

• Intuitive interface: Access old proposals and restoration options directly within Dolibarr.
  

Use Cases

✔ Efficiently manage updates and changes to commercial proposals
✔ Compare versions to verify price or condition changes
✔ Restore previous proposals to save time
✔ Ensure complete traceability of every offer to clients
✔ Facilitate collaboration within sales teams

Security and Control

• Restricted access for authorized users only
  

• Full history of all versions and modifications
  

• No impact on original data during restoration
  

• Seamless integration with existing Dolibarr modules
  

With Proposal Tracker, improve reliability and efficiency in proposal tracking, reduce errors, and optimize offer management in Dolibarr.

Demonstration:

Proposal Tracker

Login: demo

Password: demo