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Terms and Conditions of Sale
Revenue Dashboard
Revenue dashboard in DoliPlus: compare actual sales with targets and forecast your activity for the next 12 months.
Sales targets entry
Enter sales targets in DoliPlus: set monthly goals for your sales team and track their progress.
Telephony – DoliPlus Vodia PABX
A Click-to-Call feature allows you to initiate a phone call with a simple click on a contact’s phone number in your Dolibarr CRM software.
Column to index quote and order lines
Indexing quote lines in DoliPlus: number each line according to the technical specifications to respond to tenders.
Dolibarr Document Generation Templates
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Supplier Orders in DoliPlus
Supplier orders in DoliPlus streamline your procurement: from quote to delivery and invoice, with stock tracking and manager approval.
Dolibarr Monthly Invoice Statement
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Summary of Dolibarr Substitution Variables
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Standard email messages in Dolibarr
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Dolibarr text and template libraries
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Navigation in DoliPlus
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Dolibarr + DoliPlus SEPA Mandate Management
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Merging Customers and Suppliers in Dolibarr and DoliPlus
Back to summary Merging duplicate records in Dolibarr helps maintain a clean and reliable customer database. Duplicates skew your statistics, scatter your sales history and complicate tracking. With DoliPlus, Dolibarr […]
Snom Phone (CTI) Integration
The Snom telephony integration links your phone to DoliPlus for one-click calling and automatic display of the correspondent’s record.
Select customers for a product or service
Customer selection by product in DoliPlus: target consumers of an item for your mailings and follow-ups.
The Dolibarr + DoliPlus User Record
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Subtotal function for quotes, orders and customer invoices
Subtotal on quotes in DoliPlus: group your lines and display a clear global price on your PDFs.
Dynamic Tables and Lists in Dolibarr
DoliPlus dynamic tables: real-time filters, customisable columns, PDF/CSV export and tailored lists to leverage your data.
Standardise contact roles with a dropdown list
Standardise contact roles in DoliPlus: a shared dropdown list for clean data and reliable targeting.
Stock Inventory
Stock inventory in DoliPlus: compare theoretical and actual stock, adjust discrepancies, and sync your store.
Paste an image in the text editor
Paste an image in the DoliPlus editor: add a screenshot with Ctrl + V, no attachment needed.
Three-column inbox: read your email, file every attachment
DoliPlus three-column inbox: folders, list and message side by side, with every attachment filed into the customer record in one move.
Document Library – Scan Folder – Scan and Transfer
Scan Folder in DoliPlus document library: retrieve your scanned documents from network or mobile scanners and file them.
Creating a case file from a web contact form submission
Web contact collection in DoliPlus: customer records and case files automatically created from a website form.
VAT Report by Customer or Supplier
VAT report by customer or supplier in DoliPlus: analyse VAT per client, with detailed breakdown by rate.
Customer payments received
Customer payments received in DoliPlus: track, sort and filter your income by month and year.
DoliPlus on iPad and zoom
DoliPlus on iPad: double-tap zoom disabled for smooth touch navigation on tablets and iPhones.
User photo
User photo in DoliPlus: add your portrait to personalise and identify your workspace.
Customer reference in order statistics
Customer reference in DoliPlus order statistics: find an order using your customer’s reference.
Security information
Automatic logout in DoliPlus: session closure after inactivity and tips for secure passwords.
Multilingual product catalogue: your records translated in one click
Multilingual product catalogue: AI translates labels, descriptions and notes in your records. Your quotes are then sent in each customer’s language.
Multilingual management software: each employee works in their own language
A French team, an English-speaking colleague, one single software: with DoliPlus, everyone chooses their display language without ever duplicating your data.
Mobile support request: report an issue and track its resolution
From DoliPlusMobi, submit a mobile support request: assigned client, contact, and technician, with real-time status and progress tracking.
Expense reports on mobile: snap the receipt, the line fills itself
Your teams snap the receipt: date, amount, VAT and merchant are auto-filled. Just review, even offline.
User access rights in DoliPlus: who sees what, who does what
User access rights in DoliPlus: set up by person or by group, default permissions and mass deployment with a single click.
Customise your ERP vocabulary: DoliPlus speaks your business language
Customise your ERP vocabulary in a few clicks: DoliPlus lets you rename every label to speak your business language.
Online invoice payment with DoliPlus: your customers pay in one click
Online invoice payment with DoliPlus: a link in the email, the customer pays by card, the payment is recorded automatically.
Import supplier rates: keep your catalogue up to date in minutes
Import supplier rates: upload the supplier file, the AI recognises your columns and DoliPlus shows you what will be added to your records.
DoliPlusMobi – Share files from your mobile using the phone’s ‘Share’ function
Discover how to share files from your mobile to MonCloud: your photos and documents are added to the DoliPlus document library in a single step.
Technical knowledge base: capitalise on your technicians’ know-how with DoliPlus
Create a technical knowledge base in DoliPlus: your technicians write their records and find them through smart search.
SMS Sending Software Integrated with OVH Account
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Advance invoice in DoliPlus
The advance invoice records the amount paid in advance, which is deducted from the final payment.
Mobile goods receipt — scan your supplier deliveries with DoliPlusMobi
Mobile goods receipt with DoliPlusMobi: barcode scanning, batches, best before and use by dates, partial receipt and cancellation.
Shared Online Calendar: Discover the New DoliPlus Scheduler
Explore DoliPlus’s shared online calendar: real-time team scheduling, automatic reminders, and AI-assisted appointment creation.
DoliPlus login page security is enhanced
DoliPlus login page security is enhanced: captcha puzzle after multiple failures and automatic blocking of repeated attempts.
Batch or serial numbers
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Edit your Word, Excel, PowerPoint documents in DoliPlus — OnlyOffice integration
Open and edit your Word, Excel, PowerPoint and PDF files directly in DoliPlus with OnlyOffice. Your documents stay on your server.
Artificial Intelligence in DoliPlus Webmail — AI Writing and Proofreading
Discover how to write and proofread your emails with AI integrated into DoliPlus webmail. Two features that activate automatically via the Artificial Intelligence module.
Multi-company management in DoliPlus: multiple businesses, one single software
Multi-company management in DoliPlus brings all your businesses together in one single software: separate entities, shared data and customised access.