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Améliorations

Quote and invoice editor: clean documents, without the retyping

The DoliPlus quote and invoice editor: fast line entry, reusable comments, text editor and document layout.

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Posted on 26 August 202626 August 2026 by Marie

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    user permissions business indicators employee expenses maintenance procurement public holidays invoice scanning shipping cost business introducer sales representative GDPR customer database accounts receivable multi-project stock management SMS customer support helpdesk remote training e-commerce integration request for quotation compliance equipment fleet accounts payable analytical accounting order processing CRM tax rates offline mode file sharing screen sharing case tracking SMS campaign spell checker sales forecasting time tracking video conferencing Bank statements Google Calendar sync survey customer notifications artificial intelligence shipping label software preventive maintenance Quotes prospects timesheets data protection dunning letters management accounting bank statement import iOS public sector supplier quote comparison profit and loss maintenance contract electronic documents team scheduling software quote HR management SEPA mandate TodoDoli document editing send SMS from your CRM Customer invoices webmail warehouses project management meeting summary automated payment reminders SEPA direct debit software smartphone synchronisation SIRET number email campaign supplier relationship expense reports delivery notes PrestaShop 9 connector automatic saving online contract signing cost accounting software customer invoice project planning software Stancer suppliers landed cost calculation accounting export document management software anonymisation voice dictation automated direct debit collection ISO 20022 customer relationship management software internal communication customer invoicing software file storage Document layout import costs service contract mobile app accounting AI meeting minutes SEPA direct debit electronic signature margin rate pricing mail dispatch Brevo contacts accounting software newsletter customer follow-up Treasury management customer satisfaction reporting real-time notifications staff payment tracking sales commission management employment contract online shop sync renewal DoliPlusMobi online payment email inventory management software bank reconciliation software unpaid invoices Doli AI team chat software mail digitization cash management management reporting electronic invoicing sales order management purchasing personal data contact management software paperless office Excel export stock tracking incoming mail management mobile forms recurring invoicing software supplier quote payroll CRM with integrated email google calendar customer exchanges invoice barcode scanning custom fields field data collection planning French registration number profitability sales proposal collaborative editing eIDAS compliance customer order stock availability public file hosting invoice automation instant messaging products leave requests delivery note technician scheduling cash flow calendar email marketing software for CRM Sales reminders field service management software payment reminders HR VAT custom home screen email signature image recurring invoices field service share files by link management dashboard ERP task management timesheet software business dashboard order fulfilment Android cost price anti-spam leave management software electronic signature software Kanban parcel tracking bookkeeping build custom reports prepaid training hours traceability field interventions INSEE support tickets address book pre-accounting software best sellers supplier invoices cash flow forecast carrier integration mobile ERP app quote follow-up Text editor email archiving weighted revenue financial reporting business reports quotation software sales pipeline management goods receipts subscription billing shipping Chronopost profit margin calculation retail checkout setup expense report software receipts customer support task reminders online office suite supplier invoice automation Microsoft 365 project time Sales orders sales opportunities appointments customer loyalty stock synchronisation eco-contribution subscription extranet review email management shipping management software Financial planning milestones sales freight and customs ready-made business reports cash register unit of measure after-sales service AI writing assistant deliveries landed cost credit note AI invoice reading dashboards document management OnlyOffice shipments text message mileage allowance gantt chart kpi dashboard software e-invoicing card payment lead tracking point of sale software scheduling chart of accounts absence management employee records software invoicing
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