Quote / Proposals module (Overview and list)

The HtkDoli Proposals (Quotes) module allows you to consult, search, and manage your commercial proposals (quotes) in a way optimized for mobile use. This module interacts directly with the business operation of Dolibarr, by managing classic statuses (draft, validated/open, signed, refused).

Interface and Features (List)

The main view displays a list of all your commercial proposals, ordered chronologically or according to your criteria, with a clear display of statuses and amounts.

Consultation and Research

• Search bar: Allows you to quickly search for a quote by its reference.
• Sorting: Quotes can be sorted by Date (newest, oldest), by Amount (highest, lowest) or by Reference (A-Z, Z-A). When scrolling, a floating indication (letter or date) appears to help you find your way.
• Filters: An icon at the top of the screen allows you to apply Dolibarr business status filters:
  • All: Displays all proposals
  • Draft: Quotes currently being prepared, not yet validated.
  • Open: Quotes validated and sent, awaiting response from the customer.
  • Signed: Quotes accepted by the customer.
  • Refused: Quotes refused.

Information displayed (Quote Cards)

Each line representing a quote displays:

• The quote reference (ex: PR2404-0001).
• The name of the associated customer.
• The amount excluding tax and including tax.
• The date of the proposal.
• The visual status of the quote via colored badges reflecting the Dolibarr workflow.

Quick actions (Context menu and swipes)

By long-pressing or swiping on a quote from the list, you can access certain quick actions:

• PDF preview (Coming soon): View the generated document.
• Creation / Business actions: The possibility of generating a PDF, validating, or transforming a quote will be integrated into future updates and accessible directly from the list.

Detail view (Consultation of a quote)

Touching a quote in the list takes you to the detailed view (ProposalDetailView), which shows the complete information of the business proposal.

General Information

The detail view brings together all the essential data:

• Reference, amounts, date, and payment conditions.
• Direct access to the customer file (Third Party) and the contacts associated with this quote.
• The product/service lines of the quote with their quantities, unit price, discounts, and totals per line.

Actions on the quote

Depending on the current status of the quote and your Dolibarr permissions, you have access to several actions at the bottom of the screen or via a menu:

• Validate / Close: Move a quote from draft to open status.
• Sign / Refuse: Save the customer’s response (refused quotes sometimes require a reason for refusal depending on the Dolibarr configuration).
• Generate PDF / Send by Email: Generate the official document and send it to the client.
• Create an Order or an Invoice: Transform the validated proposal into an order or invoice directly (requires activation of the corresponding modules in Dolibarr).
• Clone / Delete: Duplicate an existing quote or delete a draft quote.

Dolibarr business note: Most transformation actions (validate, refuse, invoice) require specific rights (permissions) for the user in the configuration of your Dolibarr instance. If an action fails, check your permissions.