Proposal Approval by Email

49,00 € excl. VAT then 24,50 € / year

Have a proposal approved without chasing anyone. Above the amount you set, the proposal is sent for approval by email. The approver opens it, decides, adds a note — and the answer comes back into Dolibarr.

  • Amount threshold that triggers the request
  • Approvers by user or group
  • Email templates for the approver and the requester
SKU: approbationproposition Category: Tag:

What it does

When a commercial proposal reaches the amount you consider sensitive, it must not leave without a second pair of eyes. The module sends an approval request by email to the people you designate, with a direct link to the proposal, and records their answer along with a note.

Configuration

  • Amount threshold above which approval becomes required;
  • list of approvers, by user or by group, with per-user thresholds;
  • email template for the approver and for the requester, so the wording is yours;
  • a switch to enable or disable the trigger.

Traceability

The approval request and its answer are logged as native Dolibarr agenda events, so the decision stays attached to the proposal — readable long after the email has been archived.

Requirements

  • Dolibarr 20.0 or later, PHP 7.4+
  • The native Proposals and Agenda modules
  • Outgoing email configured in Dolibarr

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