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.

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

View PDF: View the generated document directly.
Edit: Swipe right (or use the menu) to open the editor.
Delete: Swipe left to delete a quote (only when it is in Draft status).
Convert to order / Duplicate: Available directly from the list (the conversion to an order is only offered when the quote is in the validated status).
Create a purchase order / Create an intervention: Both derivations are done from the quote's record, not from the list.

Detail view (Consultation of a quote)

Touching a quote in the list takes you to the detail screen, 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 the quote (Actions card, on a draft): Move a quote from draft to open status.
Sign / Refuse (Customer decision card, on an open quote): 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.

Email templates

When sending by email, the compose sheet offers a "Template" dropdown populated from the email templates configured in Dolibarr (Setup > Document templates > Email templates). Picking a template automatically pre-fills the subject and the body — handy for recurring quote send-outs or reminder messages. The "None (free input)" option remains available, and every field stays editable after a template is applied. If your Dolibarr instance has no templates, the dropdown is simply hidden.

Convert to Order, Convert to Invoice, Create a Contract (Next steps card, on an open quote, depending on your rights): Transform the proposal into an order, invoice or contract (requires activation of the corresponding modules in Dolibarr). The lines are carried over with their discount, unit and period, and the quote's header — payment terms, payment mode, project, notes, customer reference — is carried into the new document.
Create a Purchase Order (same card, depending on your rights): Order from a supplier what the quote plans to sell. The app asks which supplier — a quote is addressed to a customer, a purchase order goes to a supplier, so there is nothing to carry over there. The lines are sent at each item's buying price; those whose buying price is unknown are sent to be completed rather than at the customer's price. The discount granted to the customer is not carried over, and neither are the quote's payment terms: the supplier's own terms apply.
Create an Intervention (same card, depending on your rights): Each quote line becomes an intervention time entry — its description and duration are carried over, the amounts are not: an intervention carries no prices. A quantity expressed in hours or days is converted into a duration; without a time unit, it is read as hours. The screen says so before acting.
Reopen (Draft) (on a signed or refused quote): Put the quote back in draft.
Tools: Write an email, Send by mail (with the PDF), Clone / Duplicate.
••• menu of the top bar: Edit (draft or open), Delete (draft), Reopen (Draft); the document icon shows the PDF.

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.

Screenshots

2 screenshots — click to enlarge