Olivier

<p>Business Forms for DoliProspect is a WordPress plugin that allows you to easily integrate your Dolibarr instance with DoliProspect installed. Create business deal forms directly from your WordPress website and automatically synchronize data with your Dolibarr CRM.</p>
<h3>Main Features</h3>
<ul>
<li><strong>Business Deal Form</strong> : Intuitive interface to create deals from WordPress</li>
<li><strong>Secure API Integration</strong> : Secure communication with your Dolibarr instance</li>
<li><strong>Automatic Creation</strong> : Automatic generation of third parties and contacts in Dolibarr</li>
<li><strong>Email Notifications</strong> : Automatic alerts for new deals</li>
<li><strong>Administration Interface</strong> : Complete configuration panel</li>
<li><strong>Logging System</strong> : Tracking and history of submissions</li>
<li><strong>Responsive Design</strong> : Interface adapted to all screens</li>
<li><strong>Multilingual</strong> : Support for French, English, Spanish, Italian, German</li>
</ul>
<h3>Available Shortcodes</h3>
<ul>
<li><code>[business_forms_doliprospect_deal_form]</code> : Displays the business deal creation form</li>
</ul>
<h3>Customization</h3>
<p>The plugin uses customizable CSS classes and allows the creation of custom templates in your theme.</p>
<h3>Official Ownership</h3>
<p>This plugin is the <strong>official WordPress integration</strong> for DoliProspect, developed and maintained by <strong>Aplose</strong>, the official publisher of DoliProspect.</p>
<p><strong>Official Trademarks:</strong><br />
– <strong>DoliProspect</strong> – Official trademark owned by Aplose<br />
– <strong>Ma Gestion Cloud</strong> – Official trademark owned by Aplose (<a href="https://data.inpi.fr/marques/FR5053373" rel="nofollow ugc">INPI Registration FR5053373</a>)<br />
– <strong>Aplose</strong> – Official trademark owned by Olivier ANDRADE SANCHEZ (<a href="https://data.inpi.fr/marques/FR4741208" rel="nofollow ugc">INPI Registration FR4741208</a>)</p>
<p><strong>Company Information:</strong><br />
– <strong>Company:</strong> Aplose (100% owned by Olivier ANDRADE SANCHEZ)<br />
– <strong>Legal Information:</strong> <a href="https://www.pappers.fr/entreprise/aplose-534906698" rel="nofollow ugc">Pappers Company Profile</a><br />
– <strong>Website:</strong> https://www.ma-gestion-cloud.fr</p>
<h3>Configuration</h3>
<h3>Dolibarr URL</h3>
<p>Enter the complete URL of your Dolibarr instance with DoliProspect installed.<br />
Example: <code>https://your-instance.ma-gestion-cloud.fr</code></p>
<h3>API Key</h3>
<ol>
<li>Log in to your Dolibarr instance</li>
<li>Go to Administration > Tools > API</li>
<li>Generate a new API key</li>
<li>Copy the key to WordPress settings</li>
</ol>
<h3>Default Status</h3>
<p>Choose the default status for new deals created via WordPress.</p>
<h3>Usage</h3>
<h3>Basic Shortcode</h3>
<pre><code>`
</code></pre>
<p>[business_forms_doliprospect_deal_form]<br />
    `</p>
<h3>Shortcode with Options</h3>
<pre><code>`
</code></pre>
<p>[business_forms_doliprospect_deal_form title=”Quote Request” show_title=”true” button_text=”Send” redirect_url=”https://example.com/thank-you”]<br />
    `</p>
<h3>Available Parameters</h3>
<ul>
<li><code>title</code> : Form title (default: empty)</li>
<li><code>show_title</code> : Show/hide title (true/false, default: false)</li>
<li><code>button_text</code> : Submit button text</li>
<li><code>redirect_url</code> : Redirect URL after submission</li>
</ul>
<h3>Form Fields</h3>
<h4>Required Fields</h4>
<ul>
<li>Project name</li>
<li>Contact first name</li>
<li>Contact last name</li>
<li>Contact email</li>
</ul>
<h4>Optional Fields</h4>
<ul>
<li>Estimated amount</li>
<li>Description</li>
<li>Company name</li>
<li>Company email</li>
<li>Company phone</li>
<li>Contact phone</li>
</ul>
<p><strong>Note:</strong> If company information is not provided, the system will automatically use the contact information to create the third party in Dolibarr.</p>
<h3>Troubleshooting</h3>
<h3>API Connection Error</h3>
<ul>
<li>Check the Dolibarr URL</li>
<li>Check the API key</li>
<li>Test the connection from settings</li>
</ul>
<h3>Form Not Displaying</h3>
<ul>
<li>Check that the shortcode is correct</li>
<li>Check theme permissions</li>
<li>Check WordPress error logs</li>
</ul>
<h3>Submission Error</h3>
<ul>
<li>Check logs in WpDoliProspect > Submissions</li>
<li>Check Dolibarr API configuration</li>
<li>Contact support if necessary</li>
</ul>
<h3>Support</h3>
<h3>Technical Support</h3>
<p>Contact our technical team for any assistance.</p>
<h3>Need a Dolibarr Instance?</h3>
<p>Create your account on Ma Gestion Cloud and get your Dolibarr instance with DoliProspect pre-installed.</p>


Business Forms for DoliProspect

Easily integrate DoliProspect with WordPress to create business deal forms directly from your website.

aytechnet

<p><a href="https://dyapress.com/" rel="nofollow ugc">DyaPress ERP/CRM</a> is the open-source port of the existing CRM/ERP software <a href="https://www.dolibarr.org/" rel="nofollow ugc">Dolibarr(tm)</a> as a plugin to WordPress .</p>
<p>This plugin is mainly only visible in the admin area of WordPress. Its main advantage are easier installation and upgrade.</p>
<p>However please note starting with version 15, almost all the plugin files are now in a unique separate archive which is downloaded on upgrade/installation. This archive is around 70Mb and count once extracted for around 230Mb. So <strong>you need at least 300Mb of free space</strong> to use the plugin on your hosting.</p>
<p>Even if translation are not yet visible using WordPress gettext system, Dolibarr is translated to 82 languages other than English which are available to DyaPress as well. Automatic translation according to your language in WordPress is available, unless you force another language from configuration.</p>
<p>As of Dolibarr software, DyaPress plugin allow you to enable the feature you want by activating the corresponding included module you need. furthermore you can setup your own company profile as well as how VAT is handled on your part.</p>
<h3>Internal Modules and Features</h3>
<p><strong>Human Resources Management (HR)</strong></p>
<ul>
<li><strong>Users and Groups</strong> : DyaPress allow you to add users and groups and to defines detailed permissions for each features and global modules as well. Note that user or group permissions are handled by Dolibarr original code and not WordPress capabilities. An user must be created in DyaPress/Dolibarr database in order to have access to DyaPress.</li>
<li><strong>Members</strong> : Management of foundation members</li>
<li><strong>Expense reports</strong> : Management and claim expense reports : each user can report various expense like transportation, meal, …</li>
</ul>
<p><strong>Customer Relations Management (CRM)</strong></p>
<ul>
<li><strong>Third parties</strong> : Management of prospects or customers and associated contacts</li>
<li><strong>Proposals</strong> : Management of commercial proposals</li>
<li><strong>Customer orders</strong> : Management of customer orders including automatic numerotation and order statuses</li>
<li><strong>Shipments</strong> : Management of shipments and delivery</li>
<li><strong>Contracts and Subscriptions</strong> : Management of contracts like services or recurring subscriptions</li>
<li><strong>Interventions</strong> : Management of interventions</li>
</ul>
<p><strong>Vendor Relation Management</strong></p>
<ul>
<li><strong>Suppliers</strong> : Management of suppliers and purchase orders and billing</li>
<li><strong>Vendor commercial proposal</strong> : Request vendor commercial proposal and prices</li>
<li><strong>Incoterm</strong> : Add features to manage Incoterm</li>
</ul>
<p><strong>Financial Modules (Accouting and Treasury)</strong></p>
<ul>
<li><strong>Invoices</strong> : Management of Invoice and credit note for customers or suppliers</li>
<li><strong>Taxes and special expenses</strong> : Management of other expenses like sales taxes, social or fiscal taxes, dividends, …</li>
<li><strong>Payment of employee wages</strong> : Record and follow payment of your employee wages</li>
<li><strong>Loan</strong> : Management of loans</li>
<li><strong>Donations</strong> : Management of donation</li>
<li><strong>Banks and cash</strong> : Management of bank or cash accounts</li>
<li><strong>Direct bank payment orders</strong> : Management of Direct Debit payment orders, including generation of SEPA file for European countries</li>
<li><strong>Margins</strong> : Management of margins</li>
<li><strong>Accouting</strong> : Simple accounting reports (journals, turnover) based on database content without using any ledger table</li>
<li><strong>Advanced Accouting</strong> : Accounting management (double entries, support general and auxiliary ledgers) and export of ledger in several other accouting software format</li>
</ul>
<p><strong>Product Management (PM)</strong></p>
<ul>
<li><strong>Products</strong> : Product management</li>
<li><strong>Services</strong> : Service management</li>
<li><strong>Stocks</strong> : Stock management of products</li>
<li><strong>Products lots</strong> : Lot or serial number, eat-by and sell-by date management on products</li>
<li><strong>Product Variants</strong> : Management of products variants based on attributes like color, size, …</li>
</ul>
<p><strong>Projects and Collaborative work</strong></p>
<ul>
<li><strong>Projects/Opportunities/Leads</strong> : Management of projects, opportunities/leads and/or tasks</li>
<li><strong>Events/Agenda</strong> : Follow done and upcoming events, let application logs automatic events for tracking purposes or record manual events or rendez-vous</li>
<li><strong>Resources</strong> : Manage resources like printers, cars, room, … that can then be shared into events</li>
</ul>
<p><strong>Some others Modules</strong></p>
<ul>
<li><strong>DMS/ECM</strong> : Document Management System / Electronic Content Management. Automatic organization of your generated or stored documents</li>
<li><strong>Tags/Categories</strong> : Create tags/category on products, customers, vendors, contacts or members</li>
<li><strong>Multi currency</strong> : Management of several foreign currencies in prices and documents</li>
<li><strong>Barcodes</strong> : Management of barcode</li>
<li><strong>Workflow</strong> : Workflow management (automatic creation of object and/or automatic status change)</li>
<li><strong>Data imports</strong> : Tool to import data in Dolibarr (with assistants)</li>
<li><strong>Data exports</strong> : Tool to export Dolibarr data (with assistants)</li>
<li><strong>SOAP API</strong> : Enable the Dolibarr SOAP server providing API services</li>
<li><strong>REST API</strong> : Enable the Dolibarr REST server providing API services</li>
<li><strong>Unalterable Archives</strong> : Activate log of some business events into an unalterable log. Events are archived in real-time.</li>
</ul>
<h3>DyaPi Microservice</h3>
<p>DyaPi Microservices allows connecting already connected software to DyaPi together. The first existing softwares to be supported are DyaPress ERP/CRM, Dolibarr, PrestaShop and Shopify. You may found more documentation on <a href="https://dyapi.io/" rel="nofollow ugc">DyaPi</a> website.</p>
<p>DyaPi microservices are written in Golang for maximum performance and scalability. For example, displaying 1000 orders at once in WordPress backoffice takes less than a second typically to download.</p>
<h3>DyaPress e-Commerce</h3>
<p>The existing DyaPress e-Commerce plugin will be completely updated to a newer WordPress plugin compatible with DyaPi. This plugin will allow connexion to any software already connected to DyaPi and not only DyaPress or Dolibarr.</p>


DyaPress ERP/CRM

Open-source port of CRM/ERP software Dolibarr(tm) to WordPress

Business Forms for DoliProspect vs DyaPress ERP/CRM