Proposal Approval by Email — Dolibarr module

Above a threshold, a proposal is sent for approval by email — and the answer comes back into Dolibarr.

What it does

When a commercial proposal reaches an amount you consider sensitive, it should not leave without a second pair of eyes. The module emails an approval request to the people you designate, with a direct link to the proposal. The approver decides, adds a note, and the decision is recorded.

Configuration

  • the amount threshold above which approval becomes required;
  • the approvers, chosen by user or by group, with per-user thresholds when a manager may approve less than a director;
  • the email templates for the approver and for the requester, so the wording stays yours;
  • a switch to enable or disable the trigger.

Traceability

The request and its answer are written as native agenda events attached to the proposal. Long after the emails have been archived, the decision is still readable where it belongs.

Requirements

  • Dolibarr 20.0 or later, PHP 7.4 or later
  • The native Proposals and Agenda modules
  • Outgoing email configured and working in Dolibarr — the module sends through it

Install it

In Dolibarr, go to Home → Setup → Modules/Applications → Deploy/install external module and upload the zip you downloaded from your account. Then enable Proposal Approval by Email in the module list — it appears in the Pichisoft (Pichinov) family.

If your host has locked that screen (an install.lock file, or production mode), unzip the archive into htdocs/custom/ over FTP instead. The folder must be named approbationproposition.

Activate your licence

Open the module configuration, then the Licence tab, paste the key you received by email and click Activate. That is all: the domain and the installation are recorded at that moment.

The module works fully without a key. What a licence brings is the signed updates and the support. When the subscription ends, the module keeps working exactly as before — only new versions stop being delivered.

Update it

The Licence tab tells you when a new version is available and installs it in one click, after backing up the current one. The decision is always yours: nothing is ever installed automatically.

Get help

The About tab has a Contact support button. It opens a form that carries the technical context of your installation — versions, environment, licence state, and no business data. You can read exactly what is sent before sending it.