Business Forms for DoliProspect

Description

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.

Main Features

• Business Deal Form : Intuitive interface to create deals from WordPress
• Secure API Integration : Secure communication with your Dolibarr instance
• Automatic Creation : Automatic generation of third parties and contacts in Dolibarr
• Email Notifications : Automatic alerts for new deals
• Administration Interface : Complete configuration panel
• Logging System : Tracking and history of submissions
• Responsive Design : Interface adapted to all screens
• Multilingual : Support for French, English, Spanish, Italian, German

Available Shortcodes

• [business_forms_doliprospect_deal_form] : Displays the business deal creation form

Customization

The plugin uses customizable CSS classes and allows the creation of custom templates in your theme.

Official Ownership

This plugin is the official WordPress integration for DoliProspect, developed and maintained by Aplose, the official publisher of DoliProspect.

Official Trademarks:
– DoliProspect – Official trademark owned by Aplose
– Ma Gestion Cloud – Official trademark owned by Aplose (INPI Registration FR5053373)
– Aplose – Official trademark owned by Olivier ANDRADE SANCHEZ (INPI Registration FR4741208)

Company Information:
– Company: Aplose (100% owned by Olivier ANDRADE SANCHEZ)
– Legal Information: Pappers Company Profile
– Website: https://www.ma-gestion-cloud.fr

Configuration

Dolibarr URL

Enter the complete URL of your Dolibarr instance with DoliProspect installed.
Example: https://your-instance.ma-gestion-cloud.fr

API Key

1. Log in to your Dolibarr instance
2. Go to Administration > Tools > API
3. Generate a new API key
4. Copy the key to WordPress settings

Default Status

Choose the default status for new deals created via WordPress.

Usage

Basic Shortcode

`

[business_forms_doliprospect_deal_form]
`

Shortcode with Options

`

[business_forms_doliprospect_deal_form title=”Quote Request” show_title=”true” button_text=”Send” redirect_url=”https://example.com/thank-you”]
`

Available Parameters

• title : Form title (default: empty)
• show_title : Show/hide title (true/false, default: false)
• button_text : Submit button text
• redirect_url : Redirect URL after submission

Form Fields

Required Fields

• Project name
• Contact first name
• Contact last name
• Contact email

Optional Fields

• Estimated amount
• Description
• Company name
• Company email
• Company phone
• Contact phone

Note: If company information is not provided, the system will automatically use the contact information to create the third party in Dolibarr.

Troubleshooting

API Connection Error

• Check the Dolibarr URL
• Check the API key
• Test the connection from settings

Form Not Displaying

• Check that the shortcode is correct
• Check theme permissions
• Check WordPress error logs

Submission Error

• Check logs in WpDoliProspect > Submissions
• Check Dolibarr API configuration
• Contact support if necessary

Support

Technical Support

Contact our technical team for any assistance.

Need a Dolibarr Instance?

Create your account on Ma Gestion Cloud and get your Dolibarr instance with DoliProspect pre-installed.