Customize proposal questions

Using my Dolibarr
1

Hi, I’m trying Dolibarr CRM Demo. I have a few questions:

  1. When a load a new proposal, the system automatically asigns a Ref. to the proposal (something like PR1604-0333). I would like this number customized to match our company’s quotations code (C-3600, for example). Is this possible? How can it be done?

  2. A quotation usually has different stages (budget quotation, firm quotation, negotiation, closing) or something to that effect. I couldn’t find this in any of the proposal fields available.

  3. a quotation may have several revisions (C-3660 rev.0 , C-3660 rev.1…). Is Dolibarr prepared to have several revisions of each quotation, keeping the historical records instead of creating a new one o deleting the previous revision?

2

Dolibarr doesn’t keep revisions - BUT you can “clone” it. Then it does get a new number.

3

hello, for the third point, i have made a module named customref that allows to add a suffix on ref when cloning :
https://www.dolistore.com/en/modules/546-Custom-Reference.html

4

For question 3, Dolibarr still doesn’t handle this natively in 2026, but there’s now a proper module for it.

DocRevision adds a Create Revision action to proposals, invoices, sales orders, and purchase orders. Each revision keeps the same base reference with a configurable suffix, so C-3660, C-3660-R1, C-3660-R2 exactly as you described. The previous version is automatically marked Superseded and excluded from financial totals while staying fully accessible for audit. A Revision History tab on the document shows the full chain in one place.