內容簡介
總結：
Business Forms for DoliProspect 是一個 WordPress 外掛，可讓你輕鬆將 Dolibarr 實例與安裝的 DoliProspect 整合。直接從 WordPress 網站創建業務交易表單並自動與 Dolibarr CRM 同步數據。
問題與答案：
1. Business Forms for DoliProspect 是什麼？它的主要功能是什麼？
- Business Forms for DoliProspect 是一個 WordPress 外掛，主要功能是將 Dolibarr 實例與安裝的 DoliProspect 整合在一起，讓你可以直接從 WordPress 網站創建業務交易表單並自動同步數據至 Dolibarr CRM。
2. 這個外掛提供了哪些主要功能？
- 商業交易表單：從 WordPress 創建交易的直觀界面
- 安全的 API 整合：與 Dolibarr 實例安全通信
- 自動創建：在 Dolibarr 中自動生成第三方和聯繫人
- 電子郵件通知：對新交易的自動警報
- 管理界面：完整的配置面板
- 日誌系統：追踪和提交歷史
- 響應式設計：適應所有屏幕的界面
- 多語言：支持法語、英語、西班牙語、意大利語、德語
3. 如何自定義這個外掛？
- 這個外掛使用可自定義的 CSS 類別，並允許在你的主題中創建自定義模板。
4. 這個外掛的所有權是誰？
- 這個外掛是 DoliProspect 的官方 WordPress 整合，由 DoliProspect 的官方發行商 Aplose 開發和維護。
5. 如何進行設置？
- 需要輸入完整的 Dolibarr 實例 URL 和 API 金鑰，並且可以選擇新交易的默認狀態。
6. 如何解決問題？
- 對於 API 連接問題，需檢查 Dolibarr URL 和 API 金鑰，並從設置測試連接。
- 如果表單未顯示，需要檢查短碼是否正確，主題權限以及 WordPress 錯誤日誌。
- 對於提交錯誤，需要檢查 WpDoliProspect > Submissions 的日誌，檢查 Dolibarr API 配置，必要時聯繫支援。
7. 如果需要技術支援或 Dolibarr 實例，應該如何處理？
- 可以聯繫技術團隊尋求協助，並在 Ma Gestion Cloud 上創建帳戶並獲得預安裝了 DoliProspect 的 Dolibarr 實例。
外掛標籤
開發者團隊
② 後台搜尋「Business Forms for DoliProspect」→ 直接安裝（推薦）
原文外掛簡介
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
Log in to your Dolibarr instance
Go to Administration > Tools > API
Generate a new API key
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.
