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PRODON WEB: Available and Upcoming Features

🔹 Presentation

This document presents the features of Prodon Web, grouped into two categories:

✅ Available Features
🕒 Upcoming Features


Available Features

(If a feature is not available, please refer to the documentation for the classic version of Prodon: Classic Prodon Documentation.)

The following features are currently active in Prodon Web:

Feature

Description

⚙️ Electronic Receipt Automation It is now possible to enable the generation of electronic receipts.
🗂️ Consultation Grids: Forms, Commitments, Participants, Lots It is now possible to view only the grids for forms, commitments, participants, and lots.
🔔 Notification Center A notification center is now available.
Add/Modify a Transaction You can add a transaction through a client record or a form*
*(without participant, without electronic transaction, without DIM)
🤖 AI – Client File Summary An AI‑generated summary is automatically created when opening a client record.
🔐 2FA Access Security Two-factor authentication is now mandatory for all users.
📥 Simplified Form Importing Fast integration of online forms.
🔄 Automated Monthly Donations Automatic generation of recurring donations.
👥 Client Management Includes relationships, transactions, characteristics, and commitments.
📜 Transaction History View, search, and filter transactions.
🔗 Launching Forms from a Client File Pre-fill a web form with existing client data to enter a transaction or a commitment.
🔁 Deposit Loop Optimized deposit process.
📋 Client-Related Tasks Track required follow-up actions.
📊 Dashboards Visualize key data.

🕒 Upcoming Features

The following features are under development or planned for a future release:

  • 🧾 Production of receipts (paper and electronic)
  • 🧠 Form design assistant
  • ⚙️ Automation of paper receipts
  • 🧑‍🏫 Form creation assistant
  • 🤝 Commitments – Add and modify
  • 📣 Publicourriel (including integration with the new version of Courrielleur)
  • 📨 Mail merge
  • 🔧 Automated processes
  • 🧩 Web form configuration – Final phase
  • 🏗️ Management of opportunities and activities
  • 💳 Electronic transactions
  • 🧠 Recognition module
  • 📑 Custom lists
  • 📥 Importing clients and transactions
  • 🏦 Bank rejection management
  • 🧹 Duplicate merging
  • 🧼 Data cleanup: purging, anonymization
  • 📑 Custom report
  • 🧾 Full receipt management (configuration + paper)

📌 This list is updated regularly to reflect the evolution of Prodon Web features. For any questions, feel free to contact our team or consult the release notes.