Hi everyone,
I have a CRM that uses an E-Signature on a proposal. I want to make a module that will do the same thing has the proposal workflow but to be called separately signature.
The current workflow is like this:
1) We need to create a proposal. We select a client to write down our product and our price.
2) Once save the system send an email to the client saying that he received a proposal from us.
3) The client log into is a dashboard and go to the proposal.
4) He needs to click on accepted
5) Then a pop up (Modal) appears asking him to sign into a box
6) Once save we receive a notification that the client has accepted the proposal and we could see is signature on the proposal.
We need to create the same thing but for a new menu call signature.
To get that job you need to know Codeignitor. It's a plus if you know the CRM perfex.
Ping me I'm there to show you a video of the current workflow.
Thanks,
Alain
Hi, I had worked in a perfex CRM project recently, I added, edit and delete multiple modules, delete and connect it with SOAP API also and many other stuff. And also added the e-signature and emailing.
I'll gladly help you with your tasks
Hi i am utkarsh
i will give you in just 5 hours with your social media accounts link and give you 5 desgins ..so you can select desgin easily as your need..