Part one: We need our vTiger 5.2 customer portal to include a accept quote function under the Quotes tab, the customer needs to have accepted the quotes terms and conditions before the quote status is changed to "Quote Accepted".
Part two: When the quote is accepted by our customer a service contract needs to be generated with the accepted products and/or services, start and end dates and recurring invoices.
Part three: The "Service Contract" module within vTiger CRM needs to include ordered products and/or services, it may be a matter of combining the "Sales Order" and the Service contract" modules to give us the desired contract functions
Part four: The vTiger CRM invoice module needs to email due invoices directly to our customers using custom email templates on the contract selected time interval (per week/ per month)
We may add other functions as the project develops
4 freelance ont fait une offre moyenne de 411 £ pour ce travail
I am having 4yrs experience in vtiger customization.I can deliver your requirement without fail. Please give me a chance to work on it if it works for you.