vTiger customer portal 5.2 customization

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

CRM MySQL PHP vTiger

Nº du projet : #1063492

À propos du projet