My client is selling publicity in magazine, they want to customize their CRM.
I'm looking for someone to customize Perfex CRM :
- lead view: use the same interface as "client view"
- Invoicing system: invoice is created in "draft" after estimate signature / invoice date is when receive the first payment from the client
- partial payment %: field in estimate creation for establish the amount of first payment (automatic calculation for payment with stripe / automatic calculation for the last payment 30 days later)
- add fields in "item" creation + database : magazine logo + format of publishing (web, 1/3, 1/2, etc.)
- add fields in "estimate" creation: date of publishing (ex: 01/12/2021)
- change the design of "estimate" in web & pdf (some informations are coming from our custom fields)
- change the design of "invoice" in web & pdf (some informations are coming from our custom fields)
We already have a 'custom version' with the integration of UNIVERSIGN (for digital signature)