Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Integrate electronic signature and Customer replay for quotation #13356

Closed
guide5232 opened this issue Aug 3, 2020 · 1 comment
Closed

Integrate electronic signature and Customer replay for quotation #13356

guide5232 opened this issue Aug 3, 2020 · 1 comment
Assignees
Labels
❔ question This is a question about the YetiForce system.
Milestone

Comments

@guide5232
Copy link

  1. Integrate electronic signature
    Can we integrate electronic signature in yetiforce CRM? if it is possible please tell us how can we do it in yetiforce CRM?.

  2. Accept/Reject quotation
    I want to get a replay from customer by using accept/Reject button after we are sending the quote to customer, how can achieve this functionality in Yetiforce CRM.

@guide5232 guide5232 changed the title integrate electronic signature and Customer replay for quotation Integrate electronic signature and Customer replay for quotation Aug 3, 2020
@z0lo13
Copy link

z0lo13 commented Aug 4, 2020

Hello Guide5232,

  1. Integrate existing Esign provider such as Doccusign or something else, create your own front end app, or expand customer portal functions.
  2. Yetiforce using RestApi, you need to send a request over the API to change the status of a quotation record, search RestApi on repo for examples.

Both requests will need a developer, it could be rather from Yeti team or any other developer who is familiar with PHP and JS

@bpabiszczak bpabiszczak self-assigned this Aug 27, 2020
@bpabiszczak bpabiszczak added the ❔ question This is a question about the YetiForce system. label Aug 27, 2020
@bpabiszczak bpabiszczak added this to the YetiForce 5.4 milestone Aug 27, 2020
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
❔ question This is a question about the YetiForce system.
Projects
YetiForceCRM
Awaiting triage
Development

No branches or pull requests

3 participants