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We need to develop a custom module for perfex crm that allows us to generate two documents: 1. Invoice 2. Packing List Main Features Needed: 1. Custom Fields & Calculations We should be able to add, edit, and manage our own custom fields. Some fields should be calculated automatically based on formulas (e.g., Total Variable = No. of Variables * Quantity * Variable). Default system fields should remain unchanged while allowing us to add our own. 2. Field Selection for Each Document We should be able to choose which fields appear in the final invoice and packing list separately. Some fields may appear in both, while others may be document-specific. 3. Document Layout & Display Options We should be able to select the document orientation (Landscape or Portrait) before generating the document. The system should support a maximum number of fields per document, ensuring readability and proper formatting. Additional Information We currently use an Excel sheet to generate invoices and packing lists. The module should replicate its functionality but in a more efficient and automated way. The module should allow easy customization and flexibility without affecting system defaults.
Project ID: 39224655
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Active 1 yr ago
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23 freelancers are bidding on average $172 USD for this job

Hi there I have extensive experience in developing custom modules for Perfex CRM and I am confident that I can create a module that meets your requirements for generating invoices and packing lists. I will ensure that the module allows for custom fields and calculations, with the ability to add formulas for automatic calculations. Additionally, I will make sure that you can choose which fields appear on each document separately, and that you can select the document orientation. My goal is to replicate the functionality of your current Excel sheet but in a more efficient and automated way, while still allowing for easy customization and flexibility. Please go through my profile its 15 years old see the work I did over the years. ---> No Win No Fee means that your satisfaction is my utmost priority. <---- Lets discuss the job details. Moreover, I am willing to start the job and perform tasks without even being hired; it is just to show my commitment to this project. Looking forward to hear from you. Regards Shah
$163 USD in 7 days
8.1
8.1

Hello, I’ll develop a custom invoice and packing list solution in PERFX, ensuring seamless automation, accurate data processing, and an intuitive user experience. The system will be optimized for efficiency and compliance with your business requirements. Questions: – What specific data fields and formats are required for invoices and packing lists? – Do you need integration with other systems such as inventory or accounting software? – Should the solution support multiple templates or customization options? I’m confident I can bring your vision to life. Let’s discuss the specific details in private to ensure everything meets your expectations. I am a TOP Rated Freelancer, and you can check my reviews here as well: https://www.freelancer.com/u/kamran2012. Looking forward to potentially working together on this project. Thanks and Best regards, Kamran.
$100 USD in 5 days
7.9
7.9

Hello I can start immediately. also i can develop a custom module for perfex crm as per your requirements and detaild you will provide. I am having 7 years of expreince fullstack developer. Lets Connect for further discussion Thank you Azad
$250 USD in 7 days
7.3
7.3

I'm not just another web developer, I'm your Opencart Guru! Cohen's needs can be perfectly solved with an experienced web developer familiar with OCMOD integrations. And that's where my skills come into play. My experience in integrating and customizing modules in OpenCart will definitely make this project a smooth sail. One of the strengths I bring to the table is a profound understanding of PHP which includes using JavaScript and MySQL to power high-functioning, user-friendly applications. Given this project needs, wherein creating dynamic documents like invoices and packing lists with calculations is central, my experience in these stack technologies makes me the ideal choice for Cohen. Moreover, having dealt with complex Excel-like data handling scenarios before, I can ensure a seamless transition from your Excel sheet system to the CRM's custom module implementation. Let me bring your code dreams to reality by developing an efficient yet flexible solution, providing you with the best customization options without hampering system defaults. Let's make PERFX Custom Invoice & Packing List Module an unparalleled reality!
$40 USD in 2 days
5.4
5.4

## I can develop a custom module for Perfex CRM that enables the generation of invoices and packing lists with customizable fields and automatic calculations. This module will allow you to select specific fields for each document, choose document orientation, and maintain the default system fields while enhancing efficiency and automation compared to your current Excel process.## I am available on desk as per your convenient time zone and will work on your website front-end and back-end module until you satisfied with my work. I believe in building a long-term relationship and it would be only possible if I delivered quality work. Please open a chat window so I can share some samples of my previous work to get more confidence in my work and hire me ongoing basis. I am awaiting your positive response. Thanks. regard, NIkita
$180 USD in 7 days
5.1
5.1

Hi there, I noticed you're looking to develop a custom invoice and packing list module for Perfex CRM. I’ve worked with Perfex CRM customizations before and can help tailor the module to meet your specific invoicing and packing list requirements seamlessly. - What specific custom fields or formats do you need for the invoices and packing lists? - Should the module integrate with any external accounting or shipping platforms? I’d love to discuss the best approach for this project. Let me know when you're available to chat! Best regards, Faizan
$90 USD in 3 days
4.5
4.5

Hey, I have extensive experience in custom module development for Perfex CRM and can build a flexible solution for generating Invoices and Packing Lists while preserving system defaults. I understand the importance of custom fields, dynamic calculations, document-specific field selection, and layout customization to match your current Excel-based workflow. A few key questions to ensure the best implementation: Could you provide an example of your current Excel sheet calculations to align the formulas correctly? Do you require PDF export functionality, or will the documents be stored within the CRM? Should the module integrate with existing invoice templates, or do you need a fully separate design? More than just ticking off boxes, I bring a client-centric approach to my work. I'll prioritize your vision and ensure clear communication throughout the project. Let's discuss how we can turn your research ideas into a valuable and efficient study alongside the Qualtrics platform. Let's connect. Thank you!
$155 USD in 6 days
4.6
4.6

With 8+ years of verifiable mobile app development experience, I'm a seasoned expert who has successfully delivered over 100 projects, always aiming for 100% client satisfaction. In addition to expertise in Android, iOS, and Web Applications, I have a speciality in PHP and Laravel programming - skills that would be just perfect for creating the custom Perfex module you require. Having worked on various kinds of mobile applications from Taxi booking to Food ordering, I am adept at providing clients with exactly what they need and more - in this case a module that does more than your current Excel sheet by being efficient and automated. What sets my services apart is not just my ability to replicate functionality but also how I improve upon them. I understand the need for customization and flexibility without interfering with essential system defaults. By developing custom fields that support various calculations as you've specified, allowing field selection for each document, and ensuring document layout options are easily adjustable (orientation, field count for readability), I will create a flexible tool genuinely tailored to your needs. This project sounds like a perfect opportunity for me to demonstrate my expertise as an efficient problem solver who exceeds deadlines without compromising quality. Therefore, I sincerely hope you give me the chance to prove myself by clicking on that hire button. Once hired, consider the job done!
$200 USD in 7 days
2.6
2.6

Hello Mate!, thanks for the job posting. I read your project details carefully and got interested. I am skilled in Software Architecture, MySQL, JavaScript and Visual Basic. I can help you perfectly. Please send a message to discuss more about this project. Best regards Kerr
$30 USD in 3 days
2.2
2.2

Hi Sir/Madam, Thank you for the opportunity to present our expertise in Perfex CRM customization and module development. Our team specializes in tailoring Perfex CRM to meet unique business needs, ensuring seamless functionality and user satisfaction. We have successfully developed and integrated modules such as: Twilio Integration – Custom SMS & call features WooCommerce Sync – Two-way data transfer Paymaya Payment Gateway Module Customer Map Module – Auto geo-location tracking School Module – Course & subject management Partner, Dashboard, and Checklist Modules Commission Module – Automated commission calculations Template Module – Dynamic invoice & proposal headers Development Plan: Module Setup – Planning & preparation PDF Customization Field Selection for each document Custom Fields with calculations Packing List CURD/PDF Testing Timeline & Cost: Total Development Time: 40 hours Hourly Rate: $18 Total Cost: $720 Any additional customizations beyond the outlined scope may require extra time and cost adjustments. We would be happy to discuss further and refine the details as needed. Looking forward to collaborating with you. Best Regards, Bala
$720 USD in 7 days
1.3
1.3

Hello, As a SaaS expert with more than a decade in the field, I firmly believe that I'm the perfect fit for your PERFX Custom Invoice & Packing List Module project. My team and I have built a wide range of successful SaaS apps, designed to handle sizable volumes of data, users, and transactions, just like what you're looking for. A multi-tenant database structure? We've got you covered. Complex integrations with various 3rd parties? A daily affair for us, like integrating with Paypal, stripe, Xero and more. Moreover, optimizing query performance and SSL installation - done those successfully many times. Moreover, we are specialized in crafting software that is robust, scalable and highly secure. My expertise with MySQL and Software Architecture aligns well with your customization requirement while retaining the integrity of default system fields. Please reach out to discuss further. Thanks, Ashish
$300 USD in 7 days
0.5
0.5

Hello, Drawing from my diverse experience in CRM development, particularly with Zoho CRM and custom CRM systems, I am confident in my abilities to deliver an exceptional solution for your custom invoice and packing list module. My proficiency in Zoho CRM extends to various aspects such as customization, workflow automation, and report generation among others. With my knowledge of APIs like Zoho's extensive array, I will ensure a seamless integration of this module into your existing system. Apart from Zoho CRM, my strong scripting skills in languages like Deluge, JavaScript, Python, and database management in SQL will enable me to effectively create the custom fields you desire as well as develop the necessary calculations for your invoicing and packing lists. I have a solid understanding of data management and analysis which will be crucial when handling large amounts of invoicing data. Furthermore, my experience with business process automation ensures that the module I deliver will be tailored specifically to your needs while aligning with the overall system defaults. My ultimate goal is to leverage technology to simplify complex processes and improve efficiency without compromising on flexibility. Be assured that with me on board, you can avoid tedious manual inputting of data in Excel sheets and move towards a more streamlined and automated workflow. Thanks!
$180 USD in 5 days
0.0
0.0

Hello, With my extensive experience in web development and a deep passion for UX/UI design, I am confident that I would be the right candidate for building your custom invoice and packing list module for Perfex CRM. Drawing upon my no-code tool expertise, I can create a highly customized yet efficient solution that replicates the functionality of your current Excel system. I understand the importance of being able to add, edit, and manage custom fields in order to meet specific needs. Moreover, as an experienced JavaScript developer, I can expertly handle complex calculations and formula implementations ensuring accuracy and efficiency. The flexibility and readability of your finalized documents are crucial to maintaining your professional standard. Having an ex-product manager background, I approach design from the perspective of the user, ensuring an intuitive, organized, and easily navigable document layout. Additionally, with regular updates and transparent communication, you can be rest assured that you'll remain informed throughout every stage of the project. Choosing me means choosing a partner who not only turns your vision into reality but also ensures its long-term success through ongoing support efforts. Let's discuss your requirements in detail so we can embark on this project together! Thanks!
$180 USD in 2 days
0.0
0.0

Hello, I have read your job description carefully and it sounds like an exciting project! With my extensive experience as a full-stack developer, I have worked on similar custom module integrations in CRM systems. For instance, I developed a tailored invoicing solution that automated calculations and allowed users to customize their documents with specific fields—improving efficiency by 40% compared to their previous Excel-based method. My solutions for your project would include: 1. Implementing custom fields where users can add and manage data seamlessly, with automatic calculations based on provided formulas. 2. Allowing field selection for each document with intuitive options to ensure both invoices and packing lists are tailored to your needs. 3. Offering flexible layout options to choose between landscape or portrait orientations while maintaining readability and optimal formatting. What specific custom fields do you envision needing for your invoices and packing lists? Thanks, John
$100 USD in 1 day
0.0
0.0

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