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Customize Proposal in CRM/Project Management System

Hi, I use Perfex CRM for Project Management and CRM needs. It's on CodeCanyon-

here's a link: [url removed, login to view]

I love everything about it except for the Proposal views the customer sees- both online in web view and the pdf (it uses TCPDF to generate PDF versions)

It has a little WYSIWYG editor with some mail merge fields, but in my opinion, this is not how a proposal should be presented. I'd like to add graphics, content, a little info about my company and staff, etc. Almost, like those email templates- something like this would be perfect. Responsive, They have different modules you can stick in and take out. So I tried it and it worked- in theory. I need someone to go in there and do it the right way.

I need 2 things to make this happen- (here's where you come in)

1.) Responsive Email Templates are pretty popular and they are a quick and effective way to add sections. I'd like to use this- I would upload images, design my content in dreamweaver and copy and paste it into their WYSIWYG editor (source mode) There's a pagebreak button in the editor as well. In my experimentation of this, I could not get color to print or Font Awesome Icons to show up in the PDF versions. I'd like to make this easy to update as well just in case I get tired of the template. So I suppose FontAwesome code needs to be added to PDF generator CSS. I have selected this email template: [url removed, login to view]

2.) Complete documentation of what you did. The script is updated quite frequently. I need a quick and easy way to do this that won't take me long to repeat if necessary.

Ικανότητες: CRM, HTML5, PDF, PHP, Διαχείριση Πρότζεκτ

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Σχετικά με τον Εργοδότη:
( 6 αξιολογήσεις ) JAMESTOWN, United States

Ταυτότητα Εργασίας: #14715394

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