New iOS application suitable for field sales with multiple integrations
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Description
Experience Level: Expert
I am currently looking for our door designer https://www.stevenagedoors.co.uk/design-your-doors/ to be accessible via tablet (offline also) and for the pricing structure to be converted into spreadsheet rather than pulled externally as it currently is. I would then need this to show the door, options and prices within a customer's house (with one of our salesmen) for the customer to check over and then digitally sign which will automatically then generate two emailed copies of a contract. 1 copy for the customer and 1 copy for our records.
I need this entry (door design) to be saved and then easily accessible from our CRM (Pipedrive) and then accessible again by our surveyor who will add technical measurements to it and then automatically generate an order via an api with our current supplier, update our CRM and send two confirmation emails!
I need this entry (door design) to be saved and then easily accessible from our CRM (Pipedrive) and then accessible again by our surveyor who will add technical measurements to it and then automatically generate an order via an api with our current supplier, update our CRM and send two confirmation emails!
Chris S.
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7 May 2024
United Kingdom
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