Yetiforcecrm: Integrate electronic signature and Customer replay for quotation

Created on 3 Aug 2020  ยท  1Comment  ยท  Source: YetiForceCompany/YetiForceCRM

  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.

โ” question

Most helpful comment

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

>All comments

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

Was this page helpful?
0 / 5 - 0 ratings

Related issues

vovpff picture vovpff  ยท  3Comments

RedMoon27 picture RedMoon27  ยท  3Comments

PDMeira picture PDMeira  ยท  3Comments

Raggazzoo picture Raggazzoo  ยท  3Comments

canomogollon picture canomogollon  ยท  3Comments