Online workflow and process approval



We are a small direct mail company. We are looking for someone to build us (thru salesforce or any other online CRM - Preferably free service- One 1 employee from our company will handle this so 1 login is fine), a workflow process, where after getting the order from the customer and finalize all the details we can send this customer a link with all the details of the order, may be even attache few files. The customer receives a link, click on it, and approve it (may be thru an approval button and type his/her name).

This way, we can guarantee that all the details are seen all at once, and we have an approval record, rather than going thru a bunch of emails.

The customer should NOT need to create an account or login or do anything that might be considered an extra step.

The customer should not be able to make any changes, this is only a final review and approval process. I also would like the option that the customer can pay the fees as he approves, if possible this is not very important but nice to have. We need it to be simple. It's preferable that this CRM system be available on handheld devices.

This form will be about 10-15 fields.

Please submit your bid in details so I know what's included. To summarize:

1-Form with 10-15 fields.

2-Ability to attach files.

3-Customer can review and approves.

4-If you are including the payment option please indicate.

5-Indicate which CRM you are going to you use, free or not.

Thank you so much

Skills: CRM,

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About the Employer:
( 11 reviews ) Canoga Park, United States

Project ID: #2792930

12 freelancers are bidding on average $528 for this job


Hello, Please refer your Inbox for my experiences with Salesforce and more details. Thank you.

$500 USD in 10 days
(15 Reviews)

I am salesforce certified developer with 2+ years of experience.

$450 USD in 16 days
(5 Reviews)

Respected Client, I would love to get started on your project as I have expertise and can surely provide you results which you are looking for. Please review PM and attached details for better understanding. Tha More

$450 USD in 12 days
(2 Reviews)

I can handle this very Easily and can Implement Payment Method also and can also provide some more functionality like Digital Signature,Report,Email, Alerts and much more which make your application unique.

$610 USD in 15 days
(1 Review)

Hi, We have extensive experience of working with SugarCRM and Salesforce and we have worked on these technologies for more than 5 years since SugarCRM version 4 to latest 6.4 and have developed on both the Community More

$750 USD in 6 days
(1 Review)

I have been working as a Salesforce Developer from last 2 Years and 4 Months and have delivered same type of projects on/before time with a good quality. Can deliver with in the timings.

$400 USD in 20 days
(0 Reviews)

We have skilled resources to accomplish your task.

$500 USD in 10 days
(0 Reviews)

Spark.Orange a full service Salesforce consultancy, passionate about helping others realize the full potential of their Salesforce implementations. Our team includes Salesforce certified Administrators, Developers, and More

$750 USD in 5 days
(0 Reviews)

please check your Pm

$680 USD in 15 days
(0 Reviews)

Hi, I am interested for your project and 2+ years experience in Salesforce development with Certified developers, So please read private message once. Thanks.

$500 USD in 8 days
(0 Reviews)

No prior freelancing experience but have an experience of 5 years on CRM and Cloud Computing. Salesforce would be the choice and delivery quality and post development support is our driving force. It could easily be in More

$400 USD in 10 days
(0 Reviews)

ready to get started

$650 USD in 10 days
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Dear Client, Please check pmb for more details. Regards, Pranky

$375 USD in 10 days
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