We are a real estate company that is looking for assistance in creating a mailmerge type plugin/module for SugarCRM. This plugin will automatically fill in information that we’re constantly entering over and over again. In order to reduce the amount of typing and save time, we’d like the winning bidder to create a plugin that will enter as much of the information into several documents so that we can simply print and have our client sign the paperwork.
We’re currently using SugarCRM to manage all of our clients information as well as property information. We’ll provide you access to that as well.
The attached document will provide more details and screenshots as to what we are looking for.
This is the 1st phase of what we’re looking to do with SugarCRM. We’re looking for someone to build a long term relationship that we can use moving forward without having to submit a project out to bid each additional phase.
