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Perfex CRM
Proprietary Modules

Hire Flow

v1.0.1 Join to Suggest
33 Sales
Available in the plans: SaaS SaaS Pro Plus
Description
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Hire Flow
Available in Some Plans
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(Free License only for PRO members)

Contract Flow is an advanced and essential module for Perfex CRM, designed to automate and simplify the contract generation process from accepted proposals. Ideal for companies seeking agility and accuracy, Contract Flow offers a complete and customizable experience in creating, managing, and applying contract templates.

 

Benefits of Contract Flow:

  • Intelligent Automation: Generate contracts automatically based on approved proposals, eliminating manual processes.
  • Customizable Templates: Create and manage templates with advanced formatting and rich details.
  • Simplified Organization: Classify your templates into categories for easier access and use.
  • Detailed Preview: See how the contract will look with the client's real data before application.
  • History and Control: Track the use of templates and manage access permissions with granular control.

Exclusive Features:

Advanced Template Management

  • Complete WYSIWYG editor for contract customization.
  • Automatic merge tags to integrate client, proposal, and company information directly into the document.
  • Intuitive categorization to organize templates by sectors or purposes.
  • Detailed history that records each template application.

Integration with Proposals

  • Add a template selector directly in the proposal interface, making it easier to choose the ideal contract.
  • Automatic contract generation when proposals are accepted, saving time and reducing errors.
  • Contract preview available for clients before proposal acceptance, ensuring transparency.
  • Customizable contract duration settings directly in the proposal.

Technical Requirements:

  • Perfex CRM version 3.2.* or higher.
  • PHP 7.4 or higher.
  • Valid license purchased from Contract Solutions.

Installation Step by Step:

  1. Download the module through the link provided after purchase.
  2. Extract the files into the modules folder of your Perfex CRM.
  3. Access the administrative panel of Perfex CRM.
  4. Navigate to Settings > Modules and activate Contract Flow.
  5. Configure your license key in Contract Flow > Settings.

With Contract Flow, you transform contract management into an efficient, professional, and automated process, optimizing your team's time and ensuring greater accuracy in results.

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33 Sales

Last Update:

20/04/2025

Published:

14/04/2025

Version:

v1.0.1
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Category:

Versão Requerida:

3.2.1 ou superior

Ioncube Necessário:

Sim

Tags:

perfex, perfex crm, automação para contratos, automação para contratos no perfex, contratos, contrato, perfex contrato, Hashtags para SEO Perfex CRM, automação de contratos, módulo Perfex CRM, gestão de contratos, templates de contratos, Contrate Flow, automação proposta-contrato, sistema CRM, módulo para Perfex, contratos automáticos, workflow de contratos, gestão empresarial, CRM avançado, software de contratos, PHP CRM módulo, Perfex CRM Brasil, gerenciamento de templates, automação empresarial, propostas aceitas, CRM com contratos automáticos, integração Perfex CRM,
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