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The client has made the following changes to the job.
Client prefers freelancers from:
You are still able to submit a proposal for this job.
The client prefers freelancers from
a different location.
We currently use a system called Kayako for order tracking and Caspio for lead management. We are looking to do the following integration:
1. Entering order info into Caspio (by customer or sales)
2. Caspio will display a web preview of the quote, similarly to an online store.
3. Upon clicking "Submit", a PDF contract/quote will be generated and emailed to Kayako and the customer (fax option to [obscured] will also be available). The email will contain the PDF attachment (s) and include the Business Name in the email subject. The subject name will include a URL which will redirect the user back to the Caspio record. Another option is to have one of the Kayako ticket tabs be an IFRAME to the Caspio record. The Kayako home page should also have an IFRAME to the Caspio home page without having to log in.
4. Caspio will retrieve the ticket numbers from Kayako and insert them in url format in Caspio. (doesn't have to be live).
Please let me know if able to do any of th...
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