Post-Sales Automation System
601 USDWe are looking for a developer or small team to build a post-sales management system for a real estate development company. The goal is to replace manual work in Excel and PandaDoc with one internal web platform that manages deals, payment schedules, invoices, receipts, overdue payments, agent commissions, and management dashboards.
Today, a large part of the workflow is manual: invoices are prepared one by one, payments are checked across several bank accounts and legal entities, overdue penalties can be missed, and reporting for management is delayed. The new system should automate these processes and provide real-time visibility on collections, expected payments, overdue cases, and cash flow.
Main Scope
- Client, project, unit, and deal management
- Deal creation wizard with booking and contract flow
- Payment schedule management linked to construction milestones
- Automatic invoice generation and sending through PandaDoc
- Receipt generation and signature flow through PandaDoc
- Payment confirmation, including partial payments
- Detection of wrong account / wrong legal entity payments
- Automatic overdue tracking, reminders, penalties, and escalation logic
- Agent commission tracking and reporting
- Real-time dashboards for manager and director
- Settings for legal entities, bank accounts, payment templates, and penalty rules
- Excel export and migration of current data from Excel into the new system
Required Integrations
- PandaDoc for booking forms, contracts, invoices, and receipts
- Integration with an existing unit / project catalog for project and unit sync
Expected Result
We need a working web-based internal platform that reduces manual invoicing, improves payment control, prevents mistakes in fund allocation between legal entities, and gives management a live financial overview.
Timeline
Target development timeline is about 8 weeks.
Who we are looking for
A freelancer or team with experience in:
- custom CRM / ERP / admin systems
- financial workflow automation
- document automation
- PandaDoc API integrations
Project total budget 150000 UAH
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713
10 days601 USD
10 days601 USD
Yulia, greetings!
I will be honest: developing such a system "from scratch" for 150k UAH is a risk of getting a "perpetual development."
We (iCOLOR) offer implementation based on the OneBox OS platform. You pay not for writing code, but for ready-made business logic.
Why us:
1. Result in 10 weeks: 80% of your specifications are already in the core of the system. We are just "assembling" your unique architecture.
2. PandaDoc without routine: Full automation (trigger → generation → signing). A link to the API and understanding of data exchange logic will be needed to set up the process flawlessly.
… 3. Financial order: Strict control of payments between legal entities and automatic calculation of penalties.
4. Cash Flow and real-time dashboards. We use ready-made OneBox modules to output analytics in the standard Dashboard application.
We do not "code buttons," we build order in your finances.
I propose a 15-minute diagnostics: we will analyze how your chaos in Excel transforms into a working system "in metal." When is convenient for you?
At the start, we offer a BETA-prototype stage so you can see the system in action before the main work begins. Details here: https://icoloronebox.org.ua/quick-start-icolor-beta/
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1 day601 USD
1 day601 USD
✋ Hello! We are the IT company dZENcode.
We are implementing the development of an internal ERP/CRM platform for automating post-sales service in real estate, including transaction management, payment schedules, invoices, receipts, agent commissions, and real-time financial reporting with integration of PandaDoc and data migration from Excel, relying on the team's experience, best practices, and our own developments.
Are there already approved business rules for calculating penalties, commissions, and delays, or do they need to be formalized during the system design process? Is integration with specific banking systems planned for payment reconciliation, or is manual/CSV/import statement sufficient at the initial stage?
You can find detailed information about our services and rates on our website:
Freelancehunt
Take a look – we will discuss the details of the work further, write when you are ready.
… The final cost is determined only after clarifying the scope and requirements.
___________________
Sincerely,
Manager of dZENcode
Our strengths:
💎 10+ years providing IT services: Outsourcing, Outstaffing
🔥 90+ in-house specialists
🚀 Projects "from scratch" and for support
⚙️ SLA and post-production support
✅ Contract with the company, guaranteed results!
🔥 250+ public reviews since 2015.
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30 days601 USD
30 days601 USD
You want to eliminate manual work in Excel and PandaDoc and obtain a single system: agreements, payment schedules, invoices, receipts, overdue payments, agent commissions, and executive dashboards. I build exactly these internal platforms for businesses. Approach: Node.js or Python on the backend, React on the frontend, a clear API between modules so that each department works in its section without data duplication. With a budget of 27,000 UAH, it is realistic to close the MVP: the agreements and payment schedules module, auto-generation of invoices, tracking payments across multiple legal entities, basic dashboards. Integrations with banks and the expansion of the commission module will be moved to the next stage. I am ready to discuss the exact scope in correspondence so that you receive a working product, not an unfinished prototype.
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3 days601 USD
3 days601 USD
Hello! I am the project manager at Business Atlas. We specialize in creating custom ERP systems that replace chaos in Excel with structured business processes. Developing an internal platform is a task where my team can provide a full cycle: from the logic of financial flows to deep integration with the PandaDoc API.
Our key advantages for this project:
• Document flow automation: We have experience working with APIs. We will set up automatic generation of contracts, invoices, and receipts based on triggers from the payment schedule.
• Financial control: We implement complex logic for verifying payments between different legal entities and automatic calculation of penalties. This will eliminate the human factor and the risk of losing funds.
• Transparency for management: We will create a real-time Dashboard for monitoring Cash Flow, debts, and agency commissions. You will receive "live" data instead of outdated reports.
• Secure migration: We will take care of transferring all your current data from Excel to the new system without losing a single line.
Project assessment:
• Development cost: $6000 – $8000 (full cycle: architecture, payment logic, integration, and data migration). We can also find the optimal option for your budget and our recommendations.
• Timeline: 8–10 weeks.
… • Support: 30 days of technical support after launch and training for your team.
Questions for discussion:
1. How many legal entities and bank accounts need to be involved in the system?
2. Do you have a ready logic for calculating penalties and fines that needs to be automated?
3. What is the volume of data (approximate number of transactions) that currently needs to be migrated from Excel?
I guarantee a systematic approach and the creation of a product that will truly relieve your team. Message me privately, and we will discuss the architecture of your future platform. Shall we get started?
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56 days601 USD
56 days601 USD
Hello!
I have carefully studied your task. Let me state the main point right away: technically linking the database with the PandaDoc API can be done by any competent developer. However, the main risk of your project is not the code, but the complex, non-linear business logic.
Errors in distributing payments across different legal entities, linking invoices to construction stages (which may shift), and cascading penalties for delays are the nuances on which standard CRMs and inexperienced teams "break down." If the developer does not understand the mechanics of how the manager works manually, automation will simply transfer chaos from Excel to the web interface.
With over 10 years in backend development and designing complex architectures, I have established a clear rule: code is written only after a complete audit of manual actions. Recently, I implemented an automation system for a client that reduced a routine process from 1.5 hours to 10 minutes. This result was achieved solely because, before writing the algorithm, we thoroughly analyzed each manual step, "workaround," and edge case (for example, what to do if a partial payment comes to the wrong IBAN, and the agent's fee has already been calculated).
Here’s how I see the implementation of your task (MVP in 8 weeks):
…
Data architecture: It should be based on a strict role model and a directory of legal entities/invoices so that the system filters out "incorrect payments to wrong accounts" at the input or parsing stage.
PandaDoc automation: Setting up webhooks. As soon as the manager changes the deal status with one click or a trigger occurs (construction stage), the system automatically generates an invoice according to the required template and sends it to the client.
Financial core: Dynamic payment schedules. If the construction stage is delayed, the system should be able to recalculate dates in bulk without manual intervention.
Escalation logic: Setting up cron jobs (background processes) that daily reconcile balances, calculate penalties according to a formula, and send notifications to management.
A budget of 150,000 UAH and a timeframe of 8 weeks are realistic parameters for launching a stable MVP (minimum viable product) with key functionality, provided that we work focused and do not inflate the scope at the start. I have established a "deep work" process — I take one complex project in a slot and bring it to release without getting distracted.
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14 days601 USD
2276 37 0 14 days601 USD
Hello!
I specialize in automating business processes and implementing AI agents. I work with n8n, Python, CRM systems, API integrations, and LLM (OpenAI and others). I help reduce routine tasks, optimize processes, and increase efficiency.
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4 days601 USD
172 1 1 4 days601 USD
Good day. I am ready to complete this project as I have extensive experience in application development.
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60 days601 USD
754 14 1 60 days601 USD
I have done similar integrations. I am very familiar with APIs. I would like to get in touch and discuss to understand if I can meet the deadline. As I understand, you need both a backend and a web UI. I can implement both.
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60 days601 USD
1447 20 1 60 days601 USD
Good day, Yulia!
We, ITERIUM, are an experienced team in CRM system development with over 5 years of experience, and I would be happy to help you create a system for managing after-sales service. Do you have a design or references that you like? I would also like to discuss the functionalities that will be in your system and if you can share access to your Excel structure and PandaDoc.
As a result of our collaboration, you will receive:
- Turnkey development – from development and design to launch and server configuration
- A reliable, optimized, secure, and fast system
- Transparency in work and constant communication
… - Guaranteed support after the project is completed
Please review my portfolio:
Freelancehunt
I am ready to discuss your project and offer the best solution. Write to me – we will find the optimal approach!
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56 days601 USD
159 5 1 1 56 days601 USD
Hello!
AI Integration Engineer focused on business process automation and custom CRM/ERP systems. I have read your specifications carefully — this is a serious internal platform, not an MVP. Especially critical: multi-entity detection, automatic recognition of erroneous payments, real-time cash flow for management.
Detailed plan, tech stack, examples of the approach to multi-entity logic: https://www.notion.so/342ea80ec594808abbc7f4b3ba230ff9?source=copy_link
Price and terms: 280,000 UAH, 8 weeks full-time (≈320 hours). Stack: Python + FastAPI + PostgreSQL + Docker, Claude Code as an accelerator for CRUD/boilerplate.
Plan 4 milestones (70k each):
… M1 (2 weeks): Architecture, Database (15+ tables), auth + roles, CRUD clients/projects/items/deals, deal wizard
M2 (2 weeks): Payment schedules, PandaDoc integration (4 types of documents), invoice/receipt flow, payment confirmation
M3 (2 weeks): Multi-entity detection, wrong payment logic, overdue + penalties + escalation, agent commissions
M4 (2 weeks): Dashboards (manager + director real-time), settings, Excel import/export, data migration, deployment + docs. After each milestone — working deliverable for testing. Funded escrow before the start of each stage. Why it costs this much:
This is not just another CRM. Multi-entity payment detection + PandaDoc webhooks + real-time dashboards + migration from Excel — these are 4 separate systems that need to be coordinated. A lowered budget will lead either to missed deadlines or to a raw product — neither option is acceptable for you.
We can discuss:
If 280k exceeds the budget — I am ready to offer a reduced v1 scope for 180-200k focusing on the most critical modules (deal management + payments + PandaDoc + one dashboard), with a plan for completion in v2. Let me know what your priority is — I will provide a specific proposal.
Individual entrepreneur, I will sign an NDA via electronic signature. Ready for a call for clarifications, thank you.
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60 days601 USD
1825 52 0 60 days601 USD
Good day. We are a team of 2 people - a programmer and a layout designer - we can create such a CRM for you, using Python, Django, HTML, CSS, Javascript. We would like to see the complete technical specifications and whether there is already a ready design? We, in turn, can send an example of a similar project.
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30 days601 USD
7134 13 0 30 days601 USD
I have significant experience in developing fintech solutions and property management systems (specifically, I worked on the premium German platform DIWS for dentists), so I have a good understanding of the specifics of payment schedules, construction phases, and legal nuances.
Technology stack (for speed and reliability):
Backend: Node.js (Nest.js) — for complex financial logic and queues for PandaDoc.
Frontend: React + Tailwind (shadcn/ui) — for a fast, clean, and informative interface (Dashboards).
Database: PostgreSQL (Supabase) — the best choice for complex relationships between objects, transactions, and legal entities.
Integrations: PandaDoc API (automatic generation from templates), bank statements (CSV/API import).
…
How I will solve your main "pain points":
Automation of invoices and PandaDoc:
Instead of manual creation, the system automatically pulls deal data into the PandaDoc template based on a trigger (next construction phase or scheduled date), generates the document, and sends it to the client. The document status in PandaDoc is synchronized with your database.
Payment control and FIFO:
I will implement the logic of payment allocation. If an amount less than the invoice arrives, it will close part of the debt. If the client makes a mistake with the legal entity invoice — the system will issue a critical alert to the manager (Alert System).
Accounts receivable and Penalties:
An automatic penalty calculator that calculates overdue payments daily. Escalation logic: on the 3rd day — SMS/Email, on the 10th — automatic report to the director.
Live dashboards:
You will see not just numbers, but a Cash Flow Forecast — how much money is expected to come in the next 30/60/90 days according to the construction schedules.
My GitHub: https://github.com/onyx144
I propose to do the project in stages; we can discuss these stages in private messages, with a timeline of 2 months.
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1 day601 USD
536 33 0 2 1 day601 USD
There is a task - it is solvable. The technical specifications are available - if not, we will create them. We can discuss everything in private messages. Filter out bots and agencies!
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30 days601 USD
764 5 1 30 days601 USD
Good day.
I have experience in developing internal CRM / ERP / admin systems, automating business processes, payment logic, reporting, and integrations through API. Your project is clear to me: it is not just a "dashboard," but a working internal system for managing after-sales service, payments, contracts, PandaDoc documents, overdue items, escalations, and operational analytics.
I can take on the implementation in stages:
— design the system structure and role logic
— implement key modules for clients, projects, contracts, payments, and receipts
— set up integration with PandaDoc
— automate reminders, overdue items, penalties, and reporting
… — bring the system to a stable working state with the possibility of further development
I work carefully on architecture and business logic so that the system is not "cobbled together," but suitable for the real daily work of the team.
I am ready to discuss the details and propose a phased implementation plan.
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14 days601 USD
1618 18 1 1 14 days601 USD
Hello.
I can complete the task. I have extensive experience in similar projects. The deadlines are approximate - we need to discuss the details, there are many questions.
Write to me, I will do everything quickly and efficiently.
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14 days601 USD
2380 8 0 14 days601 USD
Hello, I am ready to carry out this automation for you through a Telegram bot, which will be a universal tool for managing all processes. Please write to me to discuss the details; I have significant experience in automating business operations.
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29 days601 USD
15075 32 0 1 29 days601 USD
Good day!
My name is Valentin, and I represent Arctic Web Agency. We are a team that specializes in creating modern and effective solutions for business. I can provide examples of our similar work in personal messages. We are ready to take your project to work!
Sincerely,
Arctic Web Team
Freelancehunt
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30 days601 USD
410 7 1 1 30 days601 USD
Hello!
I am a Full-Stack Software Engineer with over 7 years of experience in developing websites, SaaS solutions, complex web platforms, and MVPs for startups - from idea and architecture to production and support.
I work not only as a developer but also with a focus on business logic, scalability, and long-term support of solutions. My portfolio includes examples of implemented projects of varying complexity.
Technology stack:
PHP (Laravel, Symfony, Yii2),
Frontend: JavaScript (Vue.js, React.js), HTML5, CSS3,
… Databases: MySQL, PostgreSQL.
Regarding timelines and costs - at this stage, it is difficult to accurately assess them without clarifying the requirements. To form a reasonable estimate, it is usually necessary to understand:
- the goals of the project;
- key functionality;
- expected load and integrations;
- priorities (quick launch vs scaling).
I suggest starting with a brief clarification of requirements or a call/email - after that, I will be able to provide a realistic estimate on timelines, budget, and implementation options.
I would be happy to discuss the details.
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60 days601 USD
274 60 days601 USD
Good morning. I would be happy to discuss the details with you, we work in the student company Codentix and want to show that students can perform work professionally, qualitatively, and quickly. Please reach out, I would be glad to receive a message from you.
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3 days601 USD
726 9 1 3 days601 USD
Hello! I have reviewed your project and am ready to start working. I can guarantee excellent results in a short time.
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56 days601 USD
1168 7 0 56 days601 USD
We understand the challenges of managing post-sales workflows manually across multiple legal entities and bank accounts. At SDEV, we specialize in building custom internal systems that automate financial operations, eliminate human error, and provide real-time visibility for management.
We propose developing a dedicated web-based Post-Sales Automation System tailored to your real estate development business. The platform will centralize client, project, unit, and deal management with a guided deal creation flow, including booking and contract processing. Payment schedules will be tied to construction milestones, with automated invoice and receipt generation via PandaDoc API, ensuring consistency and saving time.
The system will support multi-entity payment tracking, detect misallocated payments, and automatically flag discrepancies. Overdue payments will trigger reminders, apply penalties based on configurable rules, and follow escalation logic. Agent commissions will be calculated and reported accurately based on deal status and payments received.
All data will be reflected in real-time dashboards for managers and directors, giving instant insight into cash flow, upcoming payments, overdue cases, and collection performance. We’ll integrate with your existing unit and project catalog to ensure seamless data sync and include tools for Excel data migration and export.
Built with a robust backend (Python/FastAPI) and a modern frontend (React), the system will be secure, scalable, and hosted on your preferred infrastructure. Our team has direct experience with PandaDoc integrations and financial automation systems.
…
As an example of our work: we built a bot for real estate agencies that manages property listings, client matching, and deal tracking — all within a unified interface with automated document flow.
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