Post-Sales Automation System

Hello — this is exactly the type of structured CRM/ERP system I am working on.

I can develop a user-friendly internal web platform that will replace your Excel + PandaDoc workflow and centralize deals, invoices, payment schedules, commissions, and real-time reports in one system.

My approach:
• Creating a modular backend (Node.js or Laravel) with a clear separation of deals, payments, and legal entities
• Developing a deal master that manages the process from contract to invoice and payment receipt
• Integrating PandaDoc for handling contracts, invoices, and document signing
• Implementing payment schedule automation (including partial payments, overdue debt detection, penalties, and escalation rules)
… • Creating a reconciliation system to identify incorrect or misdirected payments between organizations
• Adding a commission calculation mechanism + real-time dashboard for finance and management departments
• Providing the ability to import/export data from Excel for migration and reporting

Key tasks:
Accuracy of financial accounting, audit capability, and elimination of errors related to manual data entry during invoicing and payment distribution.

Deliverables:
• Fully web-oriented system (adaptive administrative platform)
• Integration with PandaDoc
• Role-based access (agents / finance / management)
• Dashboards + reporting module
• Data migration tools from Excel
• Deployment + documentation

Timeline: ~4 weeks (according to your plans)
Budget: I can work within your range of 100,000 UAH depending on the final confirmation of the scope of work

I have created similar systems with a large number of workflows, including document automation, financial accounting, and CRM-style logic, and I would be happy to develop this system in a way that remains scalable as your operations grow.

If desired, I can briefly describe the architecture by modules.

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Hello. I can take this on. I have solid experience building internal business systems with complex deal flows, payments, documents, role-based access, and operational dashboards, including cases where manual work in spreadsheets is replaced by one controlled web platform.
Your scope is clear from an automation point of view: deals, payment schedules, invoice and receipt flow, overdue control, agent commissions, PandaDoc integration, and management visibility in real time. I can help structure this as a clean, scalable system so the first release covers the core operations properly and the product can continue to grow without turning into another patchwork process.
I also understand the risky parts in projects like this: payment allocation across legal entities, partial payments, milestone-based schedule changes, auditability, and reliable document workflows. These are exactly the areas where architecture and business logic matter most, not just the interface. If needed, I can also suggest a practical implementation approach for phase-by-phase delivery. Feel free to message me and we can discuss the details.

Good day. I am ready to complete this project as I have extensive experience in application development.

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Hello, Yulia! My name is Nina, representing the developer Valentin — we specialize in custom CRM/ERP and automation of financial processes.

We have read the technical specifications carefully. We see the main pain points: manual reconciliation of payments for legal entities, recalculation of schedules when stages shift, and unsystematic control of overdue payments. This is what we will focus on.

Implementation in two stages:

Stage 1 (4 weeks) — basic outline:
— Database architecture, roles (manager, accountant, director, assistant)
— Clients, projects, units, agreements with a wizard-master
… — Payment schedules linked to milestones + automatic recalculation when shifted
— Logic for partial payments, control of erroneous payments for legal entities
— Overdue payments, penalties, escalations + audit log
— Dashboards for the manager and director in real-time

Stage 2 (4 weeks) — documents and launch:
— Integration of PandaDoc API + webhooks (automatic transition of agreements after signing)
— Auto-generation of invoices, receipts, contracts
— Data migration from Excel
— Testing + training + launch

Stack: FastAPI + PostgreSQL + React. Payment through Safe in stages.

Question: what API is in the units catalog — is there documentation? This depends on the architecture of synchronization.

Budget for stage 1: 35,000 UAH. We will discuss the total budget after confirming the architecture. Write to us — we will discuss the details.

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I program tasks of any complexity with AI. I take each project seriously and always pay attention to details. I will prepare the project template within a day; the other tasks, which are more specific, require detailed discussion and greater involvement. But I will implement the project from scratch to the desired result.

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Hello! I have experience in developing CRM/ERP systems, automating financial processes, and integrating with external services, including document management and APIs. I will implement a scalable web platform for you that will completely replace the current manual processes, ensure payment control, automate documents, and provide transparent real-time analytics. I am ready to thoroughly study the technical specifications, propose an optimal architecture, and take the project turnkey within the specified deadlines.

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Hello, for over 4 years, we have been a small team developing turnkey web solutions for the real estate and finance sectors, and we are ready to create a stable system for managing transactions and agent commissions for you. We will build a logical structure to synchronize with your existing directory of departments, implement a deal creation wizard, and ensure accurate migration of your current data from Excel. Our experience of over 4 years allows us to guarantee a high product culture, transparent real-time reporting, and full compliance with the technical requirements of the project within the defined budget. Be sure to check our completed projects: freshagro.com.ua, farfieworldwide.com, rivnekolo.com.

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Good day, my colleague and I have been professionally engaged in technical design and development of internal administrative platforms for businesses for over 4 years, so we will help you completely eliminate manual work in Excel. We will conduct a frontend audit of your current process, set up automatic tracking of overdue payments with escalation logic, and implement a system for verifying bank transactions to prevent errors in fund distribution. Our experience of over 4 years is confirmed by successful cases of integrating financial services and automating document flow through PandaDoc, check our quality of execution: drkukharevich.rivne.ua, crave-agency.com.ua, jk-solution.com.ua.

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Hello, my partner (designer + full-stack) and I have been developing complex ERP and CRM systems for automating financial flows for over 4 years, so we will professionally implement your platform for managing after-sales service of real estate. We will design the database architecture in Figma to visualize the connections between transactions, payment schedules, and legal entities, implement technically flawless integration with the PandaDoc API for automatic invoice generation, and ensure the logic for debt control. Our experience of over 4 years allows us to meet the deadline of 8 weeks, creating a reliable tool with interactive dashboards for management; take a look at our technical work: hyperfi.tech, espressolab.com.ua, hudi.com.ua.

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Hello. The task is clear and close to what I do — automation of certain processes, custom CRMs/admin panels, and integrations with external APIs.

Technical approach:
• Backend: Node.js + TypeScript, PostgreSQL. Strict data schema for deals, legal entities, payment schedules, and accruals.
• Frontend: React/Next.js or Vue. Admin panel with role-based access (manager/director/admin), tables with filters, dashboards.
• PandaDoc: REST API + webhooks. Automatic generation of contracts/invoices/receipts from templates, tracking signing statuses, one-click signing.
• Automation: Cron jobs for reconciling receipts, calculating overdue payments, penalties, and sending reminders. Validation of incoming payments for compliance with legal entities/accounts.
• Migration: Import and data cleansing script from current Excel files, mapping to the new database.

… Regarding the budget: 75,000 UAH. Considering integrations, financial mathematics, and data transfer — this is a realistic estimate for a stable system. The timeline is 50 days, but I usually deliver earlier if there are no delays with access or template approvals.

I am ready to discuss details about the data structure in PandaDoc, the logic for reconciling payments, and report formats. If that's okay — we will start with a short brief and begin with the database architecture.

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Good day! I am Olga, a full-stack developer focused on Python + web + integrations (PandaDoc, accounting, banks).

I read the project carefully — this is a classic migration from Excel + PandaDoc to a custom CRM for a developer with a focus on financial control.

I want to be honest: my account currently does not have Plus, so this rate can be a maximum of 26,900 UAH due to FH restrictions. That is, I am setting the price for the first safe stage, and I suggest breaking the total budget of 100,000 UAH into 4 payments through Safe — as functionality is delivered.

Breakdown of 100,000 UAH into 4 safe Safe payments:

Stage 1 (26,900 UAH, 12 days) — this slot: framework (Python/FastAPI + PostgreSQL + React), auth with roles, CRUD for clients/projects/divisions/deals, deal creation wizard, migration from Excel with dry-run.
… Stage 2 (~30,000 UAH, 14 days): PandaDoc integration — contracts, invoices, receipts, webhook statuses; payment confirmations (including partial) and bank reconciliation (IBAN + amount + date).
Stage 3 (~25,000 UAH, 12 days): payment schedules for construction stages, delays, email/Telegram reminders, penalties with configurable rules, escalation.
Stage 4 (~20,000 UAH, 8 days): agent commissions, dashboards for manager/director, export to Excel, final acceptance.

What is important to discuss before starting: the API format of the current project catalog, legal entities (number/distinction), PandaDoc templates (ready or from scratch), penalty rules.

My stack: Python (FastAPI), React + TanStack Query + Tailwind, PostgreSQL, Redis, Celery, Docker, PandaDoc API.

GitHub: github.com/Evge14n

Available 35–40 hours/week, UTC+2, starting next week.

Thank you for considering!
Olga

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Hello, I have several years of development experience, currently including the development of an internal accounting system for a construction company. After reviewing the project description and the technical specifications, I realized that some points are described briefly, although in reality, this greatly affects the cost and timeline of the work. Among the things that came to mind:
1. How exactly should the accountant confirm the payment? Should they independently check the invoice, upload the transaction history for the system to determine, and confirm, or is it done through the API?
2. During the shifting of construction stages and recalculating the payment schedule, how should we handle payments that have already been made in advance, for example, or those that are overdue?
3. I am interested in the structure, quantity, and sizes of the Excel files that will need to be imported. Before starting work, it will be necessary to assess them to accurately determine the complexity and, accordingly, the timeline.
Considering this, the technical specifications will need to be worked out in detail, which we will focus on first in case of starting cooperation.

A little more about me: I write everything myself in Python + JavaScript, so you will receive a system that is tailored specifically for you. Approximately, regarding the cost - 90,000. I can cooperate as an individual entrepreneur.

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Hello! 👋

✅ Ready to complete your task professionally and on time.
📋 My resume and portfolio are available for review.

📌 My experience:

Over 7 years of working with similar tasks.
Quality implementation of any tasks in the field of web development.

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Good day.

20 years of development experience, including turnkey CRM/ERP systems with all necessary integrations. Some of what you need is already implemented, which saves time and money.

Here is an example. Deals, leads.
https://freelancehunt.com/showcase/work/razrabotka-gibkih-moduley-crm-dlya-priyoma/2026075.html

Here is an example of projects with convenient visualization and the ability to set triggers at any stage, so the system creates Tasks for calls, sending documents, checking payments, etc. There is also logic for deadlines and shifts.
https://freelancehunt.com/showcase/work/crm-erp-sistema-upravlinnya-proektami-ta-zadachami/2032567.html
…
Here is an example specifically for Tasks. Executors, assigners, deadlines, reminders, Roles, etc. And convenient visualization.
https://freelancehunt.com/showcase/work/crm-razdel-zavdannya-vizualizatsiya/2035422.html

There is also an integration mechanism.
And of course, many developments on all points:
- Contacts
- Deals
- Tasks
- Documents, files, storage
- General team chat linked to Deals, Clients, etc.
- Telegram integration in chat for convenient communication with clients
And much more.

We can have a call, I will show what is available and how it works, and we will discuss your Project.
It may even be possible to fit within your deadlines and budget, as for a basic MVP.

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Good day — we have reviewed your request, this is a full-fledged internal ERP/CRM system and here the correct architecture from the first stage is important — we have 3 years of experience in IT and we work together, which allows us to build backend logic and a user-friendly interface in parallel — we offer a solution: we will develop a web platform with a modular structure (contracts, payments, invoices, commissions, analytics), implement automatic generation of bills and receipts with PandaDoc integration, build a payment control system with verification for legal entities and accounts, logic for overdue payments, penalties, and reminders, as well as real-time dashboards for management — we will foresee import from Excel and a scalable architecture for further development — we have experience in creating custom CRM/ERP and financial systems, therefore we will provide a stable solution that will effectively replace manual processes and give a transparent picture of cash flows.

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Good day!
I have familiarized myself with the brief description and the full technical specification.
I see that the system is already well thought out: there are use cases, roles, two stages, non-functional requirements. This allows for a more accurate estimate without guesswork.
My vision for implementation
I propose the two-stage approach that you described in the technical specification.
Stage 1 — Basic outline (weeks 1–3)
Authorization + 4 roles, projects/units/checkerboard, clients and agents, agreements with wizard (2 scenarios), payment schedules tied to milestones, payment confirmations with partial payments, delays + penalties + escalations + audit log, manager and director dashboards, settings for legal entities/accounts/templates.
Stage 2 — Documents and launch (weeks 4-8)
PandaDoc integration (reservations, contracts, invoices, receipts), signing flow director → client, automatic generation at milestone, data migration from Excel, testing + training + launch.
…
Stack: Next.js + Node.js/Express + PostgreSQL + PandaDoc API.
All code is structured — you will be able to hand it over to any developer.

I am ready for a 30-minute call to clarify details.

We will discuss the cost of each stage after the call.

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Good day!

We have reviewed your project for developing an internal post-sales service management system. We are ready to implement a convenient web platform for you that automates work with contracts, payments, invoices, fines, and reporting in a unified system.

We have experience in developing CRM/ERP solutions, automating financial processes, document flow, and API integrations, including working with PandaDoc. We can implement personal accounts, an administrative panel, invoice automation, payment control, real-time dashboards, and migration of current data from Excel.

Technology stack:
• Frontend: React / Next.js
• Backend: Node.js / Laravel
… • Database: PostgreSQL
• Integrations: PandaDoc API, banking services, internal catalogs

We are ready to discuss the system architecture, development stages in detail, and offer an optimal solution within your deadlines.

Our website: https://benefit-it.net/

Sincerely,
Benefit Studio

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Hello, we have already communicated about this order, I will mark myself here again, as I wrote before, I have experience in implementing CRM, I can accomplish this task, I will divide the project into 4 stages, I will outline in private messages. Implementation time is 8 weeks. Stack
Backend: FastAPI PostgreSQL SQLAlchemy
Frontend: Next.js shadcn/ui TanStack Table

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Hello, I can take it on.
I have experience in developing various internal systems, including CRM system integration.
I can do it for you, however, a technical specification is needed for the project; based on it, I can provide an accurate estimate so that neither you overpay nor I make a mistake with the amount.
Since the specification is already quite large, I can only take it on with payment, $60.
After that, I will evaluate the specification, and if everything is suitable - we start working.
Write to me, we will discuss.

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Hello. I have been working with React/Node.js for over 9 years. I have extensive experience in developing admin panels. I am ready for collaboration.

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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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Hello. I am ready to develop a custom ERP system for your business. I have extensive experience in creating complex financial platforms, payment protection systems, dashboards, and workflow automation.

What I offer (Architecture and Stack):
- Technologies: Next.js / React (frontend) + Node.js or Python/FastAPI (backend) + PostgreSQL. This is a secure and fast stack for working with finances and multi-accounting.
- PandaDoc Integration: Full automation through API — from contract creation during booking to generating invoices and receipts based on construction milestones.
- Financial Control: I will program strict logic for fund distribution among different legal entities, automatic detection of erroneous payments, and a calculator for fines/commissions.
- Dashboards: Real-time cash flow and debt analytics for management.
- Migration: I will write scripts for the secure import of your current database from Excel into a new PostgreSQL database.

… I have practical experience in solving such tasks — moving from manual spreadsheet management to a single secure system. I am ready for a detailed discussion of the technical specifications.

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Hello, Yulia! I have reviewed your detailed technical specification. Excellent preparation of the document — the business pains are clearly visible (manual work in Excel, losses from fines, confusion with details). I specialize in developing custom ERP/CRM systems and am ready to implement this system. Here is how I see the architecture and implementation: Technology stack: Backend in Python (FastAPI/Django) + PostgreSQL. This will ensure strict transactionality (money will not be lost) and will handle any logic for calculating fines and commissions. Frontend — React or Vue.js for a fast dashboard for the director without page reloads. Integrations: I have experience working with REST APIs. Connecting PandaDoc for generating invoices, contracts, and receipts will be implemented through webhooks (the system will automatically move the deal to the next stage after the client signs).
3. Breakdown into stages: I completely agree with your approach from the technical specification.
* Stage 1 (Basic outline): Database architecture, roles (manager, director, accountant), creating deals, calculating payments and delays.
* Stage 2 (Documents): Setting up the PandaDoc API, templates, migrating your current data from Excel.
Timeline: The stated 8 weeks is realistic for launching the MVP.
Budget: I agree with the total budget of 100,000 UAH. I suggest breaking it into several secure payments (Escrow) as functionality is delivered. I am ready to hold an introductory call to discuss the API of your current project catalog and start working.

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Good day, Yulia. I see the admin panel for all of this as a Google spreadsheet. For example, in the 'invoices' tab, the client details are entered. Upon request or at certain intervals, invoices are generated from this data and sent to the clients. This way, we can go through all the points of the technical specification. I can implement this on n8n with integrations of Google Docs API and your APIs. For development, you do not need a server for n8n; I can host it on my own. After completing the work, I will transfer it to your VPS.

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