Sugar crm crm invoice jobber
Jeg ønsker å koble whmcs opp til mitt crm system som er PerfexCRM. Jeg ønsker at all fakturering og brukere skal bli automatisk opprettet fra whmcs til PerfexCRM og omvendt
...norske betalingsløsninger, fraktintegrasjon, erm/crm og mailchimp håndtering. Designmal: Ønskelig at dere anbefaler designmal/theme som er så tett som mulig opp til sitt utseende og funksjonalitet. Allerede anskaffet Avada Theme, men er også åpen for andre løsninger. Nettsiden/nettbutikken skal være en «One pager – full width» som har høy annerkjennelse for funksjonalitet, som er 100% kompatibel med Woo Commerce, og som dere vet vil bli vedlikeholdt i lang tid fremover. Betalingsløsning Nettbutikken skal være forberedt på å håndtere DIBS, NETS, Klarna, Epay og andre godkjente betalingsmoduler. Fraktintegrasjon Nettbutikken skal i fremtiden kunne integ...
1. Develop a function that copies specific fields from Account records into corresponding Ticket fields automatically. 2. Develop a function that auto-fills multiple Ticket fields based on the input from a manually entered field. This function should dynamically pull data from the account database and populate the ticket fields according to the values entered. If ...automatically. 2. Develop a function that auto-fills multiple Ticket fields based on the input from a manually entered field. This function should dynamically pull data from the account database and populate the ticket fields according to the values entered. If your work meets our expectations, we may be interested in an ongoing collaboration for future projects across various Zoho applications (Desk, CRM, Campaigns,...
I am looking for a capable developer to create an app aimed at auto-dialling and tracking sales leads. This app should be available on both iOS and Android platforms. Key ...capable developer to create an app aimed at auto-dialling and tracking sales leads. This app should be available on both iOS and Android platforms. Key functionalities required include: - Auto dialling sales leads - Capturing full name and contact details of leads - Logging the level of interest in the product/service For this task, you should have experience in app development, preferably in CRM and telecommunication apps, with a sharp eye for user-friendly UI/UX. Knowledge in GDPR compliance is beneficial due to the need to capture personal information. Your understanding of sales process will be a definite ...
I am looking for a capable developer to create an app aimed at auto-dialling and tracking sales leads. This app should be available on both iOS and Android platforms. Key ...capable developer to create an app aimed at auto-dialling and tracking sales leads. This app should be available on both iOS and Android platforms. Key functionalities required include: - Auto dialling sales leads - Capturing full name and contact details of leads - Logging the level of interest in the product/service For this task, you should have experience in app development, preferably in CRM and telecommunication apps, with a sharp eye for user-friendly UI/UX. Knowledge in GDPR compliance is beneficial due to the need to capture personal information. Your understanding of sales process will be a definite ...
...files weren't mentioned, the ideal candidate would have experience in updating customer, product, and supplier details in D365. - System Integration: You will be connecting D365 with other systems, with a particular emphasis on CRM, ERP, and e-commerce platforms. Ideal Skills: - Proficiency in D365: Experience with Dynamics 365 is crucial for this project, as you'll be working within this system extensively. - API Development: Proven expertise in developing API endpoints is a must. - Systems Integration: Previous experience integrating systems, particularly with CRM, ERP, and e-commerce platforms, will be highly beneficial. - Attention to Detail: Given the nature of this project, a keen eye for detail is essential to ensure the smooth and accurate updating of ...
Hello, We are looking for a Creative Designer to reproduce 3 kit of editable resume (CV) + cover letter templates. It’s to say 3 resume and 3 cover letter in Word and Mac Pages. We will give you 3 de...colors variations): Word (.docx) and iWork Pages (Mac OS) • Cover Letter in A4 and US Letter size (3 colors variations) : Word (.docx) • Totally Print Ready • Easy to edit • Only Free Fonts Used • 300DPI, CMYK Color You would need to sign a contract stating we are the original owner of the designs and permission to use the work for commercial purposes, including sale of template. We will need an invoice from you for the regularization of the payment. Please submit links to portfolio or resume samples. If we are happy with your job, we will ask you ...
...ensure compatibility across all devices and platforms. Visitors should easily find the information they need and be encouraged to take the desired actions, such as contacting us for more information or requesting a quote. Integration of Contact Channels: Contact information, including email, phone, and possibly live chat support, should be readily accessible throughout the website. Integration with CRM systems or lead capture forms may also be required to effectively manage inquiries and leads. Compliance and Security: The website should adhere to best practices for web development, including compliance with relevant regulations such as GDPR. Security measures should be implemented to safeguard user data and maintain the integrity of the site. Deliverables: Fully functional and ...
Converting invoice template from pdf to hostbill
I want to Build an Android app where Shop owner can register and can create invoice and print the invoices through tharmal printer. I need someone who have knowledge on Billing can bid here. Send me complete details what feture you can provide me, Backend on Codeigniter 4
I require an Odoo expert to automate tasks within my business. This involves: - Sales and CRM: A seamless system that streamlines sales and communication with our customer base - WhatsApp Integration: An impressive system that sends and reacts to WhatsApp messages automatically - Email Automation: An efficient system that allows automatic replies, scheduled sending, and manages email campaigns This project demands a good understanding of Odoo and automation techniques, knowledge of WhatsApp and email systems, and a knack for simplifying complex workflows. The objective is to improve efficiency, communication, and customer interaction within the company. Upon customer sign-up, the system would trigger a series of communications via WhatsApp, SMS, and Email throughout their subscri...
I'm in need of a freelancer with expertise in setting up Virtual PBX systems and CRM integration, particularly with Vitiger CRM. The primary use of this system will be for sales and marketing purposes. Key responsibilities will include, but are not limited to: - Setting up a Virtual PBX system - Configuring Vitiger CRM - Integrating the Virtual PBX system with Vitiger CRM for seamless operation - Enabling predictive dialing for 4 separate campaigns - Ensuring a smooth and efficient workflow between the PBX and CRM for sales and marketing purposes. Ideal skills for this job include: - Proficiency in Virtual PBX systems - Extensive experience with Vitiger CRM - Previous work with predictive dialing configurations - Strong understanding of sal...
Necesito implantar el soft de gestión ERP-CRM-MRP llamado Dolibarr. Me dedico a la fabricación de componentes para ciclismo de mediana y alta gama, y quiero usar este software para la gestión de mi negocio. Desde la ayuda en la selección y decisión de instalación en un servidor tipo SAAS, hasta la carga de datos, configuración y puesta en marcha. Trabajo en equipo, ya que hay que ir filtrando y definiendo la información que va a generar la base de datos. El resultado debe ser el software instalado y corriendo correctamente para acceder desde cualquier ordenador con acceso a internet. Se deben generar unos 3 o 4 usuarios solamente, con distintas funciones: producción, ventas, administración, contable.
...customizations done for Perfex CRM and Custom Module Development for Perfex CRM. If you have experience in creating custom modules or customizing core of Perfex CRM, then you'll easily understand requirements. I have a detailed list of features I need developed, I'll share that document with those who are shortlisted for this project. You must mention "Dell" in the proposal in order to be noticed. Here is a brief for List of Features. 1. Invoice Currency Conversion using API and storing conversion rate in the database with date 2. Storing invoice value in base currency that is calculated based on conversion rate in the database so the total revenue is correct. 3. Invoice Custom Field Behavior changing, width of dropdow...
...a proficient business analyst tasked with requirement gathering and analysis of my CRM systems. The key objectives of the role include identifying customer preferences and analyzing market trends through detailed data collection. Potential candidates must have demonstrated experience in the following areas: - Solid understanding and hands-on experience with CRM systems - Proficient in requirement gathering and analysis - Excellent data gathering and interrogation skills - Able to provide insights into market trends - Must offer strategic recommendations on process improvements. Applicants with a knack for turning data findings into actionable insights would be favored. An in-depth understanding of CRM Systems, market trend analysis, and customer preference ide...
Are you a talented app developer with expertise in Bubble and CRM integration? We're looking for someone like you to join our team on a freelance basis and help us bring our vision to life! Project Overview: We're seeking a skilled developer to design and develop an app using Bubble that seamlessly integrates with our CRM system. The app will streamline our processes, improve efficiency, and enhance user experience by providing a user-friendly interface for managing contacts and data. Key Responsibilities: Collaborate with our team to understand our CRM system and business requirements Design and develop a user-friendly app using Bubble that integrates seamlessly with our CRM Implement features for managing contacts, data entry, and reporting Ensur...
I'm seeking a skilled MEAN Stack developer to improve our existing web application. Your tasks will involve multiple areas including: - Modifying existing features for better functionality - Reworking the user interface - Enhancing performance - Refactoring and remediation activities The developer should be proficient in using Git and Azure DevOps, Zoho services (subscriptions, CRM), Firebase and have previous experience with Azure resources. A working knowledge of Agile or Scrum methodologies, unit testing and code coverage is also required. It's important that you have proven experience with both the front and back-end of web development, as this is a full-stack position. While it's not required for this job, experience with e-commerce functionality, social netwo...
...search of a talented developer to create a web-based CRM system for my business. Here's what I need: - The CRM system should be accessible through a web browser. - Its primary function will be sales tracking. I want a solution that will help me monitor and manage sales effectively. I envision the CRM system to perform sales tracking in the following ways: - By individual salesperson: The system should show the performance of each salesperson. This way, I can analyze their work, reward high performers, and provide feedback to those who need improvement. - By team: It should also provide an overview of each sales team's performance. This will help me assess the overall productivity and effectiveness of my salesforce. - By product/service: The CRM...
...involve adding a back office and payment system that will be database-driven. - The system should include user management capabilities, payment processing functionality, and robust sales and customer record tracking. - Specific features for user management include: user registration, login, and profile management. - For the payment system, you'll need to integrate a payment gateway, provide for invoice generation, and ensure that the system maintains comprehensive transaction history tracking. The website is already designed, so your task will be to add the necessary functionality to make it fully operational. Your role will be to ensure that the database is set up properly, the user management features are intuitive and secure, and that the payment system is seamless and...
Project Description: We are seeking an experienced and React.js developer to join our web development project. The main goal is to integrate APIs into a pre-existing template and add specific functionalities for a multi-company business management system. The system must be capable of managing multiple companies under a single platform, allowing administrators to easily switch betwe...translation (only the English version, we will take care of the other languages) Functionality for administrators to switch companies. API URL: template (Already purchased; upon project award, the front-end code will be provided)
I'm looking for an experienced professional who can help me optimize my Zoho setup. Here's what I'm looking for: - **Features**: The Zoho setup should include robust features for cont...The interface should be user-friendly and intuitive for our small team. - **Integration**: I need this setup integrated with a phone program. The ability to sync data seamlessly across these platforms is crucial for our workflows. Ideal candidates for this project are those with a proven track record of setting up Zoho for real estate or similar industries. You should be proficient in customizing CRM systems and ensuring smooth integration with other platforms. Your expertise will help us streamline our operations and enhance our efficiency. A good communicator and problem-solver wou...
We are looking for a Zoho consultant with expertise in building applications using Zoho Creator. Should understand Zoho CRM functionalities. Please apply only if you have worked with Zoho Creator applications before. The project is to build a few custom functionalities using the Zoho Creator application.
...secure system for managing bookings efficiently. - A dynamic platform for sign-up as a tenant or owner with verification through email and mobile SMS code systems. - Email notification system, alerting after successful property listing and routing responses to the website admin. - An interactive admin dashboard showcasing all listings and consequent requests with daily and monthly statistics. - An invoice generation system. - A comprehensive control system for the admin to manage users and finances. For Tenants: - An intelligent search system for properties. - An integrated platform for making bookings and facilitating payments. The ideal candidate should have experience in creating similar platforms and proficient at writing an elegant, clean code. Understanding users' a...
My main focus for this p...diagram and help me translate a class diagram into well-crafted Java classes. Key Tasks: -Create diagrams - Translate a modified class diagram into Java classes - Ensure the Java classes are correctly implemented according to the diagram Your responsibilities will include: - Adding products to the rental cart - Calculating rental fees and duration - Processing payment - Generating a rental invoice Your expertise in Java and software design will be crucial for this project. I anticipate that this task will involve a deep understanding of class design as well as an understanding of the rental business process. Please include examples of your previous Java projects in your bid, and any experience with class and sequence diagram interpretation would be a...
Please send me your Dashboard visual - if you already did the same for other clients - ...data. Key Responsibilities: - Design and configure a Zoho dashboard that tracks and analyzes our revenue, expenses, and any patterns in our sales and customer relationships. Ideal Skills: - Zoho dashboard configuration - Zoho analytics - Data Visualization - Financial Accounting knowledge - Understanding of CRM data The ideal freelancer for this project should hold considerable experience in creating business analytics solutions with Zoho. A keen understanding of financial data, CRM analytics, and excellency in data visualization is paramount. Please note, my interest lies in daily data analysis. If you're confident in your ability to meet these requirements, I eagerly look for...
1. Introducción: El presente proyecto tiene como objetivo principal desarrollar un sistema integral de ERP & CRM utilizando la plataforma Odoo para optimizar los procesos comerciales, administrativos y de atención al cliente de [nombre de tu empresa], proveedor de servicios de Internet (ISP) en Ecuador. 2. Funcionalidades del ERP: Ventas: Implementación de un módulo de ventas que permita gestionar el proceso completo de ventas, desde la captación de clientes hasta la generación de órdenes de venta y seguimiento de pagos. Facturación: Desarrollo de funcionalidades para la generación automática de facturas conforme a la regulación ecuatoriana de impuestos, incluyendo la gestión de retenciones y ...
I'm looking for an expert who can setup ZOHO One along with various applications including Books and Projects. Here's what I need specifically: ZOHO Books: - Invoicing: Setup my invoice system in such a way that it's easy to use and efficient. - Expense tracking: I need help to setup a system that can accurately track all my business expenses. - Inventory management: I want a solution that provides me with real-time inventory data. Ideal Skills: - Extensive experience with ZOHO One (Books and Project setup). - Ability to customize features for our specific needs. - Excellent communication and understanding towards clients' requirements. - Proven record in setting up efficient and user-friendly workflows. Your bid should include a plan of action for setti...
...freelancer to assist with website development for our real estate agency. The key features are relatively basic and can be covered by the existing Wordpress theme, Houzez. However, additional adjustments and custom coding are required to meet our specific needs. The project has already been partially started, providing a solid baseline for you to work from. The theme and changes includes a backend CRM that also requires custom work. We aim for completion within a week and will only consider candidates who can commit to this timeframe. Payment will be made in one milestone upon successful and timely completion. Due to previous negative experiences, we are firm on this payment structure. We will provide reference websites and detailed explanations, so there's no need to cre...
About us: BA Marine is 3 years old company with a track record of USD 15 Million value of transaction of 60 vessels in GCC during the past 3 years and operated by the owner alone that generate 60 exi...-Approaching users on LinkedIn targeting C-Level, Doctors, Engineers etc who are based on Arabian Gulf seafront cities. -Inviting users on public groups or any other boat lovers communities to join our FB page or to follow us on Instagram. -Nurturing clients who inquired about any of our services and set them if they are qualified and interested. -Updating all generated leads and/or appointments into CRM. -Providing EOD report for all activities. Required Skills: - Excellent communication skills. - Experience in using social media for cold outreach is a plus. - English and Arabic pr...
... I am using Zoho CRM Contacts module to capture all merchant information, including payments and delivery details. For most of the integrations with other common apps I am using Zoho Flow. As part of the payments, I am using Curlec by Razorpay (Curlec) to collect once off payment (for full upfront for hardware) as well as recurring payments (monthly data connectivity) via direct debit. Curlec obviously is not in the list of supported apps in Zoho Flow but they do have APIs. I want to be able to: 1) Push information to Curlec's direct debit authorization form (so the merchants don't have to key in the details again) such as merchant name, bank name, bank number, etc. 2) Pull information from Curlec once direct debit authorization is completed to be updated into my Zoho ...
...effective e-mail marketing campaigns. You should be an individual with strong command of English, and a creative mindset to help push the boundaries of our digital marketing efforts. Responsibilities Include: - Creating Social Media Posts (image + content) on Instagram and Twitter; - Doing community management in social; - Creating e-mail marketing campaigns; - Creating blog posts; - Managing a CRM (Monday); - Ability to create reports with insights; The end goal of our marketing efforts includes both increasing brand awareness and driving website traffic which ultimately fosters lead generation and customer engagement. Our target audience encompasses a wide range which includes general consumers, B2B businesses, specific age groups and the local community. The ideal ...
I'm looking for a freelancer skilled in WordPress website maintenance and OdOO CRM integration who can assist on an ongoing basis. Ideal candidates will have: - Proficiency managing and updating WordPress themes, plugins and content - Experience integrating OdOO CRM with webmail and email marketing automation solutions - Expertise in setting up lead generation on social media platforms such as Facebook, Instagram, and LinkedIn Looking forward to collaborating with individuals who have a keen eye for detail and are comfortable with maintaining high traffic websites.
I'm currently looking for a professional who can help me with three aspects of my business: developing a CRM system, creating a trustworthy company logo, and setting up a website with a contact form. CRM SYSTEM: - The primary focus of the CRM is customer management, so it must be tailored for this purpose. - It should be intuitive and easy to use, as it will be accessed by multiple team members. LOGO DESIGN: - My company's logo should reflect trustworthiness. It needs to be simple, elegant, and professional. - Should be easily recognizable and suitable for use across various platforms. WEBSITE DEVELOPMENT: - The website should have a sleek, modern design. - Its primary function is to inform visitors about my company and offer a means of contact. - The webs...
I am looking for a skilled software de...to capture all the necessary information about our clients. 2. Purchasing History Tracking: An integral part of the software is tracking our client's purchasing history. For this aspect, we require the software to generate detailed invoice copies. This will not only help us track sales and revenue but will also provide valuable insights about our client's buying habits. 3. Inventory Management: The software should include a comprehensive inventory management system to help us handle our stock effectively. I am looking for someone experienced in CRM integration and creating custom fields for data entry. A strong understanding of inventory management systems will also be advantageous. Your expertise in these areas cou...
I am looking to expand my phone unlocking website by integrating a Dhru Fusion API portal(currently only have a PHP portal). The goal is to connect with m...experience with API integration, specifically Dhru Fusion API. - Comprehensive understanding of PHP enabled websites. - Familiarity with product listing and web design for effective display of imported services. - Knowledge in the phone repair tools and dongles industry would be beneficial. Also a payment gateway that allows customers to buy credits for site via PayPal square stripe binnance Add a crm that allows you to edit colours of page elements edit and add or delete pages edit logo and name and a file manager And add a seo magnate Thus, if you're skilled in API integration and ready for a challenge, please bid o...
I am looking for a developer with a focus on backend operations and experience with C#, MSSQL, and WordPress eCommerce integrations. The primary task is deduct stock in azure ms sql stock table when order placed in wordpress e commerce create comand for performa invoice when order placed in e commerce Key Skills Required: - Strong experience with MSSQL and WordPress - Expertise in inventory management system integrations - Understands the intricacies of WordPress eCommerce platforms budget $70
...appointments for our sales representatives with qualified prospects. - Maintain accurate records of all interactions and appointments in our CRM system. - Collaborate with the sales team to optimize outreach strategies and achieve sales targets. - Provide regular feedback on lead quality and appointment scheduling process for continuous improvement. Requirements: Proven experience as an Appointment Setter or similar role in sales or customer service. - Excellent communication skills, both verbal and written. - Ability to effectively engage with potential clients and build rapport. - Strong organizational skills with attention to detail. - Proficiency in CRM software and basic computer skills. - Self-motivated with a results-oriented mindset. - Availability to send at leas...
...productivity. -Builds relationships to create a positive, professional work environment that focuses on providing exceptional customer experiences and increases the customer base. -Maintains a sense of urgency to promptly respond to our customers needs. -Leads by example and promotes a “customer centric” attitude at all times. -Keeps track and monitor performance of appointment/lead cost in our CRM and prepare reports for management. -Develop and maintain a successful rehash program bringing in additional revenue from past sales opportunities Requirements: Minimum of 1-3 years of supervisory experience in a high-volume sales call center managing teams of at least 3-15 (or more) representatives is required for this position. (In-Home appointment setting is a major pl...
...refine demo tracks, presentation formats, and outreach approaches. **Requirements:** - Proven experience in marketing, PR, or a similar role within the music industry preferred. - Strong understanding of the music industry, including key players and emerging trends. - Excellent communication skills, both written and verbal, with an ability to craft persuasive and customized emails. - Proficiency in CRM software and email marketing tools (e.g., MailChimp, HubSpot). - High level of organization and attention to detail. - Ability to work independently and manage multiple tasks simultaneously. - Creative thinking and problem-solving skills. - Strong networking skills and a knack for building relationships. **Preferred Skills:** - Fluent English , French would be great too, but not ...
Hola, busco un sistema que reciba los lead que llegan desde las campañas de Facebook Formularios y tiktok formularios. en la primera etapa solo me interesa esos 2, que me apenas llegue un formulario este lo reciba y lo envie por mail o whatsapp al dueño de la campaña. la idea es hacer algo como esto:
I am seeking to connect my WPForms through Zapper to a custom Salesforce object. The form has dropdown menus that need to map to salesforce. The role requires the automation of data entry to efficiently track leads. It will involve significant work with WPForms, Z...Salesforce object. The form has dropdown menus that need to map to salesforce. The role requires the automation of data entry to efficiently track leads. It will involve significant work with WPForms, Zapper, and Salesforce, so experience with these platforms is crucial for success. Ideal Skills and Experience: - Comprehensive knowledge of WPForms, Zapper, and Salesforce systems - Expertise in CRM and lead tracking methods - Proven experience in automating data entry processes - Strong understanding of data privacy r...
I'm looking to migrate my existing WordPress website to Odoo. The main purpose of this migration is to integrate my website with the Odoo CRM/System. Ideal skills and experience: - Proficiency in WordPress and Odoo - Prior experience with website migrations - Knowledge of e-commerce and CRM integration Please ensure you have the necessary skills to handle this project efficiently.
I'm in immediate need of an expert with proficiency in Odoo extension development, for a project with undefined specifications. The right freelancer should: - Have extensive experience in Odoo, with the ability to work on any version. - Boast strong skills in various aspects (such as inventory management, CRM integration, or accounting integration) to handle uncertain project requirements. - Be capable of delivering a fast turnaround as the project needs completion ASAP. If you're flexible, adaptive, and thrive under pressure, I want to hear from you. Your ability to deliver high-quality work promptly will be key in this role.
...potentially implement email marketing campaigns. - Social Media: Integration with various social media platforms to enable easy sharing of our content and Ideal Skills and Experience: - Proficiency in web development, with a proven track record of creating sleek and functional business websites. - Experience in integrating various third-party services like email marketing platforms, social media, and CRM systems. - Strong understanding of UX/UI design principles to create a user-friendly and engaging website. - Excellent communication skills to understand our business needs and tailor the website accordingly. - Familiarity with SEO best practices to ensure the website is optimized for search engines. If you're confident in your ability to deliver a high-quality website th...
I'm looking for a developer to create a simple, intuitive CRM system tailored for my handyman business. Essentials for this project are: - A comprehensive Customer database - Appointment scheduling feature - Efficient Task management system Integration with WhatsApp is a must, and should include the ability to: - Send automated messages - Receive and reply to messages Additionally, the system should have an interactive order form where customers can provide: - Service options - Quantity/measurements - Preferred date and time - Price per item Ideal candidates for this project will have proficiency in CRM development, an understanding of the service industry, and experience with WhatsApp API integration.
I am looking for a developer with a focus on backend operations and experience with C#, MSSQL, and WordPress eCommerce integrations. The primary task is deduct stock in azure ms sql stock table when order placed in e commerce create comand for performa invoice when order placed in e commerce Key Skills Required: - Strong experience with MSSQL and WordPress - Expertise in inventory management system integrations - Understands the intricacies of WordPress eCommerce platforms budget $70
About us: BA Marine is 3 years old company with a track record of USD 15 Million value of transaction of 60 vessels in GCC during the past 3 years and operated by the owner alone that generate 60 ex...-Approaching users on LinkedIn targeting C-Level, Doctors, Engineers etc who are based on Arabian Gulf seafront cities. -Inviting users on public groups or any other boat lovers communities to join our FB page or to follow us on Instagram. -Nurturing clients who inquired about any of our services and set them if they are qualified and interested. -Updating all generated leads and/or appointments into CRM. -Providing EOD report for all activities. Required Skills: - Excellent communication skills. - Experience in using social media for cold outreach is a plus. - English and Arabic&nbs...
I'm looking for a freelancer to create custom fillable PDF invoices with a payment section. - The invoices need to include the following fields: -- Customer information -- Invoice number -- Date -- Item description -- Quantity -- Unit price - The payment section should include: -- Payment methods accepted The goal is to simplify our invoicing process and make it easier for our clients to provide payment. The ideal candidate will have experience in creating user-friendly fillable PDFs and a good understanding of accounting processes. It's important that the design is professional and easy to use. Please provide any relevant samples of your previous work in your bid.
