Week 01
08.-12. September 2014
08.-12. September 2014
First contact over the phone with Andreas Glocker from Fastmetrics, our client, for discussing the proposal.
Research about DocuSign and getting familiar with the processes of contract sending via desktop sharing.
Working on three different approaches for increasing the efficiency of the process:
Approach A: Generate the contracts completely with SugarCRM, and then upload it to DocuSign using the DocuSign Module for SugarCRM.
Approach B: Generate contracts with a dynamical Word template (VBA, Macro) using contact data from SugarCRM and then upload it to DocuSign.
Approach C: Generate contracts completely with DocuSign with manual input of customer data using DocuSign templates.
Fastmetrics | Week 02 | Week 03 | Week 04 | Week 05 | Week 06