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PandaDoc upload, Fields and Forms

I am looking for a person to conduct the following;

1) Upload/Rewrite documents on Panda

2) Set the input fields so that the forms are populated automatically

3) Ensure each form has an e-sign or acknowledgement feature

4) Create and maintain an inventory of forms hosted on Pandadoc, including form name, what are the textfields, textfield types, description of the textfield type

5) Provide input to developer to host form and textfield on webpage

6) Initiate e-sign to user by sending email to user to e-sign

7) Create automated email workflows when forms, textfields and e-signs are completed

8) Create automated email workflows when forms, textfields, e-signs need to be completed

9) Use a CRM like Active campaign (to be provided) to create email workflows

Interested applicant must complete one trial upload of a document on pandadoc, including e-sign feature

Evner: HTML, Documentation, Digital Design, Business Skrivning, Email Markedsføring

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Om arbejdsgiveren:
( 4 bedømmelser ) singapore, Singapore

Projekt ID: #21814965

7 freelancere byder i gennemsnit $179 på dette job

AlexeyKala

⭐ No problem ⭐ I have read your description carefully and very interesting for your project. More than 10 years of web development experience and excellent pixel perfect design. And JS (Mern stack and full stack), PH Flere

$140 SGD in 7 dage
(14 bedømmelser)
5.2
farsatech

Hi! Hope you are doing great. My name is Satyajit an expert in Web design and development. I have come to know that you needed support in your project. I would like to have the opportunity to discuss about the project Flere

$200 SGD in 7 dage
(13 bedømmelser)
4.5
fairchance

Dear Sir, Hi Thank you for providing us this opportunity to serve you in a professional and efficient manner. I am Top Pandadoc Expert and Senior Freelancer; here are my past work reviews: [login to view URL] Flere

$250 SGD in 7 dage
(13 bedømmelser)
4.9
kabiru389

Hi, I'm a Virtual Assistant with Email Marketing, Automation and Workflow skills and experience. Having prior experience with PandaDoc, I would be able to create docs, upload docs, use templates to create content, eSi Flere

$140 SGD in 5 dage
(3 bedømmelser)
2.4
surekha9365

Hey there! I am a software validation analyst and a technical writer by profession. I've seen your post and am interested in working on this project. In my experience, I've worked with multiple document management syst Flere

$210 SGD in 7 dage
(0 bedømmelser)
0.0
$155 SGD in 3 dage
(0 bedømmelser)
0.0
$155 SGD in 3 dage
(0 bedømmelser)
0.0