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Important (Please Read Before Bidding): Do NOT bid if you only have front-end or basic development experience We need someone with strong PHP backend + API integration experience Experience with integrations like QuickBooks, PandaDoc, Calendly (or similar APIs) is required Please share relevant past work or similar projects Generic copy-paste proposals will be ignored. To confirm you have read and understood the requirement, please start your proposal with: “I understand this is integration work inside an existing PHP CRM, not a new system.” Only experienced developers should apply. We need some integrations added inside our existing PHP CRM. We do not want any separate system or separate dashboard. Everything should work inside our current CRM only. Our main requirement is: QuickBooks From an existing client/prospect/deal inside our CRM, with one click we should be able to create the invoice in QuickBooks. If the customer does not already exist in QuickBooks, it should create the customer first, then generate the invoice. Invoice details/status should come back into our CRM. PandaDoc From the same client/prospect/deal inside CRM, with one click we should be able to send an agreement using our PandaDoc template. The document status should show in CRM such as sent, viewed, signed/completed. Signed PDF should be saved back into CRM. Booking / Calendly or similar We are flexible on the booking system side. It can be Calendly or another easy integration. Main purpose is that booking should connect with our CRM records. If staff books from an existing prospect, client details should auto-fill. If client books from website/public link, that data should come into the same CRM. Important: Existing PHP CRM only No separate portal Clean code Easy for our current developer to manage Proper API setup/settings Basic documentation/testing steps
ID do Projeto: 40389271
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Ativo há 20 dias
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236 freelancers estão ofertando em média $362 CAD for esse trabalho

⭐⭐⭐⭐⭐ I understand this is integration work inside an existing PHP CRM, not a new system. With over 18 years of industry experience in web and app development, CnELIndia stands out as your preferred choice for this project. Our extensive background and dedication to PHP backend and API integrations align perfectly with your requirements. We boast a proven track record of successfully integrating complex APIs such as QuickBooks, PandaDoc, and Calendly into existing systems. Our team’s deep expertise in CRM development ensures that we will seamlessly implement all the functionalities you need within your current CRM environment with clean code that is easy to manage for your developers. Not only will we enable you to create invoices in QuickBooks with one click, but we also ensure that the customer data synchronizes between the two systems flawlessly. Moreover, our integration of PandaDoc will not only facilitate easy agreement-sharing but also keep track of document statuses directly in your CRM and save signed PDFs for easy access. Lastly, on the booking system front, we are skilled in enabling auto-fill of client details from prospect or website bookings without any hassle.
$350 CAD em 7 dias
9,1
9,1

“I understand this is integration work inside an existing PHP CRM, not a new system.” I’m experienced in PHP backend and have worked extensively with APIs like QuickBooks, PandaDoc, and Calendly. I can implement these integrations seamlessly into your existing CRM. By creating invoices directly from your CRM and facilitating your client’s data sync with these platforms, I will ensure everything functions smoothly as per your requirements. I’ll make sure the code is clean and manageable for future development while providing proper documentation and testing steps. Let me know if you’d like to discuss further. I’m ready to assist you with a comprehensive and efficient solution. Best Regards, Priyanka
$400 CAD em 3 dias
8,5
8,5

I understand this is integration work inside an existing PHP CRM, not a new system. Your requirement for CRM integrations with QuickBooks, PandaDoc, and Calendly is clear. With my strong PHP backend and API integration experience, I am confident in handling this project efficiently. I have worked on similar projects in the past and can ensure seamless integration within your existing CRM. Please review my 15-year-old profile to see my extensive experience. Let's discuss the details further. I am ready to begin working on this project and demonstrate my commitment. Looking forward to hearing from you.
$300 CAD em 8 dias
8,8
8,8

YES----------Got the scope of work -----------I have extensive experience with similar PROJECT CRM Integrations API: QuickBooks PandaDoc Calendly ---->>I am highly qualified to do this job with high QUALITY ----- I am Passionate CRM/PHP/Full stack developer having rich experience with so many successful Tasks. I have some queries to give you accurate time and price Please ping me to get started and provide you great results. Thanks
$450 CAD em 7 dias
8,2
8,2

Hello, I understand this is integration work inside an existing PHP CRM. You need seamless API integrations for invoicing, document signing, and booking—fully embedded into your current workflow without creating separate dashboards. I have implemented deep integrations with QuickBooks Online, PandaDoc, and Calendly in custom PHP CRMs—handling OAuth, entity sync (clients/deals), webhook callbacks, and status updates. I ensure invoices, documents, and bookings are triggered in one click and synced back into CRM with clean, maintainable code. My approach: API auth > entity mapping > action triggers > webhook/status sync > testing and documentation. The Bid amount is subject to change and will be finalized after a complete project discussion. Happy to review your CRM structure and start immediately. Regards, Smile Mittal
$350 CAD em 7 dias
8,1
8,1

Good to see this project, I will wire QuickBooks, PandaDoc, and Calendly directly into your PHP CRM — one-click invoice creation with auto customer sync, one-click agreement sending with status webhooks and signed PDF storage, and booking linked to existing CRM records. For QuickBooks, I will use OAuth 2.0 refresh tokens and webhook listeners so invoice status updates push into your CRM in real time — no polling needed, which keeps things reliable and fast. Questions: 1) Which PHP framework does your CRM use — Laravel, CodeIgniter, or custom? 2) Do you already have API credentials set up for QuickBooks and PandaDoc? Looking forward to discussing further. Best regards, Kamran
$374 CAD em 10 dias
8,5
8,5

“I understand this is integration work inside an existing PHP CRM, not a new system.” Hi I can integrate QuickBooks, PandaDoc, and a booking system directly into your existing PHP CRM with no separate dashboards. I’ll enable one-click invoice creation, document sending with status tracking, and booking flows that sync client data both ways. Everything will stay inside your CRM with proper API handling. This will save time, reduce manual work, and keep all data in one place. Let’s connect and map your current CRM structure first. Thanks
$400 CAD em 10 dias
8,3
8,3

⭐⭐⭐⭐⭐ Integrate QuickBooks, PandaDoc, and Calendly into Your PHP CRM ❇️ Hi My Friend, I hope you are doing well. I've reviewed your project requirements and see you are looking for integration work inside your existing PHP CRM. You don't need to look any further; Zohaib is here to help you! My team has completed over 50 similar projects for PHP CRM integrations. I will create seamless connections for QuickBooks, PandaDoc, and Calendly to enhance your system's functionality. ➡️ Why Me? I can easily do your integration work as I have 5 years of experience in PHP backend development and API integration. My expertise includes working with QuickBooks, PandaDoc, and similar APIs. I also have a strong grip on database management and clean code practices, ensuring easy maintenance for your current developer. ➡️ Let's have a quick chat to discuss your project in detail, and I can provide samples of my previous work. I look forward to discussing this with you! ➡️ Skills & Experience: ✅ PHP Development ✅ API Integration ✅ QuickBooks Integration ✅ PandaDoc Integration ✅ Calendly Integration ✅ Database Management ✅ Clean Code Practices ✅ Documentation Skills ✅ Testing Procedures ✅ Troubleshooting ✅ CRM Development ✅ Client Communication Waiting for your response! Best Regards, Zohaib
$330 CAD em 2 dias
7,8
7,8

Hi, I understand this is integration work inside an existing PHP CRM, not a new system. With over 7 years of experience, WellSpring Infotech has gained deep expertise in custom software development across multiple industries, including CRM integration work like what you need. Our past projects have involved building smart, scalable digital tools for healthcare, eCommerce, fintech and more - skills that align perfectly with your requirements. Specifically, using our Wordpress CMS Development proficiency, we've handled a wide range of API integrations (including CRMs) as well as payment gateways among other third-party tools. In addition to this, we have strong knowledge of the modern tech stack including PHP and MySQL- which would prove crucial for your project's success. Overall, we excel not only in delivering high-quality code but also developing clean, user-friendly interfaces -- something that would resonate well with your need of easy management by your current developer. Lastly and just as importantly, my team understands that for any integration work to be effectively executed it's essential to maintain proper documentation and testing steps which ensures smoother functioning post-deployment. Thanks....
$400 CAD em 7 dias
8,0
8,0

“I understand this is integration work inside an existing PHP CRM, not a new system.” With 12+ years of experience in PHP backend and API integrations, we have delivered similar CRM integrations with QuickBooks, PandaDoc, and scheduling systems, ensuring everything runs seamlessly inside existing platforms. Approach: We will extend your current PHP CRM (no separate system) and integrate APIs using clean, modular code so your team can maintain it easily. Core Integrations: • QuickBooks: Create customer (if not exists) → generate invoice → sync status back to CRM • PandaDoc: Send documents from CRM → track status (sent/viewed/signed) → store signed PDF • Booking (Calendly or similar): Auto-fill client data → sync bookings into CRM records Workflow: User (staff) → opens client/deal → clicks action (invoice / send doc / book) → API triggers → response/status saved in CRM Key Focus: • Secure API handling & error management • Real-time status sync • Clean, maintainable PHP code • No disruption to existing system Deliverables: Working integrations, API configs, and basic documentation/testing steps Ready to start immediately and deliver a stable, scalable solution.
$350 CAD em 7 dias
7,7
7,7

HI! I am an expert web programmer. I have a lot of work experience in Laravel, Codeigniter, PHP, Wordpress, JavaScript, HTML, Vuejs, Reactjs, React Native, and MySQL. I can start right away. I want to discuss this project in detail. Please contact me to discuss more regarding this project. For more details Chat with me
$350 CAD em 2 dias
7,6
7,6

Hi there, I understand this is integration work inside an existing PHP CRM, not a new system. We’ve developed multiple CRMs with extensive integrations for QuickBooks, Calendly, and other platforms. We can create a seamless experience where your team can manage everything from one place, without needing to switch between systems. For example, we built a complete CRM for a client that included features like invoice generation, client management, and team management—all integrated with QuickBooks. We also developed a custom API to sync data between the CRM and QuickBooks, ensuring that everything was fully automated. In addition to PHP, I have strong front-end skills in Vue.js and React, so I can handle both back-end and front-end tasks as needed. Let’s schedule a 10-minute introductory call to discuss your project in more detail and see if I’m the right fit. I’m available at any time that works for you. I’m eager to learn more about your exciting project. Best regards, Adil
$400 CAD em 7 dias
7,3
7,3

NATIVE API INTEGRATIONS FOR QUICKBOOKS, PANDADOC, AND CALENDLY I understand this is integration work inside an existing PHP CRM, not a new system. Your focus on a single source of truth within your existing PHP architecture is the correct approach for operational efficiency. At Plan D Studios, we bring 12+ years of experience in Web Development and Software Development, specifically focusing on complex API Integration and CRM workflows. We don't build separate portals; we extend your current capabilities. The Strategy for Your CRM: QuickBooks: I’ll implement a check then create logic to ensure zero duplicate records, mapping your CRM deal data directly to QuickBooks Invoice objects via REST API. PandaDoc: We’ll utilize Webhooks so your CRM "listens" for status changes (Viewed/Signed), automatically pulling the final PDF into your MySQL storage. Calendly: We’ll map UID/Email identifiers to ensure public bookings sync to existing prospect records without manual entry. We deliver clean, modular code and full Documentation so your current developer can manage the extensions easily. Do you have the API credentials and Sandbox environments ready for QuickBooks and PandaDoc, or should we assist in setting up the developer apps? Regards, Haider
$350 CAD em 7 dias
7,3
7,3

Hello, I understand this is integration work inside an existing PHP CRM, not a new system. I can help streamline your CRM by adding clean and reliable integrations for QuickBooks, PandaDoc and a booking tool so everything triggers directly from your current records. My background is focused on PHP backend work and API workflows, so creating invoices, sending agreements and syncing booking data inside your CRM will be handled smoothly. I’ve built similar CRM-to-API connections before and can keep the code easy for your developer to maintain. Thanks, Teo
$390 CAD em 3 dias
6,7
6,7

I understand this is integration work inside an existing PHP CRM, not a new system. I can implement QuickBooks, PandaDoc, and Calendly (or alternative booking system) directly inside your current CRM using clean, maintainable PHP integrations without creating any separate dashboards. Everything will operate within your existing UI and database structure. For QuickBooks, I will implement OAuth authentication, customer lookup/auto-create logic, and one-click invoice generation from CRM deals. Invoice status updates will sync back into your CRM with proper logging and error handling. For PandaDoc, I will integrate your templates so documents can be generated and sent from any deal/client. I will track document states (sent, viewed, signed) and automatically store signed PDFs in your CRM with correct record association. For Calendly (or similar), I will connect booking events via webhooks so CRM contacts are auto-mapped. Existing clients will pre-fill booking data, and public bookings will be created as new CRM records seamlessly. All integrations will be built using structured PHP services, secure API handling, and minimal dependencies for easy maintenance by your current developer. I will also provide setup documentation and testing steps. Thanks, Asif
$400 CAD em 4 dias
6,9
6,9

I understand this is integration work inside an existing PHP CRM, not a new system. With my nuanced understanding of your requirements and my decade-long experience in software development, I am perfectly aligned with this project. One of the cornerstones of my expertise lies in integrating APIs seamlessly into existing systems, making sure it's user-friendly and clean as per your request. When it comes to QuickBooks integration, I have a proven track record of effortlessly creating invoices through APIs from within a client’s profile on the CRM. Pulling the necessary information into QuickBooks and pushing back the invoice details/status into your CRM will be a fluid process under my guidance. Merging pandas with docs is no bamboozle for me either! My command over the PandaDoc API ensures that agreement emails are triggerable at a moment’s notice from any client profile within your CRM. Additionally, I can extract real-time data on the agreement’s status and send back signed PDFs for secure storage in the system.
$300 CAD em 2 dias
6,5
6,5

Hello Sir, I understand this is integration work inside an existing PHP CRM, not a new system. Would you like to see a live demo of my integration capabilities with QuickBooks, PandaDoc, and Calendly within a few hours, with absolutely no commitment required? A working demo provides concrete evidence of my skills, making it far more valuable than just reviewing past projects or having lengthy discussions filled with assurances. Once you see the demo, you can confidently decide to award the project, ensuring its successful implementation for your CRM integrations. Regards, Smith
$350 CAD em 7 dias
6,5
6,5

I understand this is integration work inside an existing PHP CRM, not a new system. Your QuickBooks sync will fail if you don't handle OAuth token refresh properly - most developers hardcode credentials and the integration breaks after 100 days when tokens expire. Same issue with PandaDoc webhooks - if you're not verifying signatures, you'll process fake status updates. Before I map out the architecture, I need clarity on two things: Does your CRM use a framework like Laravel or CodeIgniter, or is it custom procedural PHP? And what's your current database structure - are client records normalized across multiple tables or stored in a single contacts table? This determines whether I build a service layer or hook directly into your existing models. Here's the technical approach: - QUICKBOOKS OAUTH 2.0: Implement token refresh logic with encrypted credential storage in MySQL. Build a queue system so invoice creation doesn't timeout on slow API responses. Map your CRM fields to QuickBooks customer objects with fallback handling for missing data. - PANDADOC WEBHOOKS: Set up signature verification and idempotent processing so duplicate webhook calls don't create multiple records. Store document status in your existing deals table with a JSON column for metadata. Download signed PDFs asynchronously and link to your file storage system. - CALENDLY INTEGRATION: Use their webhook API to capture bookings and match against CRM records via email lookup. Build a two-way sync so your staff can create bookings from deal pages with pre-filled client data. - PHP BEST PRACTICES: Namespace all integration code, use PDO prepared statements to prevent SQL injection, and implement proper error logging so your developer can debug issues without touching my code. I've built similar integrations for 4 CRM systems including a custom PHP platform that processed 2K QuickBooks invoices monthly. I don't take on projects where the existing codebase is undocumented. Let's schedule a 20-minute call to review your current code structure and API access before I commit to a timeline.
$320 CAD em 7 dias
7,0
7,0

I understand this is integration work inside an existing PHP CRM, not a new system. Having spearheaded more than 100 projects, I believe my 10+ years of experience as a Full Stack Developer and Digital Solutions Expert align very well with your requirement. Besides developing websites or in this case making smart API Integrations, I understand the importance of creating scalable, secure, and easy-to-maintain solutions for any businesses' long-term success. In the specific domain that you've mentioned - QuickBooks, PandaDoc, Calendly - I have considerable experience in building various integrations leveraging their APIs for multiple platforms. So effectively integrating these systems to your existing CRM will not only be feasible but also optimized. In addition to my technical proficiency in API Development, PHP development, MySQL and more; my clients have often appreciated my promptness, communication skills, and my commitment towards delivering effective results. So if you choose me for this job, you don't just get the expertise of an experienced developer but also a reliable partner who will ensure that every task is performed diligently and with utmost precision. I look forward to bringing your vision into reality!
$350 CAD em 7 dias
6,5
6,5

I understand this is integration work inside an existing PHP CRM, not a new system. Hello, I can integrate QuickBooks, PandaDoc, and a booking system directly into your existing PHP CRM using clean backend API connections (no separate dashboards or systems). QuickBooks: One-click invoice creation from CRM records Auto-create customer if not existing Sync invoice status back to CRM PandaDoc: Send documents using your templates from CRM Track status (sent, viewed, signed) Save signed PDFs back into CRM Booking (Calendly or similar): CRM-linked bookings with auto-filled data Public bookings pushed into CRM Staff booking tied to existing records All integrations will be clean, modular, and easy for your developer to maintain, with proper API setup and basic documentation. Timeline: 3–5 days Budget: $300CAD Ready to start immediately. Thanks and regards, Sushma
$300 CAD em 3 dias
6,4
6,4

Surrey, Canada
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