QR Code addon module for Perfex CRM

Description

QR Code Addon Module for Perfex CRM

QR Code Addon for Perfex CRM adds fast, reliable QR generation to your CRM—embed scannable codes on invoices, proposals, estimates, tickets, projects, emails, and portal pages. Perfect for agencies, SaaS teams, and service businesses that want frictionless payments, quick approvals, asset tags, and event check-ins directly from Perfex. Buy from wpshop.net to receive lifetime free updates and limited email support. Distributed under the GPL license—no domain limits, full source control.

Feature Highlights

• ⚡ One-Click QR on Documents – Auto-inject QR codes into invoice/proposal PDFs to link payment pages, approval forms, or client portals.
• 🧩 Deep Perfex Integration – Use merge fields ({qr_invoice_url}, {qr_proposal_approve}, etc.) inside PDF templates, emails, and custom views.
• 🎯 Dynamic & Static Modes – Generate dynamic (tracked) QR codes tied to entities or static codes for assets, rooms, or campaigns.
• 🎨 Brandable Output – Configure color, size, margin, error correction (L/M/Q/H), and optional center logo for on-brand QR codes.
• 🔐 Role & Permission Aware – Respects Perfex permissions; supports signed links and expirations for sensitive actions.
• 📈 Scan Analytics – Log scans by entity, time, device hints, and referrer to measure offline-to-online conversions.
• 🗂️ Multiple Data Types – URL, vCard, Email, SMS, Wi-Fi, Geo, custom payloads—ready for workflows and automations.
• 🚀 SVG/PNG + Caching – Crisp vector output for PDFs, with server-side caching for high-volume documents.

Detailed Overview

Bring offline audiences into your Perfex funnels with a scan. The module introduces configurable QR generators throughout the CRM: invoices link to client payment pages; proposals link to “Accept” with a tap; tickets expose secure status URLs; projects print room/asset codes; and marketing teams can drop UTM-tagged QR codes into printable media. Developers get hooks/filters and merge tags for advanced use—think kiosk check-in, on-site approvals, or field-service job sheets. Everything runs self-hosted under GPL for full transparency and long-term maintainability.

Comparison Table

Feature	QR Code Addon for Perfex	Generic QR Services / Manual Generators
Perfex Merge Fields	✔ Native tags for invoices, proposals, tickets	✖ Manual copy/paste, no entity awareness
Security & Permissions	✔ Honors Perfex roles, signed URLs	✖ Public links, no CRM auth alignment
Brand Controls	✔ Color, size, ECC, logos	◯ Often limited or paywalled
Data Ownership	✔ Self-hosted, GPL source	✖ Third-party storage & tracking
Automation	✔ Auto-inject into PDFs & emails	✖ Manual placement every time
Cost Model	✔ One-time—lifetime updates	✖ Monthly subscription tiers

Installation Guide

1. Download the QR Code Addon for Perfex CRM ZIP from your wpshop.net account.
2. Extract the ZIP locally. Upload the module folder to your server at application/modules/ (resulting path like application/modules/qr_code).
3. Log in to Perfex as Admin → go to Setup → Modules and Activate the “QR Code” module.
4. Open Setup → Settings → QR Code to configure defaults (size, color, error correction, logo, caching, tracking).
5. Update PDF/email templates:
   • Invoices: add {qr_invoice_url} or {qr_invoice_pay} to display a QR that opens the payment page.
   • Proposals: add {qr_proposal_approve} for tap-to-accept; {qr_proposal_view} for the public view.
   • Tickets/Projects: use {qr_ticket_view} or {qr_project_portal} in printable sheets.
6. (Optional) Enable CRON to prune logs/cache for high-volume environments.
7. Save changes and generate a sample invoice PDF to verify the QR renders correctly.

Licensing Information

This module is provided under the GNU General Public License (GPL). You may use, modify, and deploy it on unlimited domains and client instances. Purchasing from wpshop.net includes lifetime free updates and limited support via email for installation and basic configuration.

FAQs

Can I track how many times a QR was scanned?

Yes. The module logs scan events (timestamp, entity, basic device hints) and can display totals per invoice, proposal, or campaign.

Will QR codes appear in PDFs generated by Perfex?

Absolutely. Place the provided merge fields in your PDF templates, and the QR renders server-side as SVG/PNG.

Do I need any third-party API to generate QR codes?

No. Generation is self-hosted. You can optionally add a center logo or switch output format without external services.

Is it secure for approval/payment flows?

Yes. Links respect Perfex permissions. You can enable signed URLs and expirations for sensitive actions like proposal approvals.

Can I generate vCard or Wi-Fi QR codes?

Yes. Use the custom payload generator to output vCard, Wi-Fi, Email, SMS, Geo, or any URL with UTM parameters.

Why Choose QR Code Addon Module for Perfex CRM?

If you rely on Perfex for sales and service, this module is the fastest way to bridge print and physical touchpoints back into your CRM. It’s developer-friendly, respects your security model, and ships with merge tags that save hours of manual work. With GPL freedom, lifetime updates, and limited email support, you own the stack and scale without subscription bloat.

Make every document actionable with a scan. Get the QR Code Addon for Perfex CRM from wpshop.net today—add QR to invoices, proposals, tickets, and more, and convert offline moments into measurable results.