Renewal and Billing Management System

A comprehensive renewal and billing management system that generates contract agreements based on HubSpot data, sends them to Dropbox Sign for signature requests, and creates invoices for subscriptions upon payment.

Project Roles

  • Software Developer: Setup the codebase, managed all dependencies, and developed all the modules.
  • Systems Designer: Designed the architecture of the system.
  • Integration Specialist: Implemented HubSpot and Dropbox Sign API integrations.
  • Documentation Writer: Wrote the systems documentation.
  • Code Reviewer: Refactored source codes to maintain code convention.
  • Dev Ops: Deployed the app to production.

Programming Languages

  • Python
  • Javascript
  • SQL

Technology Stacks

  • Django
  • Django REST Framework
  • Bootstrap
  • HTML 5
  • jQuery

Tools and Resources

  • HubSpot API
  • Dropbox Sign API
  • PostgreSQL
  • Redis

System Complexity Overview

  • The system integrates with HubSpot CRM to extract client data and subscription information.
  • Automated contract generation based on HubSpot data with dynamic content insertion.
  • Seamless integration with Dropbox Sign for electronic signature workflows.
  • Automated invoice generation and payment processing upon contract completion.
  • Complex subscription lifecycle management with renewal tracking and billing cycles.