We currently have a web form that emails a quote request to a designated email address. We need to store the collected data in a database and reply back to the client with the requested quote and be able to close the Quote request with different statuses.
We are needing a php online program installed that will do the following…
Features Need will be: Form is located at [url removed, login to view]
a) Collect form data from the Client
b) Allow Potential clients to login to check status of quote and perform actions:
c) Email customers with Quote Data and the ability to click on a hot link to accept and complete booking or deny.
d) Email multiple email address with a completed quote.
e) Ability to resend a completed quote
f) Customer can be tracked by name, email address, ip address and relative information..
g) Customer account will be created based off the tracking information…
a. When a customer puts in a new quote the system should be able to recognize them by name, phone number, email address, ip address or a combination of any information.. if the system is unsure it will ask them if they are wanting to enter in a new quote or update and old quote..
Admin / Staff Back End
a) Allow employees to Log in to work on quotes that have not been worked on.
b) Change the status of each quote
c) Assign quote request to a all staff, specific staff, or a Group
d) Alert staff of new Quote request for their area
h) Prepare a quote and email a customer with the quote for them to take action now.
Individual Quote Request will be able to have multiple quotes to accept or deny until the quote request is closed or completed.
Staff Quote Request Preparation Form
1) Quote form should calculate the following Staff Entry Fields
a. Pick/Delivery Date – Pickup/Return Date = Nights Kept (information collected in the customer form)
b. Rental rate = Nights Kept x Daily Rate (Manually entered)
c. Basic Delivery Charge / Pick up Charge
d. Extra Mileage Charge (Charge) + Manual Field Explanation
e. Insurance Daily Rate
f. 4 Optional Fields Line that can be calculated to be a Onetime Charge or Daily Charge
g. Taxes and Fees
h. Grand Total
2) Profit = Total Quoted from our Vendor minus – Amount Collected from Customer
And 4 other lines of deductions With Description Fields
Total final Cost
Any fields without data should not be visible to the customer.
3) Quote Form will also store private Vendor data not visible to the public.
a. Possible Vendor(s) for this specific quote
i. Inventory from possible inventory
b. Ability to add a new vendor or manually enter in inventory specs that are visible or not visible to the client
c. Vendor Data and Vendor inventory should be stored as well for later retrieval
4) Quote form should collect Private and public notes
All Quotes can be edited or updated by staff
Client Back end.
Each individual client quote requested created from the Form can have multiple quote to be accepted or declined
a. Accept the Quote or Decline the Quote.
a: on accept the script should collect data to close Quote. Example payment information, contact information, create a invoice number, etc..
b: on deny the script should ask them if their decision is because the price is too much, if there has been a change in plans, or other.
1) If its because of prices then the script should ask them what price range would they fill more comfortable with. And if they answer that question the script should ask them if it is OK prepare them another quote based off of their budget.
b. Ability to Request a new quote
c. Request update on specific quote
d. Add question or comments to any quote.
e. Hide or show a quote.
I think you kind of got the basic gist of what we are trying to accomplish and everything above is not written in stone. All bidders need to include time penalties if not complete in the bidded amount of time promised by the promised amount of time. In the past we were planning on trying to modify some, ticket software, or auction software to get this project completed.