We nee this VERY quickly please:
We need a way to do the following online...
If you have a script that may work already, please show us what you have!!
•Web Based Program with Login using Username and Password.
•Ability to have a line item to subtract a down payment
•Specify Admin or Sales Rep Rights
•Ability to enter and maintain our products, services, and prices in the Admin area via Gui to build a product database that can be easily modified when products change or the price is modified
•Have a customized quoting system that can pull products and services from the above database and create an attractive Quote sheet that can be emailed to the client via PDF , along with documents that will reside in the sales database.
•Ability to email the custom quotes out and attach pre-defined attachments to our clients from an integrated document library
•Ability to offer a % discount as a line item in the quote.
•Ability to store that clients info along with the ability to track the emails sent to them and a way to tie any and all signed contracts from that customer by simple search
•Have the application built around the look of our website
•Ability to merge a quote into our TOS and Contract to be ready for mailing via PDF
All would be accessed by employees only.
Customers will not need to have access to any of the features other thank emails the system sends them.
Please PM me if you would like more info!