We need a module to be added to our VTiger CRM to generate tour packages proposals to be send by e-mail. This module has to use the "Services" module of VTiger as the primary source of data to generate the proposals. An option to upload Images to be attached to each service will be needed.
THE DEVELOPER MUST KNOW VTIGER ARQUITETURE AND HOW TO DEVELOP MODULES WITHOUT CHANGING THE VTIGER CORE SOURCE CODE. WE MUST BE ABLE TO UPGRADE VTIGER VERSION AND ADD THE NEW MODULES WEN NEEDED WITHOUT NEW DEVELOPMENTS (WE'RE AWARE THAT SOME CODDING MAY BE NEED IF VTIGER CHANGES ITS CORE AND IT AFFECTS THE NEW MODULE).
The general process and results must be like this:
1. We input service data using the VTiger "Services" module. All the data we need is already there, we just have to add the images to be linked with the service;
2. We start a "Quote" (VTiger "Quote" option for a Contact) and add the services for the quote (Flights, Hotels, Car Rental, etc). This can be done with the VTiger core functions (no need to customize here);
3. We use a new option (must be developed, inside the VTiger "Quote" option) to "Generate Proposal". This new option, to be developed, has to get data from the "Contact", from the "Quote" and from the "Services" items used in the quote (including images) to generate a HTML proposal to be send by e-mail to the customer ("Contact") using the e-mails servers configured in our VTiger settings. The proposal must be saved and attached to the quote to be approved by a manager (VTiger workflow take care of it. All the developer has to do is allow the HTML proposal to be saved within the quote). The manager must be able to change the numbers in the quote (VTiger allow it already) and regenerate the HTML proposal. The previous proposals must be kept and the system must provide a way to these older versions to be viewed.
4. The proposal is sent to the customer by e-mail when the user clicks on a button to do it. It's important that a window confirm the user intention before the proposal is sent. A comment with the date/time and the user that send the proposal must be added to the "Quote" and to the "Contact".
Attached is a PDF that shows an example of how the HTML proposal must look like. The services descriptions are in Portuguese, but you don't have to worry about it. All the development must be done in English and the prices in USD.