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Website and quote to contract tool w/ admin tools

Convert an existing website to a new design. Design an on line quote and contract management tool.

New website will be similar to the existing website design of [url removed, login to view] but will use all the content from [url removed, login to view] and more content or different content

I have 2 versions of the quote tool today.

[url removed, login to view]

[url removed, login to view]

The first one is ok. The 2nd one is much nicer but the developer cannot finish it. I can get the code for it if you can reuse it.

The 2nd tool is the tool I want. I want it to be able to give a customer quotes for multiple services. I want the quotes to load into a shopping cart tool of some sort. The developer built his own shopping cart instead of using an existing one. I don't care either way how this is done as long as it is scalable and easy to use.

Requirements:

* Ability to add services to the tool at any time. Any type of similar service with the ability to change the questions, answers and calculated price.

* Discounting/Coupon - with admin capability. Discounting at the ITEM level- example- A customer might buy gutter cleaning and window cleaning and we would give them a discount coupon for gutter cleaning in the shopping cart only. or a total cart discount.

* This is for services that have multi tiers to them- Could be multi year terms, could have multiple service addresses, multiple services per customer- Standard product catalog will not work.

The 1st tool takes the customer information and adds it to a CMS that acts like a contract management tool. That's ok but I need a more powerful contract management tool. I need to know all customer information, contract details such as services they bought, services performed, next service dates and more.

Admin must be able to add new services to the quote tool, add/change discount coupons, add change all quote parameters, manually add, edit and delete contracts and or customers.

Behind the scenes there are all kinds of things happening. Customer enters a quote and the admin gets an email with quote details. Customer requests quote review and the admin gets a link to the quote. Today the admin can change the quote and the customer gets an email with the changed price but the new discounting engine could replace this. Example. Customer puts in quote, asks for discount, admin agrees to 10% discount and sends the customer back the discount coupon code with the link to their unique quote so the customer can input the coupon code and complete the checkout process.

ecommerce engine for payment is not included here. Our customers pay us after we do the work so we do not need a payment shopping cart,. We will want the ability for the customer to enter an invoice number and make payment on line after the service is complete. This is NOT in this first phase of work. But some level of integration to paypal will be required.

SEO friendly, Google Analytics embedded, clean well documented code, Lots of milestones and payments set to them.

This is Phase 1. Phase 2 will have integration to payment, Quickbooks, Google maps and more. Your bid should include on going hourly rate for staying on this project. This is a long term project. Do not bid if you cannot commit to long term on this.

Note- It is ok to go to the first website and complete the quote process to contract to on line account. I will delete the entries when done. You can request an on line quote and/or request quote verification

Færdigheder: Grafisk Design, MySQL, PHP, Web Design, WordPress

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Om arbejdsgiveren:
( 12 bedømmelser ) Derby, United States

Projekt-ID: #981987