Lukket

Wordpress form generator, admin panels and auto database info delete.

Project Overview

Our client XXXX has a small website, with a log in, for their brokers to access, to see current information and download forms.

To simplify life for their finance brokers, XXXX wants to introduce an 'easy form generator', where customer information is added once, and various forms (6) can be generated to a pdf file from that single customer info page. The broker can revisit each customers information, to update, or to generate other forms at a later date. After 7 days the customer information is deleted from the database, unless the broker has asked for a further seven days, upon which the data is deleted ( unless the broker requests a further 7 days, and so on ) The broker can also generate blank forms, or partially filled in forms from here. The broker has access to their own clients data only.

How it could work.

A broker logs into a secure area of the WordPress site, via pc, tablet or mobile, using an account/password approved by XXXX. From the logged in area, as well as reviewing news items, staff profiles, repossessed stock and more, they can navigate to a ‘customer forms area’. Here, they can go to their existing customers data pages, to generate pdf forms, create new customers or generate blank pdf forms. Each customer page holds all the information to generate any of the necessary forms, or partial information, if the customer cannot supply it all at the same time. Parts of the forms, such as the ‘asset details’ can be enlarged by clicking ‘add an asset’, so that multiple assets can be added. Once the form is filled in, the broker chooses which form they wish to generate and selects the ‘create @@@ form’ button. The data is checked and the broker advised IF the data is incomplete, but given the option to ignore each bit of missing data, unless the data is deemed ‘required’ at setup.

Seven days after first creating the customer account, the data is deleted from the database. If the broker requires more time they can add another 7 days, by resetting the delete count down. This can be done at any time until the data is deleted, but not after. This can be reset continually until the broker allows the data to reach the ‘7 days old’ point and it is deleted.

As a new customer account is created, their information is added to a database. Only the broker that created the account, and XXXX staff can access that data. The broker adds all the customer information that he has, but can add more at a later date ( subject to the 7 day delete )

The broker can also go direct to an individual form generation page, populate the page and generate a pdf document, but this information won’t be saved into the database ( other than for pdf generation ). /or/ The broker can also go direct to an individual form generation page, populate the page and generate a pdf document, and this will also create a part populated client account.

The outputted pdfs only exist for the moment, and can be 1) saved to the brokers pc/tablet/phone or 2) printed on the brokers printer.

Admin

XXXX login as an administrator, and they have a control panel that lets them add a new broker account, letting them control the broker logins and letting them remove / edit both customer and broker accounts when needed.

Deliverables:

Small wordpress site with log in

Individual broker admin, to add / edit new clients / client information / add time before data delete

Broker form generator that generates 6 different pdf forms upon request

Client XXXX admin - delete / create new brokers login and passwords. Access to any of the brokers customers.

There are 6 or 7 forms, that we will design, but you build. The example [login to view URL] is the most difficult, some are very simple. We will design and build the unlogged in website and some pages of the logged in website.

More information and a full brief will be available in late June/July and you will be able to requote if needed as the job may change as it is developed.

Evner: Programmering af database, MySQL, PHP, Programming, WordPress

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Om arbejdsgiveren:
( 2 bedømmelser ) Grimsby, United Kingdom

Projekt ID: #17163137

21 freelancere byder i gennemsnit $2950 på dette job

arhamsoftltd

Hi Dear, Good Day! After reviewing your requirements, I will gladly help you to develop a wordpress site with log in of individual and broker. New clients can be added/edited. There will many types of forms to be Flere

$5882 USD in 45 dage
(151 bedømmelser)
9.5
synapcs

[login to view URL] (The website which you might like, It is having a little bit same requirements as yours) [login to view URL] . (Having functionality of pdf download, generating forms etc) I have dev Flere

$5882 USD in 65 dage
(222 bedømmelser)
9.1
Softmania

Hi there, Thank you for reading our message. I checked the project description carefully, it would be great if I could chat with you as I have a few questions. Please know Wordpress is our main area of experti Flere

$2705 USD in 30 dage
(463 bedømmelser)
9.0
graphicaa

Hello, Following are my confirmation Wordpress form generator and admin panels. A simple wordpress website with the login option for brokers and The site to have an easy form generator module to create various for Flere

$2000 USD in 30 dage
(591 bedømmelser)
8.9
A2Design

Hello, We are a team of 30+ developers based in Russia. We have been working with WordPress and its many plugins for ages. Our latest WP projects: [login to view URL] [login to view URL] [login to view URL] [login to view URL] Flere

$3000 USD in 30 dage
(117 bedømmelser)
8.7
xtreemsolution

Hello, Hope you are doing well. I have checked your requirement that you need to create a wordpress form generator, admin panels and auto database user info delete. I would like to say that i have a team of mo Flere

$2352 USD in 30 dage
(113 bedømmelser)
8.5
bdsiddhi

Hi There, Greetings!! ✦ We are Real WordPress/Woo-Commerce Experts. ✦ I'm very much interested & confident to build a Form generator + Admin Panel + Auto Database as per your requirement. ✦ We have been working o Flere

$4000 USD in 45 dage
(211 bedømmelser)
8.5
sptechnocrats

Hi there, Yes I can easily understand the problem finance brokers face when it comes to the customer database, customer record, closing of the year because my brother is also a finance broker so I can easily underst Flere

$3058 USD in 20 dage
(198 bedømmelser)
8.2
shivmirthyusl

Hi There, Thank you for the opportunity. You are looking to develop a Small WordPress site with login with Individual broker admin, to add/edit new clients/client information / add time before data delete Broker Flere

$2647 USD in 30 dage
(252 bedømmelser)
8.2
raindropsin

Hello There, Just gone through PDF file [login to view URL] and also that 4 pages as well of course we can create that 4 page form then way you want and provide you whole functionality the way you want. I have more then 8 Flere

$3000 USD in 30 dage
(98 bedømmelser)
7.6
dinhbang19

Dear Sir/Madam! I am a senior developer in Vietnam. I have 12 years experience with LAMP, 10 years with jQuery. I expert: Wordpress, Bootstrap, HTML5 and some nother Frameworks, CMS PHP Please see some nearly wo Flere

$2000 USD in 30 dage
(151 bedømmelser)
7.6
WebWars

Hello there, I have 8 years experience in web design and development and I am really looking forward to work on this project. I am greatly familiar with wordpress customization and editing. In the meantime you ca Flere

$2941 USD in 30 dage
(221 bedømmelser)
7.7
fortranPRO

Hello there, Greetings from fortranPRO. I've carefully read mentioned requirements, also I've worked on similar projects to what you are looking for, and I'm confident that I can exceed your expectations. I've a Flere

$2500 USD in 30 dage
(147 bedømmelser)
7.7
dlbinfotech

I am an experienced WordPress Developer & webmaster and I can set up an entire WP site from hosting setup and installation to plugin configurations and theme customization. Past Work (WordPress Design & Development) Flere

$3700 USD in 35 dage
(85 bedømmelser)
7.1
dilpreet2012

Hi there, Thanks for sharing the description of what needs to be done, I am having 7 plus years of experience with Wordpress and I can assist you with the delivering of solutions required at your end, Please connect Flere

$1588 USD in 10 dage
(33 bedømmelser)
7.1
pixelagency1

Hello! I have got acquainted with your Wordpress form generator project requirements and have a proposal as well as some questions that we should discuss. My name is Alex. I am a representative of web agency Pixe Flere

$3000 USD in 30 dage
(32 bedømmelser)
6.8
snapycode

Dear Hiring Manager, Thank you for reviewing my proposal.I am among the top 1% WordPress developer with 98% score in freelancer WordPress skill test and with 8 years of experience.I will build you the custom WordPress Flere

$2777 USD in 45 dage
(61 bedømmelser)
6.7
sunsoftpro

Hi Employer, I have read your description and been interested in the project. Expert in PDF form generation and popuplate data from database, customer management, broker management and report functions. I'm ready to Flere

$1882 USD in 15 dage
(123 bedømmelser)
6.9
ipistis

Hello, I have been working on WordPress from last 10 years and have good experience in customization and new development. You can view my work and experience in portfolio section. please let me know when we can discus Flere

$1500 USD in 15 dage
(183 bedømmelser)
6.5
visionvivante

Hey, After analyzing the requirements, I am quite clear with the scope of the project. I believe that I can begin making valuable contributions to your project As I possess a wide range of abilities that combines wi Flere

$2647 USD in 30 dage
(36 bedømmelser)
6.4