Install vtiger and create the PDF Templates required.

Lukket Opslået 7 år siden Betalt ved levering
Lukket Betalt ved levering

I need some one to start working right away.

Im starting as an insurance broker and need for help installing and creating the templates for vtiger.

It works this way:

A) A template is sent to the client with his actual insurance so he knows what he has and he can request changes or keep the conditions the same.

B) If conditions required by the client are different or the same they are noted in the template.

C) The template with the requirement gets sent to the insurance companies so they can quote which then they send a quotations in a pdf files and we transcribe it into a template with the different options to sent them to the client.

D) The client selects the option which best fits him and then a confirmation email is sent to the client with the conditions of the policy, the policy number and expedition date.

They are 13 services for all each of them have an excel sheet im using right now to do the process I described before.

I need someone who can do the complete project. When they go in the quotation module they should be able to pick between the 13 templates to start.

If you need to discuss futher please tell me. I have the excel file so you can see how I currently work.

I need a specialist in vtiger. IF YOU ARE NOT A SPECIALIST IN PDF TEMPLATES DO NOT BID.

Thanks.

vTiger

Projekt ID: #10133815

Om projektet

14 bud Remote projekt Aktiv 7 år siden

14 freelancere byder i gennemsnit $1193 timen for dette job

radus28

Hi Can you provide following 1. Sample Template (with data) sent to client 2. Sample PDF from insurance 3. The excel sheet with services About me 1. I have done about 20 project in vtiger through Freelancer, Flere

$888 USD in 20 dage
(29 bedømmelser)
6.6
vnitdev

Hello, I'm vTiger developer and have 3+ years experiences with it. I read your job descriptions and ready to discuss about your project. After discuss, i can make demo for you before you choose my bid. Waiting fo Flere

$1250 USD in 20 dage
(56 bedømmelser)
6.1
opensourcedev21

vtigercrm/CRM expert here. Have implemented CRMs for several Organizations in past. Have experience on vtigercrm/CRM of more than 6 years and total experience in web application development of more than 8 years. Pleas Flere

$833 USD in 15 dage
(21 bedømmelser)
4.9
marketingmindz

Thanks for inviting us. We'd request you to please share the excel sheet you've so that can go through it and there'd be no gaps. We checked your 4 points and pretty much understood the process and would like to Flere

$1000 USD in 20 dage
(4 bedømmelser)
4.2
dishanimje

Hello, As per your post, I have understood your requirement. We have good experience in VTiger applications.. We are a Global IT company having 60+ developers In-house and can work on various technologies as pe Flere

$947 USD in 20 dage
(1 bedømmelse)
3.7
quickleadsindia

We are among the TOP 0.037% freelancers from the total 18,368,731 freelancers in the site. Greetings, Hope you are fine. I have gone through your requirement. I have worked in more then 500+ websites/ web portals. Flere

$750 USD in 10 dage
(0 bedømmelser)
0.0
leadconcept

Dear Sir, I have read your project description & understood the initial requirements but yes please send me the Excel File. So, please click on the chat button to schedule a meeting time, after that I can revise Flere

$1578 USD in 35 dage
(0 bedømmelser)
0.0
rti56ceaaaaddc70

Hi, Myself Ravi Tiwari a Zend Certified PHP Engineer having hands-on Senior Technologist with over 9+ years of experience in IT industry with over 3 year experience in PHP MVC frameworks like Laravel, Yii, Cake PHP a Flere

$1444 USD in 20 dage
(0 bedømmelser)
0.0
meet2amitvw

Let's discuss more about project to finalize the proper scope with estimated cost and time so ping me over the freelancer chat. I am myself developer so you will directly work with me. No mediators. No managers. No Flere

$1469 USD in 20 dage
(0 bedømmelser)
0.0
agradeveloper

Myself is one of the key developer at freelancer and I have good working experience with Vtiger and SugarCRM.I have more that 5+ year experience with different open source technologies. Different type of Servi Flere

$1361 USD in 20 dage
(1 bedømmelse)
0.0