CRM, Submission and Quoting Portal

Cerrado Publicado hace 2 años Pagado a la entrega
Cerrado Pagado a la entrega

Portal that sales reps can log into, enter in specific information

I will need to generates a proposal based off the entered information. The generated quote will also need to have the ability to manually edit the "boxes" as need and then click generate quote to generate a PDF quote.

CRM integrated is a must

Being able to isolate the deals submitted by sales rep or organization is a must.

Workflow set up over view:

sales rep/ organizations, log in , enter prospect details and generate a preliminary quote that is save to each prospect

Global user access for my internal underwriting team can access all deals. My team can then email the file over to specified carriers via email in the portal.

Capability of date and time tracking is essential.

Sales pipeline Reports by broker and sales rep designated to a group are needed as well.

I have attached the quote template that the prospects name should populate into certain sections. on the "the numbers" page, I would like to manually enter in the numbers in those areas, as well as add rows to add more states and class codes as needed.

Also need the ability to generate a quote in the prospects name and have it populate in the desired fields, I will also need the ability to input numbers on the last page of the quote in certain sections

PHP HTML Diseño de sitios web CRM MySQL ERP ERP Software Arquitectura de software Desarrollo de software Software Documentation Workflow Consulting

Nº del proyecto: #30909825

Sobre el proyecto

36 propuestas Proyecto remoto Activo hace 2 años

36 freelancers están ofertando un promedio de $1056 por este trabajo

gahisharma

Hi, Hope you are doing well. We are a much expertise group of iOS, Android, Website developers, and Designers. We have developed Native Apps for various concepts like: #E-commerce, #Social Network, #Chat App - Voice Más

$625 USD en 7 días
(41 comentarios)
7.8
babitabubu

Hello I read your job brief. I can develop a CRM, Submission and Quoting Portal according to your requirement and some more details you share. I have 10 years experience and built several business software systems so Más

$3200 USD en 20 días
(343 comentarios)
7.9
ArkssTech

Hi Manager!! We checked for your project and interested in your project. Project: CRM, Submission and Quoting Portal I am skilled full stack developer with skills including MySQL, HTML, PHP, Website Design and CRM.
 I Más

$610 USD en 8 días
(63 comentarios)
7.2
ShrineWeb

I have a few queries in relation to the specs of the project. Could we please have a word? My Skills: MySQL, PHP, Website Design, HTML and CRM

$250 USD en 14 días
(203 comentarios)
7.2
WebcoderSaurabh

Hey, I have gone through the details of the Job and I am absolutely sure that I can do the project very well.I have more than 4+years marvellous experienced in Web Technologies. I am fully dedicated and enthusiastic Más

$675 USD en 14 días
(64 comentarios)
6.5
ArturAgababian

Hello. Thanks for your post. I have read your requirement and checked your attached image and doc files. As a full-stack developer, I can finish your project in a week. Please contact me, thanks.

$500 USD en 7 días
(11 comentarios)
5.5
Aliakhan1

Hello Sir hope you doing well. I have seen your description and come to know your requirements regarding the project and we can develop a website with efficiency to assess your needs, as I have over 5 years of experie Más

$500 USD en 7 días
(6 comentarios)
5.0
dmitriydmitrenk7

Hi I checked your requirements and I am very interested in discussing further regarding the website. I have strong experience in developing websites using HTML, CRM, PHP, MySQL and Website Design I will give you th Más

$500 USD en 6 días
(10 comentarios)
5.0
delahoussayec

Hello there, I read your project descriptions. I understood the project's requirements very well. I can do your project as well as possible in the shortest time possible. I have developing experience with Laravel, PHP Más

$450 USD en 25 días
(13 comentarios)
3.8
Matveytrofa

How are you! I am interested in your project and it's my top skill. I 've already decided to do this task, so you do better consult me. If you do good use of this chance, you will have perfect project and your own new Más

$250 USD en 7 días
(6 comentarios)
4.0
predraghristov

I have read your project introduction description carefully. I have 5 years of web development experience and have deep knowledge of web development. He has extensive understanding and project experience with technolog Más

$700 USD en 7 días
(5 comentarios)
3.6
amazeez1100

Yo! I just checked the project you posted here. I am very excited working your project with you. I am skilled web developer with skills including Website Design, CRM, PHP, MySQL and HTML. Please send a message to discu Más

$475 USD en 4 días
(5 comentarios)
3.4
everlynnyakio202

EXPERT IN NAMED SKILLS, OVER 18 YEARS OF EXPERIENCE, DEAR EMPLOYER, After KEENLY reading your description and being in possession of all CLEARLY STATED REQUIRED SKILLS as this is my area of PROFESSIONAL SPECIALIZATION Más

$500 USD en 7 días
(3 comentarios)
2.4
globalseo614

Hello, I can help you to create CRM, Submission and Quoting Portal I have more than 5 years of experience in below listed skills: PHP Website Design Software Architecture CRM ERP MySQL HTML Software Development Work Más

$1000 USD en 7 días
(3 comentarios)
2.3
glebmordvinov

Dear client. Please accept this letter as application for the position of web developer. My experience has afforded me exposure to many aspects of Internet advertising and business development. I have extensive exper Más

$500 USD en 7 días
(1 comentario)
1.9
carlestre08

★★★ Best quality & On time & Kindness★★★ I have read your job description carefully and I'm very interested about your job. So I have 4+ years of experience with PHP ,mysql and Laravel. My skills User authenti Más

$350 USD en 7 días
(1 comentario)
1.7
ftfrost

I have over a 3 year experience o html and web designing so i could be perfect to this job. I can finish your project within 2 jobs and u will be satisfied by my work hopefully and yeah... send me a message if u r inte Más

$280 USD en 2 días
(0 comentarios)
0.0