Customer portal with questionnaire and auto fillable PDF forms
$500-5000 USD
Closed
Posted over 16 years ago
$500-5000 USD
Paid on delivery
This project involves the creation of a small portal that will allow customers who bought a new car to complete their transaction online. Please see the deliverables section for more information.
## Deliverables
The portal will have to main section, client and management sides. The client side of the program should contain a few main elements: 1. An online portal that will require a login and will be personalized. This portal will allow customers to do the following: A. Order Tracking - Track the status of their order. Customers will have to ability to get notified every time there is a change in their order status. B. Questionnaire - Fill out a questionnaire that will allow them to provide their personal information that will allow them to complete the transaction. At the end of the questionnaire (~30 fields that will be divided to 3 pages) a summary page will be displayed and users will have to confirm the information before submitting the data. The data that they have logged should get recorded in a SQL server database and should also be used to fill out ~12-15 PDF forms. I have attached 9 existing forms, 3 additional forms will be provide in a Microsoft Word format and should be converted to PDF and one simple form will be created dynamically from the webpage describing the condition of the car or from a database. Based on the answers that they have provided in the questionnaire, some or all of the forms that are applicable should be saved separately under the forms section of the download section (Next paragraph) and also should get merged into a one single PDF form that is easy to print. This document will be available for download from the download section and from a link that a user will get at the end of the questionnaire. Users should be able to go back and change the questionnaire (When they go back the questionnaire, it should already contain all the details that they have previously filled and they should be able to change it). If a user changes his details, a new set of PDF forms should be created with the updated information however they will have a table that will display all changes by times and will allow users to see the previous version of their merged PDF document. Please note that the access to each one of the forms created separately will be available only for the last version while access to the merged document will be available to current and previous versions. it however if a change was made, there should be a table C. Downloads section ??" The download section will include: a. Each one of the PDF forms applicable based on the last update to the questionnaire. b. One merged PDF document that include all the forms that are in section a. c. A changes tracking system that will summarize changes, date of change and provide a link to download the previous versions of the merged PDF document. d. Terms and conditions document and a few other generic documents. d. Shipping quote request ??" Users will be able to request a quote for shipping. Rough estimate for shipping will be displayed based on the information entered and a query results of the “Get a shipping estimate?? of the following: [login to view URL] The query should be done behind the scenes and the price that they will get should be $-10 to + 10 different from the quote received from the website mentioned above. D. Accessories section ??" Will allow users to add standard accessories to their order and request quotes for custom accessories. E. Users Options page where the user will be able to specify options such as email notifications, reminder etc. F. Documents upload section ??" Some customers might want to upload some documents such as drivers license copy. This section should allow them to upload up to 5 documents and at the end of the upload process redirect them to the download section where their recently uploaded documents are stored. G. Special request form ??" a simple form where users can submit special requests. After submitting those request, we should have the ability to reply to those requests and all of the communication should be recorded in one page, just like in [login to view URL] H. Suggestions form ??" Same as section G. I. Contact us form ??" Same as section G, both we and the client should get a copy of all the replies to the email address specified. J. Pick-up schedule ??" Show users available schedule for cars pickup and allow them to schedule an appointment based on availability Client side should be written in pure ASP.NET using C# 2005. Section A and B should be enabled once the user starts the process while Sections C-G will enabled after section B has been completed. The code and programming methods have to be extremely organized and readable. All code should be well documented in English (we do not care about typos as long as we can read and understand the comments. Programming style has to be consistent. The management side of the application should be password protected (Froms authentication) including the following: A. A grid with a summary of order status for all users. By clicking on one user, we should be able to view and/or modify information entered by users. B. Message Center- view all messages received and reply to them. Our reply should be recorded in the page where the request was made. C. Accounts management ??" randomly add/edit or remove accounts information. D. Documents upload ??" add(upload) and or remove a general documents. All general documents should be available in the general section of the users’ Section C. E. Manual/Automatic user reminder ??" When a user does not complete an item one the time specified, he should get notified F. An automatic congratulations email and a survey will be send to buyer when the transaction has been completed. We should be able the results of the survey in this management section. General: Application should once centralized CSS form that will allow us to replace styles easily. Administrator should be able to create new account and send them to new users. Code has to be written in a safe manner and you have to take things such as SQL injection under consideration. Exceptions should be handled properly. All code should be written with ASP.NET 2005 using C#. All classes/files should use the same programming style. Milestones: Step 1 ??" Create the PDF forms module that includes all forms and the 3 pages questionnaire. At the end of the questionnaire, based on a logic that we will provide, certain or all forms will be filled and then merged into one document. This step should be completed within 5 days from project start date. Step 2 ??" Create the portal with login, order tracking, questionnaire from step 1 and email notifications. This step should be completed within 10 days from project start date. Step 3 ??" Complete section A and D of the management section ??" This step should be completed within 15 days from project start date. Step 4- Complete the project. This step should be completed within 20 days from project start date. 1) Complete and fully-functional working program(s) in executable form as well as complete source code of all work done.
2) Deliverables must be in ready-to-run condition, as follows (depending on the nature of the deliverables):
a) For web sites or other server-side deliverables intended to only ever exist in one place in the Buyer's environment--Deliverables must be installed by the Seller in ready-to-run condition in the Buyer's environment.
b) For all others including desktop software or software the buyer intends to distribute: A software installation package that will install the software in ready-to-run condition on the platform(s) specified in this bid request.
3) All deliverables will be considered "work made for hire" under U.S. Copyright law. Buyer will receive exclusive and complete copyrights to all work purchased. (No GPL, GNU, 3rd party components, etc. unless all copyright ramifications are explained AND AGREED TO by the buyer on the site per the coder's Seller Legal Agreement).
## Platform
Codes should all be pure .NET 2005/C#, database server is SQL 2000/2005, web server is IIS 6 and above, OS is windows 2003 server. For the fillable PDF forms, ItextSharp is probably the best option however if you want to use something else that work smoothly,you are more then welcome to. Most of the forms that should be filled automatically already exist and most of them are fillable ready. Please see attached file for more information. You do not have to spend a lot of time designing the portal however all forms/sections should have a professional look and feel. We ask that only experienced programmers who can complete the project on time will contact us.