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We are a small VOIP carrier and i am looking for a PHP/MYSQL/AJAX quote tool.
The system would be built on PHP/MySQL with ajax.
The client area, would a secured area where the agent could login, generate a quote, view past quotes (we will set a timer on how long we will keep quotes) and or edit the quotes and print the contracts.
On creating a quote, i have a layout i would like to use, that i could show you. But it would be fields that you will in for the client info and a check box t use the same info from client as service.
Then moving down to the products...It would be drop downs that the agent could select the "TERM" and the "PRODUCT" put in a "QTY" amount of that product and "click add another product" (id like to see ajax for adding another product line )and they could keep adding as many as they want and it would calculate all the info at the bottom of the screen. Once they have all the info they would click submit and it would go to the next screen allowing them to check over the info or make any changes before they submit it.
Once it is submitted it would send an email to an admin for approval. The admin logs into the admin area and approves the quote or makes changes to it. Once it is approved it would send the email to the agent letting them know they can go print the Quote to PDF or they can Print the Service Contract.
We will give you our Quotes and Contracts forms that we want them to print to PDF.
We also want this person to be someone that we can build this system with and keep on going. We are looking for a good developer that we can do more projects with. We would like to build this into a bigger system just for us.
In the Agent area
1. They can generate quotes / service contracts (Needs approval for new or editing)
2. They can edit quotes or service contracts (Needs approval for new or editing)
3. They can check to see if the number is portable (i will give you the code for this)
We only want each agent to see only his quotes or contracts.
1. Add Admins
2. Add Agents
3. View quotes / edit quotes or even generate a quote for a agent.
4. Add products with their prices and the contracted terms( 12/24/36 months pricing)