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I need a new online form with ecommerces that also links to a crm.
The form is based on the original form http://www.thetaxaccountant.com.au/tax-return-application/, I can provide the current plugin for this. The current form isn’t user friendly and can’t be changed. The new form needs to be able to be updated and changed without too much trouble.
Some of the requirements:
1. I want parts of the form hidden until the box is ticked
2. Quote Price $*****, will be dynamically updated when client select something from Check Boxes. Similar to a shopping cart.
3. Price need to hover over the form in the top right hand corner.
4. We need to be able to manually change the prices for the quoted price each year.
5. The “Your Details” section needs to be linked to a client data base such as mail chimp and also create a membership registration to a members area.
6. Payment options - I need a few options. 1. The price needs to link to paypal after the submit button, requesting payment now using the details from the form. 2. They enter their credit card details into the form before submitting. We also need to be able to turn this function off if need be or give them the option to pay now or pay later.
7. The form needs to have an uploading section for client information in PDF, Word and Excel formats. Up to 10mb.
8. There are also drop down boxes in the form.
9. The form needs to be emailed to the applicant and to myself on submission.
10. I need the form to be secure with HTTPS.
11. The form needs to look professional.
12. I also need to be able to transfer the form to another website if needed.
I have attached a rough version of the new form and also a pdf of where the last applicant got up to.
The project needs to be started immediately and completed over the next 2-4 weeks.
Please contact me if you have any questions.