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Lead Gen and Quoting System for Web - Updated

This project received 44 bids from talented freelancers with an average bid price of $2699 USD.

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Employer working
Project Budget
$1500 - $2500 USD
Total Bids
44
Project Description

We would like an online web based quoting and lead tracking system for Web. Bids must be for all phases

HIGH-LEVEL DESCRIPTION
A. Prospect Register captured by rep (basic info captured, emailed to rep, qualified by rep)

B. Leads Register - Capture client details (check against DB for existing customer at that address), type of service installed there)
- Generate Products based on electronic stock sheet
- Select from Stock Category's
- Pre-Print quote (and attach electronic brochure for each line item)
- Generate Quote (detailed quote, detailed no price, summary)
- Print Quote (template based on job type i.e install, new service, replacement, add additional outlets)
- Enter scope of work for cover letter
- Quote Acceptance/Rejection (electronic signature, select documents for processing)
C. Reports (needs to be crystal reports)

This needs to be scalable to eventually integrate with QDocs system and reporting system, and also feed this data and extract data from web based flat file system. This can be done in phases and will be ongoing as we build out our system.

Notes
Web Based but Needs to be Optimized for Mobile Devices like iPad and Tablet
Design Needs to be clean and quick response
Your bid needs to include design. Please submit examples of design.
There needs to be a data capture interface / admin area for adding and editing all line items and stock sheets
Phased approach - so please bid accordingly and quote for each phase mentioned above in the description.
Also needs to have a few security levels.
Sales Rep
Sales Manager
Executive Staff

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