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Integrate pricing matrix into SugarCRM from excel

We are looking to get some pricing/calculation functions into SugarCRM. When this part of the programming is done we will need it to be set up so that a number of reports are sent out automatically.

Another part which we want is to set up forms to be completed and the results stored in SugarCRM. We are also looking to incorporate a SugarCRM portal, where clients will receive login details and will be able to see some information regarding their accounts and be able to fill in forms. To get an idea please take a look at the brief below, this will be updated with a fuller specification and flow diagram, in the meantime it will give you something to get started with.

We wish to appoint a subcontractor to take detailed pricing matrix and integrate it so that its function operates within Sugar CRM ([url removed, login to view]) . A full briefing will be provided but essentially there are a number of things to be completed within the brief which will include: -

1. All the mathematical calculations and variations should be achievable via a dashboard on Sugar CRM.

2. All the export emails and reminder functions that are required (flow diagram to follow) should be scheduled.

3. Contract must be completed in 2-4 weeks. See pdf version of matrix (to be sent at a later time), hard copy can be supplied on request and provisioned of appropriate CV. It will be important that the successful applicant can demonstrate extensive knowledge of programming code in order to take what is a spread sheet function and make it operate within a database programme and in this instance Sugar CRM. Training is to be provided so that in-house operatives can make minor adjustments in due course and changes to pricing or arithmetic can also be allowed. An element of support may be desirable and should be considered as part of the quote but priced separately.

Skills: CRM, SugarCRM

See more: want excel spread sheet, request specification, portal specification, matrix programming, make spread sheet, get started programming, excel specification, contract excel, training portal, sugarcrm, pricing excel, pdf spread sheet, matrix, flow diagram, fill spread sheet, excel training, excel calculation, crm export, spread sheet fill, automatically fill forms, excel pricing dashboard, excel export pdf, integrate time, crm order, sugar excel crm

About the Employer:
( 4 reviews ) Belfast, Spain

Project ID: #2556508

5 freelancers are bidding on average $408 for this job

auriclesoft09

Hi We are CRM/ERP/POS/Custom Software solution providing company. As your requirement fits to our profile, we are really interested to deliver this project. Please check our reviews on CRM solutions. For more details More

$690 USD in 33 days
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sipvi

I'm waiting for working on this project!

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majidasgari12345

Please check your PM

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nazmulhassan87

Having 1.5 years of experience in Krishagni Solution Pvt. Ltd. and has worked on SugarCRM product,Java/J2EE strust Framework,Hibernate,, Jquery JS Library from 10-Aug-2011 to till date Expertise on customization of More

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ganesharun77

I am involved in Managing projects in SugarCRM for past 2 yrs. I have delivered on sugarcrm with various customers

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