Please have a look at this excel it got 5 sheets:
1. Customer/ Client fills up a form from website, will be recorded in WordPress
2. In Admin view all the submitted records are displayed (Submitted Forms - Sheet)
3. Admin is able to create a new quote or delete the record (Submitted Forms - Sheet)
4 Upon clicking create new quote, admin is directed to a form (Quote Generate -Sheet)
5. Admin can edit and input values then either 'save' or 'save and send quote' (Quote Generate -Sheet)
6. Admin can view added Quotation report and can able 'Send PDF' or 'Edit' or 'Add Payment to Quote' (Quotation Report - Sheet)
7. Once clicked on 'Add Payment' button, he is re-directed to another form where he can add Amount paid, date of payment, method of payment, then he either saves it or send as PDF (Payment Recording -Sheet)
8. Its complete view of the enrollment process and finalized clients who paid for the services (Enrollment - Sheet)
Note: 1. It should b a single plugin..
2. Milestone will created only after reviewing the points upto 4.
3. Must complete in 2 days.