I need a system to generate PDF quotes related to webhosting services, dedicated servers, VPS, reseller hosting.
I need the quotation to be available in a webpage and also can be downloaded as a PDF file.
The URL of the quotation should be something like [url removed, login to view] and within the page there should be the option to download the quote as PDF.
I need an admin panel to generate quotes, where I can see all the quotations that have been made and the sales agent who has generated them, that is, now I have several sales agents, so I need everyone to have an account for each time they generate a quote I can find out who made it.
I would also like an option to check or select the quotations that were accepted or rejected by the client, only the sales representative who made the budget should mark a quote as accepted or rejected by the final customer.
The quotations must have an expiration date that should be specified when they are generated; after the expiry date, the URL where the quote was should disappear.
The system should be able to select from 11 different companies, that is, in both the page and the PDF file the logo should appear according to the company you select, for example, if you select our company that is located in Mexico, you should see the logo of our company in Mexico in the quote page and also in the PDF, each of the 11 companies has a different logo and an address.
When a salesperson makes a new quote, they must first select the company, as I said before we have 11 divisions, then, they must first select the division, then the budget page and the PDF shall include automatically the logo and address of the division that the sales agent previously selected, then they must enter the personal details of the client requesting the quote.
I need that the quotes, when generated, specify whether the text they include will be in Spanish or English, we will provide all the text in Spanish and English, that is, there will be quotes in Spanish and English, only some texts may be in Spanish or English.
Currently, there is a similar system that includes a software called [url removed, login to view] which has some features I need, you can see a functional demo at the official website of [url removed, login to view] these are the data:
[url removed, login to view]
Once you log in, click on Billing > Create New Quote
Where you can see the functions, there are some options included in that system that I don't need, such as:
Email as PDF
Convert to Invoice
On the “Line Items” option, it would be the text that shall be in Spanish or English, for example Qty/Description/Unit Price/Discount %/Total/ this should be in Spanish or English, it should be specified by the sales agent when making a new quote.
The “Notes” option, I need it as is currently in the application, however, I need these fields can be formatted, that is, bold, italics, colors, etc.
In the “General Information” option, I need everything that is included on it.
On the “Client Information” option, I also need its same options.
The maximum budget for this project is $250 USD, please do not bid higher than this budget because those proposals will be ignored.