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Modified Quote Management System: generate and send PDFs

Offer Management System

We require a web based system to do the following:

• Maintain a list of candidates to whom we make offers.

• Create an offer on demand (PDF documents) based on templates.

• Send these offers by email – as attachments

• Track acceptance/rejection of these offers.

• Report on offer status – given /accepted/followup

Offers are almost similar in nature to “Quotes” - these are letters that are sent to students offering them training + jobs at our company. (no products or pricing, so we are unable to use a off-the-shelf quoting product)

______________

Reference entity: Candidates

The following candidate information is required:

• Candidate First Name

• Candidate Last Name

• Address lines 1 - 6

• Sales person → FK → Salespeople

• Course applied for → FK → Courses

Reference entity: Courses

The following course information is required:

• Course Name

• Starting Date (dd/mmm/yyyy)

• Duration (text)

• Cost (Rs.)

• Salary level (Rs.)

• Location

• Template PDF (pdf uploaded)

Reference entity: Salespeople

The following salespeople information is required:

• Username

• Password

• Display name

You also need a role called “HR Manager” – he/she will get CC of all offers sent and also accepted.

Transactions

1. Generate offer (individual)

2. Generate offer (bulk)

3. Generate Mailing Slips

4. Track offers

5. Reports

Generate Offer (individual)

• Should be accessible to salespeople

1. Step 1: Select candidate – selected candidate information is populated.

2. Step 2: Select course – selected start date, duration, cost, location etc. are populated.

3. Step 3: Press on “GENERATE OFFER” – show HTML version

4. Step 4: Press “Print and email” – sends email with attachment

Generate Offer (bulk)

• Should be accessible to salespeople

1. Step 1: select multiple candidates from database

2. Step 2: Select course – selected start date, duration, cost, location etc. are populated.

3. Step 3:

Press on “Generate Offer” – show HTML version. This page should also have the list of candidates (read only) that are being mailed.

4. Step 4: Press “Print and email” – sends email with attachments one by one.

Track offers

• Each offer should have following fields:

o a unique ID

o salesperson who created the offer

o timestamp of offer

• Each offer has the following statuses :

o SENT

o ACCEPTED

o REJECTED

o PENDING

REPORTS

• Summary of Offers – by status – in dashboard format

• CSV export of offer with status

VER 2.0

(Do not scope for now, but incorporate into design)

OFFER ACCEPTANCE

• Student gets unique link to view the PDF on the website .

• Link page will require re-input of candidate email ID and selection of programme name before displaying PDF

• Student should then be able to checkmark this text: “I accept the above offer and terms of employment” and print their name, (timestamp) (IP Address).

• The “signed” form is now sent to both salesperson and the candidate.

Generate Mailing Slips

• If printed offers are sent via snail mail, also generate mailing slips (individual or bulk)

Skills: MySQL, PHP, Software Architecture

See more: you ver, web templates pdf, web system architecture, website management system, web design software training, web design quote template, web design documents templates, ver 5, unique sales jobs, training manager jobs, track quotes, the n and o, template quote, system level architecture, student web design jobs, student employment, step by step html web design, software sales salary, software sales jobs, software programme, sales training jobs, sales software jobs, salesperson jobs, sales person jobs, salespeople required

About the Employer:
( 3 reviews ) Mumbai, India

Project ID: #1245756

11 freelancers are bidding on average $528 for this job

netdevbiz

Thanks for providing a clear specification. Pls chk pmb for few questions.

$650 USD in 25 days
(99 Reviews)
7.7
phpdevindia

Hello sir, we have 7+ years of experience in web design and web development. we have strong portfolio in various kind web [url removed, login to view] understand your requirements. Kindly check your inbox for more details. Thanks

$500 USD in 21 days
(130 Reviews)
7.1
radhikafofalia

Hi, Thanks for considering our bid. I have read the project details provided and am sure that we can handle this project well. I still, would request a detailed discussion via PMB or otherwise to understand all possibl More

$899 USD in 20 days
(19 Reviews)
6.7
dotsaravanan

Please have a look at PMB. Thank You

$750 USD in 15 days
(15 Reviews)
5.8
mehta2010

We are well versed with PDF generation and we have expertise on Itextsharp (Component used to generate PDFs). We will use microsft [url removed, login to view] server to bild up your required web application, this woould give you More

$400 USD in 20 days
(7 Reviews)
5.1
ephpscripts

Hello Sir We are ready to start this work for you, kinldy give us a chance to serve you the best. Best Regards Viney Singla, E-Php Scripts

$720 USD in 20 days
(7 Reviews)
4.4
hgtechsolutions

hi Glad to work

$550 USD in 25 days
(12 Reviews)
4.2
shahzad11

Dear sir, please check PM

$350 USD in 10 days
(6 Reviews)
4.0
fahars

I am interested in doing your project and I can easily complete your project with satisfactory. Regards

$540 USD in 21 days
(1 Review)
2.7
vertapptech

Please check our profile. We have already developed a similar Web Application before. Regards

$399 USD in 40 days
(4 Reviews)
2.2
webanalytics

Kindly have a look at our PMB.

$500 USD in 15 days
(0 Reviews)
3.2
Hearaman

Thanks for sending this detailed project description.

$300 USD in 12 days
(0 Reviews)
0.0