CRM, Submission and Quoting Portal
$250-1000 USD
K zaplacení v momentě doručení
Portal that sales reps can log into, enter in specific information
I will need to generates a proposal based off the entered information. The generated quote will also need to have the ability to manually edit the "boxes" as need and then click generate quote to generate a PDF quote.
CRM integrated is a must
Being able to isolate the deals submitted by sales rep or organization is a must.
Workflow set up over view:
sales rep/ organizations, log in , enter prospect details and generate a preliminary quote that is save to each prospect
Global user access for my internal underwriting team can access all deals. My team can then email the file over to specified carriers via email in the portal.
Capability of date and time tracking is essential.
Sales pipeline Reports by broker and sales rep designated to a group are needed as well.
I have attached the quote template that the prospects name should populate into certain sections. on the "the numbers" page, I would like to manually enter in the numbers in those areas, as well as add rows to add more states and class codes as needed.
Also need the ability to generate a quote in the prospects name and have it populate in the desired fields, I will also need the ability to input numbers on the last page of the quote in certain sections
Identifikační číslo projektu: #30909825
O projektu
36 Freelnceři na tento projekt zveřejňují nabídky v průměru $1056
Hi, Hope you are doing well. We are a much expertise group of iOS, Android, Website developers, and Designers. We have developed Native Apps for various concepts like: #E-commerce, #Social Network, #Chat App - Voice Další
Hello I read your job brief. I can develop a CRM, Submission and Quoting Portal according to your requirement and some more details you share. I have 10 years experience and built several business software systems so Další
I have a few queries in relation to the specs of the project. Could we please have a word? My Skills: MySQL, PHP, Website Design, HTML and CRM
Hey, I have gone through the details of the Job and I am absolutely sure that I can do the project very well.I have more than 4+years marvellous experienced in Web Technologies. I am fully dedicated and enthusiastic Další
Hello. Thanks for your post. I have read your requirement and checked your attached image and doc files. As a full-stack developer, I can finish your project in a week. Please contact me, thanks.
Hi I checked your requirements and I am very interested in discussing further regarding the website. I have strong experience in developing websites using HTML, CRM, PHP, MySQL and Website Design I will give you th Další
Hello there, I read your project descriptions. I understood the project's requirements very well. I can do your project as well as possible in the shortest time possible. I have developing experience with Laravel, PHP Další
How are you! I am interested in your project and it's my top skill. I 've already decided to do this task, so you do better consult me. If you do good use of this chance, you will have perfect project and your own new Další
I have read your project introduction description carefully. I have 5 years of web development experience and have deep knowledge of web development. He has extensive understanding and project experience with technolog Další
Yo! I just checked the project you posted here. I am very excited working your project with you. I am skilled web developer with skills including Website Design, CRM, PHP, MySQL and HTML. Please send a message to discu Další
EXPERT IN NAMED SKILLS, OVER 18 YEARS OF EXPERIENCE, DEAR EMPLOYER, After KEENLY reading your description and being in possession of all CLEARLY STATED REQUIRED SKILLS as this is my area of PROFESSIONAL SPECIALIZATION Další
Hello, I can help you to create CRM, Submission and Quoting Portal I have more than 5 years of experience in below listed skills: PHP Website Design Software Architecture CRM ERP MySQL HTML Software Development Work Další
Dear client. Please accept this letter as application for the position of web developer. My experience has afforded me exposure to many aspects of Internet advertising and business development. I have extensive exper Další
★★★ Best quality & On time & Kindness★★★ I have read your job description carefully and I'm very interested about your job. So I have 4+ years of experience with PHP ,mysql and Laravel. My skills User authenti Další
