Wordpress form generator, admin panels and auto database info delete.
$1500-3000 USD
Zavřený
Zveřejněno skoro před 6 roky
$1500-3000 USD
Zaplaceno při doručení
Project Overview
Our client XXXX has a small website, with a log in, for their brokers to access, to see current information and download forms.
To simplify life for their finance brokers, XXXX wants to introduce an 'easy form generator', where customer information is added once, and various forms (6) can be generated to a pdf file from that single customer info page. The broker can revisit each customers information, to update, or to generate other forms at a later date. After 7 days the customer information is deleted from the database, unless the broker has asked for a further seven days, upon which the data is deleted ( unless the broker requests a further 7 days, and so on ) The broker can also generate blank forms, or partially filled in forms from here. The broker has access to their own clients data only.
How it could work.
A broker logs into a secure area of the WordPress site, via pc, tablet or mobile, using an account/password approved by XXXX. From the logged in area, as well as reviewing news items, staff profiles, repossessed stock and more, they can navigate to a ‘customer forms area’. Here, they can go to their existing customers data pages, to generate pdf forms, create new customers or generate blank pdf forms. Each customer page holds all the information to generate any of the necessary forms, or partial information, if the customer cannot supply it all at the same time. Parts of the forms, such as the ‘asset details’ can be enlarged by clicking ‘add an asset’, so that multiple assets can be added. Once the form is filled in, the broker chooses which form they wish to generate and selects the ‘create @@@ form’ button. The data is checked and the broker advised IF the data is incomplete, but given the option to ignore each bit of missing data, unless the data is deemed ‘required’ at setup.
Seven days after first creating the customer account, the data is deleted from the database. If the broker requires more time they can add another 7 days, by resetting the delete count down. This can be done at any time until the data is deleted, but not after. This can be reset continually until the broker allows the data to reach the ‘7 days old’ point and it is deleted.
As a new customer account is created, their information is added to a database. Only the broker that created the account, and XXXX staff can access that data. The broker adds all the customer information that he has, but can add more at a later date ( subject to the 7 day delete )
The broker can also go direct to an individual form generation page, populate the page and generate a pdf document, but this information won’t be saved into the database ( other than for pdf generation ). /or/ The broker can also go direct to an individual form generation page, populate the page and generate a pdf document, and this will also create a part populated client account.
The outputted pdfs only exist for the moment, and can be 1) saved to the brokers pc/tablet/phone or 2) printed on the brokers printer.
Admin
XXXX login as an administrator, and they have a control panel that lets them add a new broker account, letting them control the broker logins and letting them remove / edit both customer and broker accounts when needed.
Deliverables:
Small wordpress site with log in
Individual broker admin, to add / edit new clients / client information / add time before data delete
Broker form generator that generates 6 different pdf forms upon request
Client XXXX admin - delete / create new brokers login and passwords. Access to any of the brokers customers.
There are 6 or 7 forms, that we will design, but you build. The example [login to view URL] is the most difficult, some are very simple. We will design and build the unlogged in website and some pages of the logged in website.
More information and a full brief will be available in late June/July and you will be able to requote if needed as the job may change as it is developed.
Hi Dear,
Good Day!
After reviewing your requirements, I will gladly help you to develop a wordpress site with log in of individual and broker. New clients can be added/edited. There will many types of forms to be generated in pdf upon request. The generated form will be deleted after 7 days of its creation.
Please give me complete details so I can share my development plan along with the wireframes. I am a senior full stack developer with 14 years experience also having a team of 90+ designers, developers, mobile developers, SEO engineers, Quality Assurance Engineers, Project Managers etc, who will work together as a team to convert your ideas into reality.
Looking forward to working with you.
Thank you
Umer A
Hello, Following are my confirmation
Wordpress form generator and admin panels.
A simple wordpress website with the login option for brokers and
The site to have an easy form generator module to create various forms required by the finance bokers.
The general functionality can be:
a. Brokers login the to the site and access their myaccount area
b. Navigate to 'Customer Forms' section
c. View the customer list and create pdf forms for customers.
Client XXXX admin Dashboard:
1. Login to view their dashboard.
2. Manage Brokers:
a. Create new broker
b. Delete broker
c. Edit broker details, login and passwords.
3. Manage customers:
a. Can access to brokers customers.
Broker Dashboard:
1. Brokers access their dashboard.
2. Manage Customers:
a. Create New customers.
b. Edit details of existing customers.
c. Edit customers data pages.
3. Manage Forms:
a. Generate PDF forms for customers
b. Generate blank pdf forms or partial information form.
c. Multiple assets can be added to customer.
d. Once the data are filled, broker can generate the pdf form.
e. After 7 days the data will be deleted from database.
f. Broker resets the countdown to another 7 days before the deadline of 7 days.
Noted the form and its format. We may need other forms details while doing the project.
Can we discuss, Please let me know when we can schedule a chat?
Thanks
Sathies
Hi There,
Thank you for the opportunity.
You are looking to develop a Small WordPress site with login with Individual broker admin, to add/edit new clients/client information / add time before data delete
Broker form generator that generates 6 different pdf forms upon request
Client admin - delete/create new brokers login and passwords. Access to any of the broker's customers.
There are 6 or 7 forms, that you will design, and we are required to build. We will design and build the unlogged in the website and some pages of the logged in the website.
Thank you for share the sample. We would like to discuss in detail on this project
Thanks
Mirth
Hello there,
I have 8 years experience in web design and development and I am really looking forward to work on this project. I am greatly familiar with wordpress customization and editing.
In the meantime you can check my work here:
https://www.freelancer.com/u/WebWars.html
I can guarantee excellent communication and I will fulfill your requirements at 100%.
If you need any more details about me please feel free to ask.
I am looking forward hearing from you.
Regards,
Babis Fersizidis
Hi there,
Thanks for sharing the description of what needs to be done,
I am having 7 plus years of experience with Wordpress and I can assist you with the delivering of solutions required at your end,
Please connect with me to start the conversation
Thank you.
Preet
Hi Employer,
I have read your description and been interested in the project. Expert in PDF form generation and popuplate data from database, customer management, broker management and report functions.
I'm ready to discuss and start on the project now.
==================================
Please discuss before awading the project.
Hello, I have been working on WordPress from last 10 years and have good experience in customization and new development.
You can view my work and experience in portfolio section. please let me know when we can discuss these things.