Online Quote Request and Management System

Discussion in 'Content Management' started by johnmck, Apr 17, 2011.

  1. #1
    I need to know of a system than could do the following. Any suggestions.
    It is for a quotation request system.


    - The website user will select services they require (1 or more).
    - The user will then create an account
    - They will upload a document(s), related to service(s) they require.
    - Each completion of a set of service requests by a client will be
    bundled into a job.
    - A client can have multiple service requests related to that job and
    multiple documents related to a service request.
    - Example: a client requests a Bill of Quantities and A Schedule of
    Rates. They can then upload one or more documents related to each of
    these. This is then bundled into a job, and given a job number.
    -Each client can potentially have multiple jobs.
    - They would re-use the account they created to purchase new sets of services.

    - Upon receipt of the job request an administrator would view the
    documents from the backend system.
    - They would then give the job a price, and a link would be sent back
    to the client to allow them to purchase the job (if they wish).
    - Once purchased the status of the job would be updated to a
    paid/pending completion status.
    - Then an administrator would complete the job and update the status
    of the job to complete.
    - The administrator uploads the related completed files for that job.
    - These files would then get emailed back to the client.
    - Everything would need to be stored an online administration system,
    so that if the client came back at a later date requesting a copy of
    the completed job files again (if they lost them).

    - An administrator would have to be the ability to search for a job by
    status, client name, date etc. or a combination of these.
     
    johnmck, Apr 17, 2011 IP