Install vtiger and create the PDF Templates required.
$750-1500 USD
Πληρώθηκε κατά την παράδοση
I need some one to start working right away.
Im starting as an insurance broker and need for help installing and creating the templates for vtiger.
It works this way:
A) A template is sent to the client with his actual insurance so he knows what he has and he can request changes or keep the conditions the same.
B) If conditions required by the client are different or the same they are noted in the template.
C) The template with the requirement gets sent to the insurance companies so they can quote which then they send a quotations in a pdf files and we transcribe it into a template with the different options to sent them to the client.
D) The client selects the option which best fits him and then a confirmation email is sent to the client with the conditions of the policy, the policy number and expedition date.
They are 13 services for all each of them have an excel sheet im using right now to do the process I described before.
I need someone who can do the complete project. When they go in the quotation module they should be able to pick between the 13 templates to start.
If you need to discuss futher please tell me. I have the excel file so you can see how I currently work.
I need a specialist in vtiger. IF YOU ARE NOT A SPECIALIST IN PDF TEMPLATES DO NOT BID.
Thanks.
Ταυτότητα Εργασίας: #10133815
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14 freelancers κάνουν προσφορές κατά μέσο όρο $1193 για αυτή τη δουλειά
Hi Can you provide following 1. Sample Template (with data) sent to client 2. Sample PDF from insurance 3. The excel sheet with services About me 1. I have done about 20 project in vtiger through Freelancer, Περισσότερα
Hello, I'm vTiger developer and have 3+ years experiences with it. I read your job descriptions and ready to discuss about your project. After discuss, i can make demo for you before you choose my bid. Waiting fo Περισσότερα
vtigercrm/CRM expert here. Have implemented CRMs for several Organizations in past. Have experience on vtigercrm/CRM of more than 6 years and total experience in web application development of more than 8 years. Pleas Περισσότερα
Thanks for inviting us. We'd request you to please share the excel sheet you've so that can go through it and there'd be no gaps. We checked your 4 points and pretty much understood the process and would like to Περισσότερα
Hello, As per your post, I have understood your requirement. We have good experience in VTiger applications.. We are a Global IT company having 60+ developers In-house and can work on various technologies as pe Περισσότερα
We are among the TOP 0.037% freelancers from the total 18,368,731 freelancers in the site. Greetings, Hope you are fine. I have gone through your requirement. I have worked in more then 500+ websites/ web portals. Περισσότερα
Dear Sir, I have read your project description & understood the initial requirements but yes please send me the Excel File. So, please click on the chat button to schedule a meeting time, after that I can revise Περισσότερα
Hi, Myself Ravi Tiwari a Zend Certified PHP Engineer having hands-on Senior Technologist with over 9+ years of experience in IT industry with over 3 year experience in PHP MVC frameworks like Laravel, Yii, Cake PHP a Περισσότερα
Let's discuss more about project to finalize the proper scope with estimated cost and time so ping me over the freelancer chat. I am myself developer so you will directly work with me. No mediators. No managers. No Περισσότερα
Myself is one of the key developer at freelancer and I have good working experience with Vtiger and SugarCRM.I have more that 5+ year experience with different open source technologies. Different type of Servi Περισσότερα
