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Standalone website form that also connects to Intelliflo and salesforce via APIs

£750-1500 GBP

Σε Εξέλιξη
Αναρτήθηκε περίπου 6 χρόνια πριν

£750-1500 GBP

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Hello, I have a new project that needs doing, it is basically a web based form that saves to a standalone program and exports and imports data from two third party programs. I have included the link to the developer information for Intelliflo as that is the company which is less well known. What I am looking for: Form: 12 page form, already designed and pictures of each page with details of what needs to be put on each page will be given when awarded contract. Form to be used to get client data securely (with new gdpr rules) and every year to review the client data to make sure that the client data is accurate and correct. Differences in the form for new users and existing users - different order of sections and different questions on entry Form to be accessed through a link that my sales people will provide to the client, Entry into form for existing : - 1. Two stage verification on entry into system for each person, - asks for email address and salesperson name on primary entry a. For new users, email verification b. For existing users, phone sms verification c. Email sent to sales person when client accesses form (must be the correct sales person) Form to hold client data a. Produce a PDF for each years snapshop b. Saves that pdf (maybe in Microsoft dynamic/salesforce) Input from developer would be good i. Would prefer that only that salesperson can see their own clients so Microsoft dynamic might be better ii. I would like it in an outlook type layout for the salesperson to see it 1. Client name - expands 2. Then can see each clients years 3. Can modify current year data (The salesperson will need access to be able to change data within each of the clients forms) API Intelliflo Within the salesperson view, I would like to have a button to export the details of new clients or existing to Intelligent office [login to view URL] The API is pretty comprehensive, the data will need to be saved in certain locations. For existing clients, some of the data such as valuations or market values will need to be updated to the form from Intelligent office. The same should be done via a button and not automatically Some sort of verification should be used before overwriting data, showing the salesperson which data will be overwritten. Salesforce API We have a team working on our salesforce part of a process so just a provision for a connected app is needed. They should be able to link to the form, just something to be aware of for future compatibility. If you would like to put forward a quote please could you answer the following questions: 1. How would you implement the saving of the PDF, which program would you use and what are the benefits of using that program. 2. How long would the job take? 3. Parts that would be challenging and need to discuss in more detail. I look forward to hearing from you.
Ταυτότητα εργασίας: 17011916

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Ενεργός/ή 6 χρόνια πριν

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Hello, would you accept a php - MySQL based solution for this? if so, there is a great PDF creation library that i will use, and then i can either store each generated PDF on the server, or i can create one on the fly using the information on the database. As for the timeframe, i'd like to see the whole form and behaviour (12 pages is quite a lot of information to handle on a form) API's is not a problem if everything is well documented. Can also have a secondary table where to store each user's historical data (if information changes from year to year) SMS verification, you will have to tell me a provider to set the api and response. Thanks!
£1.323 GBP σε 7 ημέρες
4,9 (54 αξιολογήσεις)
6,3
6,3
13 freelancers δίνουν μια μέση προσφορά £1.472 GBP για αυτή τη δουλειά
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Hi, I am a senior web developer. I have read the job requirement of integrating Intelliflo API along with development of form for client data. The client data needs to be saved securely and at various locations. I understand the requirement and ready to implement the required changes. Please share further detail of the project. I am an expert web developer and have handled many APIs. I have very good experience in customization and front end development. Please feel free to ask any questions you might have. Looking forward to work with you. Thank you Umer A.
£1.750 GBP σε 20 ημέρες
4,7 (71 αξιολογήσεις)
8,4
8,4
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Hi there, Greetings of the day...! I have reviewed everything but would be good to discuss after reviewing the forms. Let me know if you could share. Regards Anil
£1.770 GBP σε 30 ημέρες
5,0 (47 αξιολογήσεις)
6,6
6,6
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I have read your job description,and I am 100% confident to develop your desire project, I will do it with full of your IDEA! I believe that my 5+ years of programming experience makes me highly qualified for this project. I believe that I would be an asset to this project., as I have hands on experience working on the PHP, Mysql, HTML, Ajax, JQuery Frameworks, as well as Major CMS's like Joomla, WordPress and Magento. About Me : 1)5+ years rich experience . 2) Best Design Quality. 3) Excellent communication. 4) Ultimate Customer Service. 5) Team of professionals.
£800 GBP σε 20 ημέρες
4,8 (53 αξιολογήσεις)
6,0
6,0
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Hello, We will be happy to work on this project. The web will be developed using PHP and will use the REST API to integrate the systems. We have experts, who will deliver this with quality. Please let me know if we can discuss more on this project. Thanks, Amit appsinvent inc.
£1.764 GBP σε 30 ημέρες
4,7 (31 αξιολογήσεις)
6,3
6,3
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Greetings from UpLogic Technologies Private Limited. We are a team of nearly 50 professionals, and we have been into Web and mobile applications development for the Past 6 years. Our developers have great share of knowledge and experience in PHP, PHP frameworks, Wordpress, Woocommerce, Shopify, BOOTSTRAP, NodeJS, Angular JS, HTML, MySQL etc. We went through your requirements, and we are very much interested to be working for this project. We also checked your questions: 1. How would you implement the saving of the PDF, which program would you use and what are the benefits of using that program. 2. How long would the job take? 3. Parts that would be challenging and need to discuss in more detail. We would like to have a brief discussion with you before answering to these questions. Trello will be used by us, for Project management. We are looking forward to have a long term business relationship with you. Kindly initiate the private chat, so then we can proceed further. Regards, Karthick
£1.500 GBP σε 20 ημέρες
5,0 (5 αξιολογήσεις)
3,7
3,7

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Μέλος από Νοε 30, 2017

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Connecting Intelligent office to Salesforce and Excel via API
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