485906 custom appication for quote tool

[url removed, login to view] management project

project goal

• collect all quote data submitted by the quote tool into a MySQL database

• create a user signup tool that collects information used in the associated subdomain and triggers the automatic creation of the subdomain.

• modify website template to include some data from the MySQL User Configuration into the website





• add a tracking feature to the button clicks on each subdomain

• create a quote management interface that allows the user to view all associated records.

• create an Admin Management interface that allows the site admin to view a summary report of all users and all records for any user.



The owner of each subdomain account

Users should be linked to the records created by the associated subdomain


The record collected from any subdomain by filling out the online form


Global user with access to Admin Management (see pdf)


I want to build an application that provides user account creation, subdomain creation, records submission tracking, user management and reporting into the [url removed, login to view] life insurance quote tool. I've attached a couple of screen shots of what I think the Quote Management (User Interface) and Admin Management should include. I think that the User Account's can be linked to the Quote Records by subdomain, but I don't fully understand the database setup - can this be done?

I need to be able to track & report on the activity for each subdomain. You can see on the USER screen (see pdf) that I would like to report on the number of quotes, the number of requests and the conversion %. I will also want to build additional report screens in the future with this data.

I need notification on each quote submitted. Notification should be sent to USER and ADMINISTRATOR on quotes. Follow up notification for all quotes not marked as CONTACTED should be sent at 24 hours.

USER screen should fit a 1024x768 monitor without scroll bars.

User Signup Form:

the form will be found at [url removed, login to view] and should include:


Agency Name

Agent Contact (first and last name required)

Life Insurance License #

email address (this will be your username)


phone number (this will be displayed as the contact # on your quoter)

company website ([url removed, login to view])

NOTE: auto=populate form field to show subdomain as: [url removed, login to view]

Select a Quoter Image:

choose one image for your quoter (click to see preview)

NOTE: go to [url removed, login to view] for images

Select a button to place on your website:

choose one button for your website (we will provide you with the code to place on your site)

NOTE: go to [url removed, login to view] for images

Select a Background Color: (default: white) use hex color code

not sure? leave this at the default and we will match your website color.

Do you have an account with [url removed, login to view] ()yes ()no

Are you familiar with the iGO e-App process? ()yes ()no


by clicking the submit button you agree to our terms and conditions


when this form is submitted:

subdomain created

user account created

email to user with login instructions (add edit button on ADMIN interface to edit this message content)

email to admin with NEW USER notification (add edit button on ADMIN interface to edit this message)

IDEA: create a 'Edit Messages'

button next to 'Create New User' on the ADMIN screen - this screen would allow editing of:

EMAILS TO USER/ADMIN on user signup

EMAILS TO USER/ADMIN new quote notification

EMAILs TO USER/ADMIN follow up notification at 24 hours

SEND BUTTON MESSAGE on USER screen - default subject & message (default for all users)

the 'Create New User' button on the ADMIN screen can just link to the SIGNUP form

the EDIT button on the ADMIN screen should allow editing of all user data submitted in signup form

Beceriler: Her şey Kabul, Düzenleme, MySQL, Şablonlar, Web Sitesi Yönetimi

Daha fazlasını gör: we ve sent you an email, website submission tool, track quotes, templates agency, template quote, submit a quote, site template agency, report conversion tool, quote terms, quote submission template, quotes submission, project terms and conditions template, monitor default, message scroll, management couple required, life insurance agent, i need app templates, image online editing, go auto insurance, follow up message, fit code online, emails templates, custom app creation, code preview online, app creation company

İşveren Hakkında:
( 56 değerlendirme ) Atascadero, United States

Proje NO: #2231816


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