Need to re-award this project - last person it was awarded to didn't deliver. Timing is important on this project.
1. Currently, we can place a product in one of three modes; a) we can have it show a PRICE; b) we can have it say request an INSTANT QUOTE or c) we can have it say request QUOTE . (Price, Quote & Instant Quote). Therefore, we have two quote systems - "Instant Quote" & "Quote").
With “Instant Quote”, the customer receives an email instantly giving them pricing for the items they have requested and they have an opportunity to “Buy Now” by pressing a button in the email. With the “Quote” system, we send them an email that tells them that we are processing their quote. (Quotes are usually the more complex products which may require clarifications etc.) In the Quote mode, the quote contains no price. …. What we need: Currently this is not working correctly. It uses the same email template for both quote systems. We need a separate email template for each of the Quote systems. It is important that we can easily change the verbiage on either of these quote templates.
2. We need the ability to approve/deny (and edit – as noted in #3) the quote before the quote template is emailed to the customer.
3. We want the ability to put both (or either) the Instant Quote system and/or the Quote system on “Auto” or on “Approval/Edit” . Auto Mode will automatically send the quote template via email to the person requesting it. Approval/Edit mode will require manual approval before the quote is emailed. In addition, the Approval/Edit mode will allow us to edit the quote before it is sent. (There are several reasons for adding this feature. For example, in some states, there are certain products that are sold exclusively through dealers or distributors so therefore the apporval feature would allow us to forward the inquiry directly to the dealer. Also, at this level we may want to add or edit the freight amount etc. )
4 . Optionally, we would like to be able to designate a “special price” on the quote along with the standard price so that the customer will know that we are offering them a special deal on their quote. This is already a feature of OSCommerce when price is selected but we just want the same feature available for the Instant Quote mode (i.e. so we can elect to use it or not on each of the products). Basically it would just show the regular price with it crossed through (but still readable) and then the dicsounted price would be the one that is not crossed through.
5. From the Quotes Management area, we would like the ability to select a file to upload that would be attached to the email template that is forwarded to the customer. (We may want to attach a Word document or PDF, etc. with the quote email.) We would do this while in the Approval / Edit Mode.
Note: Payment... Notify us when you are complete and the project is ready for review. Please understand that just as you need time to complete the work, we need time to review your work to make sure it meets the project requirements outlined here. After we are notified that you are complete, we will take no more than 5 business days to review your work. When tested and satisfactory, payment will be released. Please do not expect payment before this time period.