Here's exactly what i need done:
I need to create a program that will:
1. allow a representative to enter data
2. take the data entered and create a sales book (presentation book)
Within that sales/presentation book, prices will have to be figured out by the computer program based on the pricing book I give you (algorithms / pricing guidelines for each of our saleable services)
3. The data needs to be stored in a CRM database. I need the data to have the ability to be exported as a CSV file (ONLY with administrative permissions)
4. A copy of the executed presentation book with date/time stamp needs to be stored.
I need to be able to change the pricing guideline /algorithms with a back end tool
The back end tools need to be password protected for an admin only.
I would like the ability to create users for the software package.
There are further (next generation) extensions that I will want done, but this is my step one that i need completed asap
I already have the format of the book and the data in a publisher file. I already have the pricing algorithms stored in an excel file.
I need the file that is outputted from this software program to output as a PDF (standard) with admin override as a word document.
I need the file to be as small as possible. I will attach the files you will be working from when we start to begin the project.
Please keep in mind - if possible, I would like to have a local version of the software and a version that I can use via the web.
Bid Accordingly and Not Outrageous !!