Hello
I have a referral agreement that I have partners sign so they can refer us business. In the process of signing they need to provide details such as address and other fields. At the moment it is manual and I send a pdf for signature via email. I want to automate this.
Requirements
• Use codeignitor or similar framework, that will be hosted on own instance on hosted server such as godaddy.
• Example Process:
1. Send password protected link to potential referrers
2. Enable potential referrers (users) to register and login to referral site
3. Portal site is to look modern, professional and slick, and be fast.
4. Collect mandatory basic information such as name, address,phone, etc
5. Present user with referral contract for review and esignature, which would be stored for future viewing by both the user and admin, and also emailed to both the user and admin
6. Email alert triggers to admins and users for various steps throughout this process
7. Once document is signed, allow referrer to enter potential clients for referral, information such as : client name, client company name, position, address, phone, client notes. 1 referrer can have many clients.
8. Send admin notification once new potential client has been entered so can approve or disapprove.
9. If approved by admin, email sent to referrer saying that the potential client is approved for referring.
10. Once contract with potential client is executed, enable admin to enter “contract approval date “ against client.
11. Create payment fields with date stamps for each client. For instance, a referrer could be paid 0-12 times in a year for each client. This data would be manually update by the admin.
Reports for the admin are needed for searching and sorting through clients, referrers, names, city, state.
I am open to the best solution suggestions, and you must state your experience and provide examples of your BEST work.
Needs to work on smartphones, pc's macs.
Thanks
Hello!
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I look forward to your reply.
Thanks.
Kind Regards,
Rajesh Soni
I want to discuss this project with you further, let me know the best suitable time for you to schedule the meeting, Feel free to message me at any time, i used to be online 14 hrs in a day on this website so probably you will get a quick response from my end.
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Hi, I can definitely give you the professional and fast referral form you want. I tend not to use CodeIgniter or other such systems as my level of PHP is very high, and very often my clients want customization that is hard to do with those systems.
i would love to discuss this project with you, and give you the results you want!