The project involves merging the Prospect Form, Sales Estimate, and Confirmation of Booking into a streamlined process. Currently, there is an online quote form and a form for phone call enquiries. These forms generate an estimate, and when a customer books, the information is transferred to a booking confirmation. However, this process is repetitive and requires duplication of efforts. The goal is to link these forms together to eliminate redundancy and streamline the workflow.
Here are copies of the forms:
Prospect Form: [Insert Prospect Form]
Sales Estimate: [Insert Sales Estimate]
Confirmation of Booking: [Insert Confirmation of Booking]
By linking these forms, the information entered by the customer will be automatically transferred to the subsequent forms, eliminating the need for manual data entry. This will save time and reduce the likelihood of errors.
The project scope includes integrating the forms and ensuring that the data is seamlessly transferred between them. It may also involve testing the integration to ensure that it functions as intended.
The deliverables of the project include the merged forms and any necessary documentation or instructions for the client to use the merged forms effectively.
If you have any questions or would like to discuss the project in more detail, please feel free to contact me.
Modern Fiction Book Cover Category: Adobe InDesign, Photoshop, Book Cover Design, Graphic Design, Illustration, Print Design, Typography Budget: £250 - £750 GBP
17-Sep-2025 21:54 GMT
Industrial-Style Apartment Design Category: Architecture, AutoCAD, Building Architecture, Building Design, Building Engineering, Graphic Design, Interior Design, Urban Design Budget: $3000 - $5000 USD
17-Sep-2025 21:53 GMT
Luces automáticas Category: C++, Programming, Electrical Engineering, Electronics, Home Automation, Internet Of Things (IoT), Microcontroller, PCB Layout, Rapid Prototyping Budget: $15 - $25 USD
17-Sep-2025 21:53 GMT
Tree Plotting on Google Maps Category: Cartography & Maps, Data Analysis, Data Visualization, Excel, Geographical Information System (GIS), Geospatial, Google Earth, GPS, Landscape Design Budget: $250 - $750 AUD
17-Sep-2025 21:52 GMT
Outbound Cold Calling for Leads Category: B2B Marketing, Business Development, Lead Generation, Leads, Marketing, Sales, Sales Management, Telemarketing Budget: $8 - $15 USD
17-Sep-2025 21:51 GMT
Responsive Static Webpage Development Category: Animation, CSS, Figma, Frontend Development, HTML, JavaScript, Mobile Development, Web Design, Web Development Budget: $30 - $250 USD