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.
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