Form Builder Integration for Accounting Service
Budget: $30 – $250 CAD
I have a pre-made script designed for writing services that I need to repurpose for chartered accountant services. The primary requirement is to implement a custom form builder feature that:
Allows the admin to predefine specific form fields for each service (e.g., tax filing, auditing).
Displays the submitted client details to both the admin dashboard and the Chartered Accountant dashboard.
Project Requirements:
1. Customizable Form Builder
2. Enable a drag-and-drop interface for quickly arranging form fields.
3. Support multi-step forms for longer questionnaires to improve user experience.
4. Add conditional logic to display or hide form fields based on user input.
5. Create and save form templates for repeated use across similar services.
6. Implement form analytics to track user interaction, submission rates, and drop-offs.
7. Enable auto-save functionality so users can partially complete and resume later.
8. Allow admins to define custom error messages for form validation.
9. Advanced field validation rules, including regex patterns and length requirements.
10. Send automatic confirmation emails to clients upon form submission.
11. Allow predefined answers for certain fields to speed up the client submission process.
Admin should be able to:
Define and save specific fields for each service, such as:
Text inputs
Dropdown menus
Checkboxes/radio buttons
File uploads
Assign these forms to individual services.
Edit or update forms as needed.
2. Client Submission Flow
When a client selects a service, the relevant form should be displayed dynamically.
Client submissions should be routed to:
The admin dashboard.
The Chartered Accountant dashboard for review.
3. Chartered Accountant Dashboard
Chartered Accountants should have access to:
View the submitted details and uploaded files for assigned services.
A simple, clean interface showing service-specific client submissions.
4. Integration and Compatibility
Ensure the form builder and submission flow integrate seamlessly with the existing script.
Retain mobile responsiveness and user-friendly design.
5. Security
Basic form validation to ensure proper data submission.
Secure handling of submitted data.
Deliverables:
Customizable form builder feature integrated with the current script.
Display of client submissions on both admin and Chartered Accountant dashboards.
Basic documentation for managing and updating forms.
Support for testing and deployment.
Additional Information:
The script is built using laravel.
Access to the script and relevant documentation will be provided.
The form design and layout should allow for basic customization options such as changing colors, fonts, and field placements. The form builder interface should have a modern and minimalist design. Provide basic documentation and guidelines for managing and updating the forms. The form builder interface should have a minimalist design.
Allows the admin to predefine specific form fields for each service (e.g., tax filing, auditing).
Displays the submitted client details to both the admin dashboard and the Chartered Accountant dashboard.
Project Requirements:
1. Customizable Form Builder
2. Enable a drag-and-drop interface for quickly arranging form fields.
3. Support multi-step forms for longer questionnaires to improve user experience.
4. Add conditional logic to display or hide form fields based on user input.
5. Create and save form templates for repeated use across similar services.
6. Implement form analytics to track user interaction, submission rates, and drop-offs.
7. Enable auto-save functionality so users can partially complete and resume later.
8. Allow admins to define custom error messages for form validation.
9. Advanced field validation rules, including regex patterns and length requirements.
10. Send automatic confirmation emails to clients upon form submission.
11. Allow predefined answers for certain fields to speed up the client submission process.
Admin should be able to:
Define and save specific fields for each service, such as:
Text inputs
Dropdown menus
Checkboxes/radio buttons
File uploads
Assign these forms to individual services.
Edit or update forms as needed.
2. Client Submission Flow
When a client selects a service, the relevant form should be displayed dynamically.
Client submissions should be routed to:
The admin dashboard.
The Chartered Accountant dashboard for review.
3. Chartered Accountant Dashboard
Chartered Accountants should have access to:
View the submitted details and uploaded files for assigned services.
A simple, clean interface showing service-specific client submissions.
4. Integration and Compatibility
Ensure the form builder and submission flow integrate seamlessly with the existing script.
Retain mobile responsiveness and user-friendly design.
5. Security
Basic form validation to ensure proper data submission.
Secure handling of submitted data.
Deliverables:
Customizable form builder feature integrated with the current script.
Display of client submissions on both admin and Chartered Accountant dashboards.
Basic documentation for managing and updating forms.
Support for testing and deployment.
Additional Information:
The script is built using laravel.
Access to the script and relevant documentation will be provided.
The form design and layout should allow for basic customization options such as changing colors, fonts, and field placements. The form builder interface should have a modern and minimalist design. Provide basic documentation and guidelines for managing and updating the forms. The form builder interface should have a minimalist design.