Workflow Form To Generate Multiple Files & Contracts
Budget: $1,500 – $3,000 AUD
We are Managed IT provider for Businesses.
We are trying to streamline a workflow so that Site Survey Data is accurately transitioned through the Project Life Cycle. (eg. Client Details, Site details, hardware details, licenses details)
We want a Site Survey Form for IT Site Scope that generates:
Quotation Building (Internal) - Dynamic Pricelist
Quote Template (Presentation)
Sales Template
Contract Template (Digital Signature?)
Deployment Template
Internal Billing Setup Template
Some need to have the ability to digitally sign & or print
Attached is our current workflow using Excel. Each sheet is a different step int he workflow.
Also attached is a Site Survey that we have ben working on. This is the kind of format we are looking for.
Attached is a blank Quote Presentation. This can be altered/redesigned.
We are trying to streamline a workflow so that Site Survey Data is accurately transitioned through the Project Life Cycle. (eg. Client Details, Site details, hardware details, licenses details)
We want a Site Survey Form for IT Site Scope that generates:
Quotation Building (Internal) - Dynamic Pricelist
Quote Template (Presentation)
Sales Template
Contract Template (Digital Signature?)
Deployment Template
Internal Billing Setup Template
Some need to have the ability to digitally sign & or print
Attached is our current workflow using Excel. Each sheet is a different step int he workflow.
Also attached is a Site Survey that we have ben working on. This is the kind of format we are looking for.
Attached is a blank Quote Presentation. This can be altered/redesigned.