Wordpress customer portal processes with document management
Budget: €250 – €750 EUR
for the improvement of our company processes these are to be digitalized and simplified. For this purpose, a customer portal is to be created via our Wordpress homepage in the frontend. At the same time, the employees are to argue with the customer in the backend.
In detail it looks like this:
1) Customer makes inquiry and fills out dynamic questionnaire (form Multistep with file upload).
2) Customer consultant processes the request and, if necessary, asks additional questions, which the customer answers again using the form.
3) Customer receives quotation from employee and can order it
4) Appointment agreement and coordination with the customer => order confirmation
5) Execution and documentation of the execution
These rough points are supported by a process flow. This means that the consultant / employee can select forms dynamically.
The customer always sees in the customer portal what the current status of his request is (digits above)
The employees have an overview of the requests, the processing status and can prepare and process them accordingly for the next step. The documents can be viewed by the customer / employee at any time.
Depending on the role of the employee, he or she may also have limited access to the respective steps. (e.g. employees are only allowed to generate quotes, but not order confirmations).
An online platform is desired, which can be extended with content. This can be Wordpress preferably, but an alternative is also gladly accepted. It is important that the solution does not incur ongoing licensing costs.
The security of customer data/documents is paramount.
We are looking forward to an offer. Please tell us your suitable solution.
In detail it looks like this:
1) Customer makes inquiry and fills out dynamic questionnaire (form Multistep with file upload).
2) Customer consultant processes the request and, if necessary, asks additional questions, which the customer answers again using the form.
3) Customer receives quotation from employee and can order it
4) Appointment agreement and coordination with the customer => order confirmation
5) Execution and documentation of the execution
These rough points are supported by a process flow. This means that the consultant / employee can select forms dynamically.
The customer always sees in the customer portal what the current status of his request is (digits above)
The employees have an overview of the requests, the processing status and can prepare and process them accordingly for the next step. The documents can be viewed by the customer / employee at any time.
Depending on the role of the employee, he or she may also have limited access to the respective steps. (e.g. employees are only allowed to generate quotes, but not order confirmations).
An online platform is desired, which can be extended with content. This can be Wordpress preferably, but an alternative is also gladly accepted. It is important that the solution does not incur ongoing licensing costs.
The security of customer data/documents is paramount.
We are looking forward to an offer. Please tell us your suitable solution.