Looking for an agency who can develop online quotation and invoicing system.
The online quotation and invoice system should be able to do quotation management, invoice management, automatic payment remainders, SMS updates, customer management, reports and metrics.
Main system functions
A quote should be created by entering details such as customer information and product information based on which the software should calculate the amount itself.
Once quote is created, user should be able view it in which the user should be able to save/print/mail it in a PDF or excel format.
A quotation should be converted to an invoice carrying over all the relevant information.
Contacts module - Feature to send a quotation or invoice to multiple persons.
It should contain customer information and customer should get an SMS update every time a quote/invoice is sent.
Weekly emails updates to user about their activities on the software.
Various subscription packages with predefined functionalities.
Payment gateway integration.
Inventory management- Feature to add/ edit/ manage the details of all the products in inventory.
But I am open to your suggestion on what the technology stack you will use to implement this. This project will suit someone or a team with solid experience and has extensive experience in creating quotation and invoice system on the cloud.