We are a Web Application development company, working with Overseas Customers. Need services of FreeLance Developers form time to time on various projects.
We need estimates for following project:
At this point, I’m only concerned with receiving estimates for the first milestone for this first phase of the project.
This project is to dedicate a website for Cube Theory startup clients.
The basic outline of the website would mimic, but not exactly, the essential framework of [login to view URL] and www.rocketmortgage.com. Beyond that we would like the site to immediately direct them into the selection process for our services. The specific details of how we picture the layout of the site can be discussed in a conference call, if your group is selected for the project. To give basic insight it would be similar to [login to view URL] but would have 6 categories.
We are looking for use [login to view URL] platform as out basis for file sharing and other essential features needed to service out clients. This has been decided as a measure to reduce the initial costs to setup the website. Along with Box we would be looking to use Form Stack, or preferred a free alternative option, for data collection. What ever API is selected it must automatically transfer into box. We are also looking to use Sales Force, or preferred a free alternative API for CRM. Lastly, we would need a payment gateway API such as Paypal, Square, Stripe etc.
Basic Flow Outline:
1. Indicate Business Industry
2. Indicate Business Type
3. State specific type of business
4. Number of Business Owners
5. Name, Contact Info, & percentage of ownership for each
6. Desired business name (Give three choices, ranking them in order of preference)
7. Business Address, Phone, Email, URL
8. Name & Contact of the to be Registered/Statutory Agent
9. Select the services you desired assistance with.
10. Indicate the desired option for each selected service
11. Collection of data needed to complete the desired task.
12. Create an account or login (Give them the option to create that at the start of the process or at any point along the way.)
13. Payment Summary Page
14. Check out, final disclosures would be indicated here
Client Account Sign in
Request Call Back
Internal/External Note Sharing
Form Stack (Or preferred free alternative API for data collection)
Sales Force (Or preferred free alternative API for CRM)
Hyperlinks (To expand an explanation about a specific feature or offering)
Shopping Cart & Payment Gateway
Bulk Discount Offers
(Itemized receipt showing ours fees and filing fees.)
Lead capturing (For those who inquire, or start a service request, but don’t finish. Data to later transfer
to a CRM.)
Ability to see all actions performed by an employee & the client
Name of employee who performed the action
Date & time stamping for when an employee received a file to every action performed
Ability for management to note and edit actions by employees, making date and time and
the person who performed the action.
Contact Form (For customized options. These would be worked under Cube Theory directly.
Save and return later feature
FAQ’s for each feature
Team profiles with images of who is working their account
Shopping cart recommendations
Referral Data Base
Multiple Language Option
Docusign (Or other signature capturing capability)