01-21-2009 02:57 PM
I am looking for a programmer to add some field into the products services tab within the opportunities function of the current version of ACT.
This tool will be used to record quotation parameters for the opportunity and allow me to generate a "quotation" that can be email to the client from within ACT.
Prospect submits a request for quote
Prospect is added to database
New opportunity is generated
---------- New feature comes in here ----------
Normally you provide a quote on a product and track it as an opportunity. Out product is "commission", but we need to maintain a record of quote parameters. Once all of the info is entered based upon the clients requirements you would hit a calculate button to solve for the monthly payment. The commission that is entered in the table becomes the "product" price for sales tracking from within the opportunities section. We are then able to send a report 'the quote" to the client and track for further action using existing features within ACT opportunities.
I have specs of new fields and any cals required to send by email. The calcautor is based upon a pmt calcuation (ie PV, FV, N,I Pmt)