Quote Request and Management System with Dashboard Reporting
Preferred learners
- Canada
- Academic experience
Categories
Skills
Project scope
- What is the main goal for this project?
-
Quote Control Ltd seeks to automate a quote request and management process through a comprehensive system that integrates email communications, smart forms, and real-time reporting. The goal is to develop a user-friendly interface that allows for seamless quote requests and responses via email or other communication channels. The system will utilize smart forms to parse and distribute components efficiently, integrate 3rd party lookup data, and employ APIs for smooth data flow. Additionally, a dashboard will be created to provide real-time reporting on key metrics related to quote requests and responses. This project aims to enhance operational efficiency and provide valuable insights through advanced reporting capabilities.
- What tasks will learners need to complete to achieve the project goal?
-
The project will deliver a fully functional system with the following components:
- Email/Communication Integration: Functionality to send and receive emails for quote requests and responses.
- Smart Forms: Forms that parse and distribute components, then reintegrate quotes.
- Data Integration: Integration with 3rd party lookup data and custom lookups.
- APIs: Incoming and outgoing APIs for seamless data flow.
- Dashboard and Reporting: A dashboard with real-time reporting on quote requests, responses, and key metrics.
- Testing and Deployment: A fully tested and deployed system ready for user acceptance testing.
- What is the main goal for this project?
-
Quote Control Ltd seeks to automate a quote request and management process through a comprehensive system that integrates email communications, smart forms, and real-time reporting. The goal is to develop a user-friendly interface that allows for seamless quote requests and responses via email or other communication channels. The system will utilize smart forms to parse and distribute components efficiently, integrate 3rd party lookup data, and employ APIs for smooth data flow. Additionally, a dashboard will be created to provide real-time reporting on key metrics related to quote requests and responses. This project aims to enhance operational efficiency and provide valuable insights through advanced reporting capabilities.
- What tasks will learners need to complete to achieve the project goal?
-
The project will deliver a fully functional system with the following components:
- Email/Communication Integration: Functionality to send and receive emails for quote requests and responses.
- Smart Forms: Forms that parse and distribute components, then reintegrate quotes.
- Data Integration: Integration with 3rd party lookup data and custom lookups.
- APIs: Incoming and outgoing APIs for seamless data flow.
- Dashboard and Reporting: A dashboard with real-time reporting on quote requests, responses, and key metrics.
- Testing and Deployment: A fully tested and deployed system ready for user acceptance testing.
Supported causes
About the company
- https://quote-control.com
- 2 - 10 employees
- Transport, trucking & railroad
Quote Control Ltd. works with small to medium sized enterprise Shippers and Freight Forwarders to reduce errors and streamline communications up front, enabling them to execute the first time.
Our Vision: Is to enable small to medium logistics operators to compete on a global scale by giving them access to technology typically only available to large multinationals.
Our Mission: We are fostering the evolution of logistics with innovative technologies that enhance efficiency, optimize performance, and maximize yield.
We are very early and working on our MVP. We have alot of ideas and want to be able to offer products people can trust with their most confidential information. Right now, we are an open book.
Portals
