I have a financial site using Wordpress. I am looking to automate a few tasks.
Our company provides offers to our clients based on their input.
The first task to automate is generating a company logo pdf document based on user input.
Input: User will enter a few entries on an online web page
Output: a PDF file containing the input + pre-existing elements
The output PDF will be an offer on a company letterhead containing:
– Company logo, address, phone, etc
– Pre existingfixed fields
– User entries
– CEO signature and information
Some calculationsdata manipulations will be needed with user input.
Process should be designed and flexible enough to change in the future by a non techie person.
Users will be able to search for previously stored entries and re-issue a new PDF offer at will.
PDFs will be emailed to user and CEO.
Web page will be password protected per user (multiple users will use web page)
Solution should use free and available WP plugins that will not break upon an upgradeupdate of WP or the plugins.
Full documentation will be needed and training.
Posted On: September 14, 2018 11:35 UTC
Category: Web, Mobile & Software Dev > Web Development
Skills: MySQL Administration, PHP, Website Development, WordPress
Country: United States
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