Fixed Price: Not Sure
| Posted: Mar 03, 2015 | Ends: 13d, 9h |
We have an existing Wordpress based website. We would like to have a page designed that would allow for visitors to complete an online questionnaire. Once complete the questionnaire will automatically be emailed to our office in a clear format. In addition we would like for certain fields in the questionnaire to map to our CRM (Zoho), so there would need to be integration with Zoho's API. The questionnaire will need to have flexibility to it. ie: we will be asking for family member names. the default should be 2 fields (husband/wife), then there needs to be an option that they can add additional fields for as many children as they would like to list. Same thing for insurance policies. Default would be one empty space. Then the ability to add as many fields as they need for all policies.
Category: Financial Planning