We are looking to develop a quoting engine within a WordPress website.
1) User creates an application and signs up for an account
2) Information from the application is forwarded to multiple third parties for quoting. Third party is notified by email that new quote has arrived
3) Credit report collected from third party system and attached to client application
4) Third party logs in to access information and submit their quote
5) Client is notified by email of new deal submitted - Client logs into account to review deals
6) Client accepts deal - acceptance sent to third party and Admin of site.
All data to be securely stored and accessible by user when logging in order to make further applications for other products such as insurance.
Applications to be saved for completion at a later date.
Process diagram attached.
If possible we could look at using the following framework and developing it - however I am unsure if this is technically possible or legal [url removed, login to view] - Have contacted the author for permission under a developer license
Happy to review other systems that we can use as a started platform as this project is rather critical