Cathexis – Web Based Quotation System

Cathexis – Web Based Quotation System

We were approached by Cathexis EU to pitch for their project to turn their existing Excel based quotation system into a cloud-based system that would allow their team to generate quotes via a web portal. After a successful pitch we set about turning their project into a reality, we had a number of initial consultation meetings and produced a specification document outlining the work to be completed. We then carefully considered a variety of technologies for the build and settled with a PHP based backend and an Angular Js based frontend. This approach allowed us to give the user instant feedback as they selected options to build a quotation.The initial phase was to build a database with the backing data contained in the excel sheet, we manually designed and uploaded the data which allowed us to eliminate duplication and develop a comprehensive backed data system from which almost all of the data feeding into a quotation could be managed. We then began work on the front-end quote line builder element as there was a large number of user selectable options and nuances that went into the creation of each line of a quotation. This was a major undertaking and required a number of meetings to clarify amendments and tweaks that were required. We then set about building the remaining parts of the system including PDF and Word download functionality and specific pricing levels for specific users.