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Development of Client Proposal System

We are looking to have a Client Proposal System developed, similar to [url removed, login to view] or proposify.com. This will just be for internal use and integrated into our website, we would also need the sales portal portion to be worked into a hybrid app for iOS and Android. The developer will need to work closely with our design team that is currently building our website as they will be responsible for the final look of the design. All features need to be fully responsive (phone, tablet, and desktop views) including the Digital Signatures. I am open to any programing languages, however I am familiar with PHP and will have an easier time understanding the development if the backend is done in PHP.

REQUIRED FEATURES

-Internal users will login using our Active Directory credentials, the system should authenticate directly to our AD and not store internal user credentials of any kind (information needed for the system to operate properly can be pulled from AD and stored in the system database, but should be checked for updates frequently).

-The System will be populated with pre-defined sections for each service we offer that the sales team should be able to pick and choice which services to include in the proposal along with having a set of defaults that can be defined by management.

-All pre-defined sections should be stored in the system database and have the ability for management to edit them with a built in rich text editor. (Sales Management will be defined by an AD Group).

-Rich text editor should also be able to include in-line videos in the proposals

-Client information should be pulled from our PSA System (Autotask) however all client information need should be stored in the system database to allow for historical records should the client be removed from our PSA.

-System will need to be able to email the client once the proposal has be built and approved, this email should include a link to a custom webpage that holds the proposal/contract as well as a PDF Version.

-For legal purposes the clients should be required to create an account/password (using email that proposal was sent to as username) if this is the first proposal being sent to them, if not they should be required to login.

-On first login Users should be required to create an electronic signature and initials for signing of documents.

-User should have the ability to opt-out or opt-in to optional features included and automatically update the proposal and notify the Account Manager that sent the proposal of changes made

-Once User is satisfied with the proposal they should be able to sign the contact and initial as required by the specific sections involved (to be set by management).

-Contract will need to be signed automatically by the Account Manager sending the proposal and any changes by client will require re-approval by the Account Manager

-All Contacts need to be stored in the local file system, copied to company servers, and emailed to the clients, all signed versions need to be available in the portal to both internal staff and end users in both web and pdf formats

-The System should be capable of notifying the Account Manager when the client open the web portal to view an active proposal, these notifications should be able to be sent via email or through Slack depending on personal preference

Skills: Android, iOS Development, MySQL, PHP, Software Architecture

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About the Employer:
( 0 reviews ) United States

Project ID: #15943905

77 freelancers are bidding on average $1257 for this job

best1

Hi there, We have gone through your project brief to develop a Client Proposal System like www.proposify.com. We can develop required features well for Mobile and web app. Relevant Skills and Experience We have In-ho More

$1250 USD in 20 days
(289 Reviews)
10.0
infoway

Hi, We have gone through your project description and your main business logic is quite clear to us but for the development purpose, we need detail specification. Relevant Skills and Experience Skills: CMS- Wordpress, More

$1159 USD in 20 days
(445 Reviews)
9.6
KESHAVINFOTECH

Hi There, I have checked your given detailed description in detail and got the over all idea about the flow. If you like my proposal then I would like to come up with my plan. :-) Relevant Skills and Experience I wi More

$1390 USD in 22 days
(699 Reviews)
8.8
$1250 USD in 20 days
(68 Reviews)
8.2
sphinxsolution

Hi, Our concept Engineer would like to discuss about how your idea can be converted into successfully running business. Please let me know when you are available for discussion. Relevant Skills and Experience We have More

$1500 USD in 30 days
(50 Reviews)
8.1
r4rony

Hi, I have analyzed your detail requirement for development of Client Proposal System similar to [login to view URL] and We are very excited to work on this solution to provide you the best solution Relevant Skills and More

$2268 USD in 30 days
(166 Reviews)
8.3
gkws

Dear Employer, Greetings from Risensys !! I've read your project description and assure you to give work above your expectations; I would like to discuss few details with you regarding this project. Relevant Skills More

$1200 USD in 20 days
(350 Reviews)
7.9
webbookstudio

Hello, there. My name is Olya and my team is interested in developing Your client proposal system. Ready to discuss. waiting for Your reply! Relevant Skills and Experience We provide projects related on any available More

$1237 USD in 20 days
(134 Reviews)
8.0
gopalvora

As you have to make Client Proposal System developed, similar to [login to view URL] or [login to view URL] ,we are able to do it so lets discuss in details and make deal Relevant Skills and Experience we have highly skilled More

$944 USD in 20 days
(451 Reviews)
8.2
technorizen

Hello, I saw your job post and you need Android and iOS app for "[login to view URL] or [login to view URL] " and i have skills in coding similar app and i believe that i can do it for you perfectly. Relevant Skills and Exper More

$1000 USD in 20 days
(124 Reviews)
8.1
fleetways

Sorry for quoting way above max budget, thank you for looking at our bid. We are assuming a development from scratch, also to be based on an architecture to go along with your internal application. Relevant Skills an More

$5555 USD in 90 days
(88 Reviews)
8.0
gahisharma

Dear Client, Hope you doing well. I have gone through your requirement and as per my previous work experience i am ready to start work immediately on your project. Relevant Skills and Experience https://www.mytootle. More

$1184 USD in 20 days
(41 Reviews)
7.5
$1184 USD in 20 days
(34 Reviews)
7.4
JoomlaVogue

[login to view URL] [login to view URL] Relevant Skills and Experience [login to view URL] More

$888 USD in 20 days
(141 Reviews)
7.9
tarekahmed

[login to view URL] This link is a Multi Vendor system That link is a sample of what I did before Relevant Skills and Experience We have a Professional team for PHP Laravel framework,chat systems,web More

$1250 USD in 20 days
(116 Reviews)
7.5
Beautistar

Hello, sir I read your project description that is to develop of Client Proposal System and I am very interested in your project based on my rich experience Relevant Skills and Experience As you can see from my profil More

$1250 USD in 20 days
(75 Reviews)
7.6
wancheng

client proposal system for ios and android Relevant Skills and Experience swift,java Proposed Milestones $1250 USD - 1

$1250 USD in 20 days
(22 Reviews)
7.2
mike199

Hi, I’m a full stack developer. I live in Oxford. Your project looks exciting to me and I do have the required skills Relevant Skills and Experience Android, iOS Development, MySQL, PHP, Software Architecture Propose More

$1250 USD in 20 days
(48 Reviews)
6.9
Thesynapses

Hi, Thanks for the detailed specification and reference App, we get an idea of Client proposal App you're looking for. Currently, we're seeking approval from you so that we can escalate for scoping. Relevant Skills an More

$1250 USD in 20 days
(17 Reviews)
6.8
shreeyait

[login to view URL] [login to view URL] Relevant Skills and Experience [login to view URL] More

$1250 USD in 20 days
(83 Reviews)
7.3