Development of Client Proposal System

Closed Posted 6 years ago Paid on delivery
Closed Paid on delivery

We are looking to have a Client Proposal System developed, similar to [login to view URL] 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

Android iOS Development MySQL PHP Software Architecture

Project ID: #15943905

About the project

73 proposals Remote project Active 6 years ago

73 freelancers are bidding on average $1267 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
(294 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
(527 Reviews)
9.7
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
(271 Reviews)
8.5
Honestdeveloper1

Dear sir I have completed projects similar to your requirement in the past. If you could share your project detail requirements, I will share relevant past work and demo. Relevant Skills and Experience I already dev More

$1250 USD in 20 days
(57 Reviews)
8.2
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
(100 Reviews)
8.3
Yugene90

Hello, How are you? I have checked your job "Development of Client Proposal System" and placed a bid since I can develop your app. Relevant Skills and Experience If you are still hesitating to select me, please check More

$750 USD in 20 days
(62 Reviews)
8.3
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
(93 Reviews)
8.2
wancheng

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

$1250 USD in 20 days
(29 Reviews)
7.6
Smart1902

Hello, I have 7+ years of experience in Mobile (iOS/Android) app development and Web development(PHP, .NET, JAVA). Please contact so we can discuss in details the functionality of the App . Relevant Skills and Experie More

$1500 USD in 20 days
(70 Reviews)
7.6
brianconey

Hello , How are you . Please check my review and five star . I am good at PHP & MySQL. I am sure I can build your website fixed . . I am a PHP Developer based on China . I can make sure I will deliver my serv More

$1250 USD in 10 days
(213 Reviews)
7.1
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
rathorevinod13

Hi, I checked your complete requirement to develop a system for Client Proposal same as proposify & betterproposals, I would like to provide my services for the same. Lets have a chat for more Relevant Skills and Expe More

$1388 USD in 20 days
(36 Reviews)
7.0
Julian29

Hello, I saw that you would like to design and develop the client proposal system and i have excellent skills and experienced and i can get this job done for you. Relevant Skills and Experience I have 6 years of exper More

$1100 USD in 20 days
(74 Reviews)
7.3
WebExpertsx

We read your requirement about Client proposle System and we want you to know that we have a good past experience in PHP,wordprss,laravel ,angular.js, javascript, Bootstrap, SEO, node js,htmland css . Relevant Skills More

$777 USD in 7 days
(21 Reviews)
6.8
ruchiakhani

I can start working on your project immediate basis, I am sure you will be happy working with me, Relevant Skills and Experience Android, iOS Development, MySQL, PHP, Software Architecture Proposed Milestones $1250 More

$1250 USD in 20 days
(30 Reviews)
6.8
Cubewires

Hi, I have read the description very carefully and assure you to deliver successful mobile application solution. In order to share one precise proposal, I would like to discuss your idea in detail. Relevant Skills an More

$1500 USD in 30 days
(17 Reviews)
6.5
shaoying

Hello, Sir. How are you? Just i read your descriptions very carefully. Your project is very interesting for me. Can we discuss more specifically via chatting? Relevant Skills and Experience I am an excellent full-time More

$1250 USD in 20 days
(31 Reviews)
6.6
king18yat

. Relevant Skills and Experience . Proposed Milestones $1250 USD - . 1.) No advance is needed . Just create the milestones 2.) My skills-->screen and page designing , website , Android application, IOS application , More

$1250 USD in 20 days
(39 Reviews)
6.3
jonyahmed105

Hi I can handle it. Relevant Skills and Experience Android Proposed Milestones $1250 USD - work done

$1250 USD in 20 days
(158 Reviews)
6.5
AbubakarHashmi

Hello, i have read your job description and fully understand your requirements. It looks like I’ll be the perfect candidate for this job because I have hands on experience in this field. Relevant Skills and Experien More

$777 USD in 20 days
(24 Reviews)
5.0