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.
-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
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