NextGen Proposal Platform
Budget: €6 – €12 EUR
Hello, please see the design brief below.
Bidders, please outline tech stack that you will use and please provide examples of previous work.
Project Title:
NextGen Proposal Platform (NPP)
Background:
Client is looking for an in house custom application to send proposals, manage document signing and lead management. They need to be able to design and customise templates.
Objectives:
To develop a user-friendly, web-based proposal creation and management platform.
Facilitate seamless integration with various CRM systems to enhance workflow and data consistency.
Provide a collaborative environment for sales teams to work on proposals simultaneously.
Enable tracking and analysis of proposal engagement to refine sales strategies.
Target Audience:
Sales professionals and teams across various industries.
Small to medium-sized businesses seeking to streamline their proposal process.
Freelancers and consultants who require a professional touch in their proposal submissions.
Scope of Work:
UI/UX Design: Clean, modern, and responsive design for an intuitive user experience on desktop and mobile devices.
Content Management: A library for storing and organizing content like text, images, and videos.
Template Engine: Customizable proposal templates with drag-and-drop functionality.
Collaboration Tools: Real-time editing, commenting, and version control for teams.
CRM Integration: Seamless connections to popular CRM platforms for data synchronization.
Analytics Dashboard: Metrics and insights on proposal performance.
Security: Robust authentication and encryption to protect sensitive information.
E-signature Integration: Facilitate legally binding digital signatures within the platform.
Tone and Branding:
The platform should align with modern design principles that reflect reliability, professionalism, and innovation. Branding elements like color palette and typography should be consistent with the company’s identity.
Bidders, please outline tech stack that you will use and please provide examples of previous work.
Project Title:
NextGen Proposal Platform (NPP)
Background:
Client is looking for an in house custom application to send proposals, manage document signing and lead management. They need to be able to design and customise templates.
Objectives:
To develop a user-friendly, web-based proposal creation and management platform.
Facilitate seamless integration with various CRM systems to enhance workflow and data consistency.
Provide a collaborative environment for sales teams to work on proposals simultaneously.
Enable tracking and analysis of proposal engagement to refine sales strategies.
Target Audience:
Sales professionals and teams across various industries.
Small to medium-sized businesses seeking to streamline their proposal process.
Freelancers and consultants who require a professional touch in their proposal submissions.
Scope of Work:
UI/UX Design: Clean, modern, and responsive design for an intuitive user experience on desktop and mobile devices.
Content Management: A library for storing and organizing content like text, images, and videos.
Template Engine: Customizable proposal templates with drag-and-drop functionality.
Collaboration Tools: Real-time editing, commenting, and version control for teams.
CRM Integration: Seamless connections to popular CRM platforms for data synchronization.
Analytics Dashboard: Metrics and insights on proposal performance.
Security: Robust authentication and encryption to protect sensitive information.
E-signature Integration: Facilitate legally binding digital signatures within the platform.
Tone and Branding:
The platform should align with modern design principles that reflect reliability, professionalism, and innovation. Branding elements like color palette and typography should be consistent with the company’s identity.