Opportunity App
Power Automate, Sharepoint, Power Apps — 22

🎯 Project Objective
Replace manual or spreadsheet-based proposal processes with an interactive Power App that enables:- Proposal creation & data entry
- Versioning and approval workflows
- Microsoft 365 integration for docs and comms
- Centralized record-keeping
📋 Core Features
🔹 1. Proposal Creation- Start proposals via form-based UI
- Capture: Name, Opportunity ID, Client, Date, Created by
- Auto-generate proposal number (e.g., PROP-2025-001)
🔹 2. Proposal Data Entry Tabs
- Modular input sections:
— Scope of Work
— Technical Requirements
— Timeline & Milestones
— Budget, Deliverables, Attachments
🔹 3. Approval Workflow
- Submit for internal approval
- Approvers get email + access link
- Status options: Approved / Rejected / Needs Changes
- Real-time updates in Power App
🔹 4. Version Control
- Maintain versions: v1, v2, vFinal, etc.
- Timestamps and user tracking
- Restore previous versions anytime
🔹 5. Dashboard & Reporting
- Home screen with proposal stats and tiles
- Filter by: Date, Client, Status
- View Submitted, Pending, Approved, Rejected
🔹 6. Integration Capabilities
- Notifications via Microsoft Teams or Outlook
- Store docs in SharePoint/OneDrive
- Export final version as PDF (optional)
🔐 Access Control & Roles
- Standard Users: Create/view their own proposals- Approvers: View + approve/reject proposals
- Admins: Full access to manage all records
📦 Deliverables
- PowerApps Canvas App (.msapp)- SharePoint List structure/schema
- Microsoft 365 integration workflows
- Deployment guide + User manual
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