Opportunity App

Power Automate, Sharepoint, Power Apps — 22

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Proposal Management Power App

🎯 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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