Time & Material

Power Apps, Sharepoint — 24

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Proposal Management System

🎯 Project Objective

Replace manual proposal processes with a structured Power App for creation, approvals, and document integration across Microsoft 365.

📋 Core Features

🔹 1. Proposal Creation
- Form-based interface to start a new proposal
- Fields: Name, Opportunity ID, Client Name, Created By
- Auto-generate proposal number (e.g., PROP-2025-001)

🔹 2. Proposal Data Entry Tabs
- Modular sections for structured input
- Includes: Scope, Technical Requirements, Timeline, Budget, Deliverables
- File attachment support

🔹 3. Approval Workflow
- Submit for internal review and approval
- Approvers receive email summary + direct access
- Live status updates: Approved / Rejected / Needs Changes

🔹 4. Version Control
- Track and store proposal versions: v1, v2, vFinal
- Show timestamps and user info
- View or restore older versions

🔹 5. Dashboard & Reporting
- Visual dashboard with proposal stats
- Filters: Date range, Client, Status
- Charts or tiles: Submitted, Pending, Approved, Rejected

🔹 6. Integration Capabilities
- Teams/Outlook for notifications
- SharePoint/OneDrive for storage
- Optional PDF export for final proposals

🔐 Access Control & Roles

- Standard Users: Create/view own proposals
- Approvers: Approve/reject any proposal
- Admins: Full control over all records

📦 Deliverables

- PowerApps Canvas App (.msapp file)
- SharePoint List/Data source schema
- Microsoft 365 integration workflows
- Deployment guide + User manual

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