Web-Based Sales Configurator Development

Request for Proposal (RFP): Development of Web-Based Sales Configurator for Dynamic Offer Creation ________________________________________ 1. Project Overview Objective: Develop a web-based sales configurator to automate the creation of dynamic technical (MS Word) and commercial (MS Excel) offers. The tool will manage PCS configurations, generate Single-Line Diagrams (SLD) and General Arrangement (GA) drawings, and include real-time pricing, dependencies between options, and location-based adjustments. The configurator will feature a basic CRM module to manage customer and project data, allowing users to save drafts, track versions, and compare offers. The initial release will be standalone, with future scalability for ERP/CRM integration. ________________________________________ 2. Scope of Work • Frontend Development – Interactive UI for project configuration, PCS management, and CRM data entry. • Backend Development – Logic for dynamic pricing, dependencies, and offer generation. • Diagram and Document Generation – Automated creation and export of SLDs, GA drawings, and BOMs. • Testing and Deployment – Comprehensive testing and local deployment, with an option for Docker/cloud integration.   ________________________________________ 3. Key Functional Requirements • CRM – Customer and Project Management o Manage customer/project data (name, location, timeline). o Link CRM data directly to configurator-generated offers. • PCS – Power Conversion System Management o Add/Edit/Delete PCS entries via a form-driven interface. o Trigger compatible/restricted options dynamically. • SLD – Single-Line Diagram Generation o Auto-generate SLDs based on user selections. o Export to DXF, PDF, PNG, SVG formats. • GA – General Arrangement Drawings o Phase 1B: Basic layout (major equipment only). o Phase 2: Advanced GA with mounting points, ventilation paths, and cable routing. • BOM – Bill of Materials o Generate BOM dynamically with real-time pricing adjustments. o Export to Excel (XLSX) and CSV. • Sales Configurator o Dynamic, real-time pricing and option dependencies. o Region-based adjustments for pricing, taxes, and standards. o Draft saving, version control, and comparison functionality. o Export offers in editable MS Word/Excel formats. ________________________________________ 4. Deliverables • Fully functional web-based configurator integrating CRM, PCS management, and dynamic offer creation. • Automated export of SLDs, GA drawings (basic), and BOMs. • User-friendly PCS/project data forms (no coding required). • MS Word and Excel templates for dynamic offer generation. • Technical documentation, user manual, and deployment package.   ________________________________________ 5. Milestones and Timeline Milestone Timeline Phase 1A: CRM, PCS Management, and Sales Configurator Week 1–4 Phase 1B: SLD and Basic GA Drawing Generation Week 5–8 Testing and Deployment Week 7–8 ________________________________________ 6. Technology Stack – Flexible Approach Diagramming libraries should be open-source or low-cost, supporting exports to DXF, PDF, and SVG. Applicants may propose alternative tools if they meet export requirements. Freelancers are encouraged to propose their preferred technology stack for: • Frontend Development – Web UI, responsive design, and CRM module. • Backend Development – PCS management, CRM, and diagram logic. • Diagram Generation – SLD and GA tools. • Document Generation – MS Word and Excel automation. • Deployment – Local deployment, with optional Docker/cloud phases. ________________________________________ 7. Testing Requirements • Unit Testing – Core logic and API functionality. • Integration Testing – Frontend-backend interaction. • End-to-End Testing – Full sales configurator workflow (SLD, GA, and BOM generation). • User Acceptance Testing (UAT) – Client review and final adjustments. ________________________________________   8. Application Requirements • Examples of similar projects (preferably involving sales configurators or dynamic offer tools). • Detailed development approach, including the technology stack. • Cost breakdown and estimated timeline. • References or client testimonials. ________________________________________ This RFP specifies a phased approach, focusing on core configurator functionality first (Phase 1A) and expanding to detailed GA generation (Phase 2). Offer text blocks, pricing logic, and dependencies will be provided to shortlisted freelancers. We need something like [login to view URL]