Software Proposal Portal is the only organization exclusively focused on creating software project proposals and customer relationships management needs of software development companies and freelancers.

1. Software Proposal
Portal Inc.
Established in: 2012
Key functionalities:
Software Project Creator, CRM, Scheduler

2. Software Proposal Portal Inc.
(SPPI)
is the only organization exclusively focused
on creating software project proposals
and customer relationships management
needs of software development
companies and freelancers.

3. Functionalities

4. Our clients

5. Pricing & Plans
Features
Individual
Basic
Individual
Standard
Individual
Advanced
Small
Business
Large
Business
Creation of
software
development
proposals
Available for
creation in PDF
format with SW
Proposal label
Available for
creation in PDF
format only
Available for
creation in PDF
and Doc format
Available for
creation in PDF
and Doc format
Available for
creation in PDF
and Doc format
CRM functionality
Available
Available Available Available Available
Personal
scheduler
Available Available Available Available Available
Number of users
Single user with
admin role
Single user with
admin role
Single user with
admin role
Multiple users
with 3 main
roles available:
admin, tech
analyst, sales
agent (maximum
of 5 active users)
Multiple users
with 3 main
roles available:
admin, tech
analyst, sales
agent (unlimited
number of users)
Three types of
users with different
access rights
- - - Available Available
Disk space for
account
50 Mb 500 Mb 2 Gb 2 Gb 5 Gb
Free 30 days trial
period
Available Available Available Available Available
30 days
subscription price
FREE 5 USD 10 USD 25 USD 50 USD

6. Software Project
Proposal

7. Project Card
• Project Name
• Status
• Client Name
• Tech Analyst
• Sales Agent
• Project Requirements

8. General Information
• Project Details
General Project Description
Your information
List of Important Requirements
Your information
Possible Risks
Your information

9. Technical Section
• System Architecture
– Architecture Design
– Technical Architecture
– Architecture Description
– Technologies

10. Technical Section
• Additional details
Documentation
 Contract
 Commented source code
 Mockups, etc.
Your information
Testing methods
 Functional testing
 Performance testing
 Destructive testing, etc.
Your information
Communication
Type Communication
Day to day Client will be able to communicate with a project manager via a
desired instant messenger, Skype, e-mail
Weekly Weekly status report document, etc.
Your information

11. Technical Section
• Breakdown of Work Scope
# Stages-Tasks Man-Hours Labor Category
Stage I Analysis and Design Your information Your information
1.
2.
Stage II Implementation Your information Your information
1.
2.
Your
information
Your information Your information Your information

12. Technical Section
• Breakdown of Work Scope
Role Man-Hours
Project Manager Your information
Senior software engineer Your information
Software engineer Your information
Web designer Your information
Software test engineer Your information
Graphic designer Your information
Junior software engineer Your information

13. Technical Section
• Deliver Scheduler
Stage 1
•Stage Title
•Tasks
•Estimate (work days)
•Deliverables
Stage 2
•Stage Title
•Tasks
•Estimate (work days)
•Deliverables, etc.

14. Financial Section
• Budget
• Prices, Time and Cost Estimation
• Additional Services
• Total cost includes
Development and testing efforts to create the entire project
Final deliverables in accordance with project work scope listed in
proposal
3 months of free bug fixing, etc.
• Conditions

15. Financial Section
• Terms
Stage % Price
Pre-payment Your Information Your information
After completion of Stage 1 Your Information Your Information
After completion of Stage 2 Your Information Your Information
After completion of Stage 3 Your Information Your information
After completion of Stage 4 Your Information Your Information
Total Your Information Your Information

16. Financial Section
• Terms
• Payment Technique
• Wire Transfer
• PayPal
• Guru, etc.
• Notes
• Warranty Terms
• Maintenance Terms

17. General Information
• Portfolio and References
• Portfolio Samples
• References
Image Description
Description

18. Types of proposals
available

19. Teamwork

20. Customer Relationship
Management

21. CRM
Client Country City
Person’s
Name
Sales
Agent
Negotiation
Status
Appointment
Status
Due
Date
Status
Elearning
Solutions
Gmbh
Germany
Frank
furt
Markus
Vögtlin
Your
Informati
on
Potentially
interested, but not
now
No Appointments
No
Date
Active
Your info Your info Your
info
Your info Your info Your info Your info Your
info
Your info
• Create new client
• Activate
• Hide
• Delete
• Export
• E-mail to clients

22. Online Scheduler

23. Online Scheduler
Monday Tuesday Wednesday Thursday Friday Saturday Sunday
27 28 29 30 31 1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29 30
June 2013 Month
• Create new event
• Schedule your work

24. + FREE BONUS
BLOG
with Articles on:
– Business development
– Proposal Creation
– Sales strategies and approaches, etc.

25. Conclusion

26. Why the Software Proposal
Portal?
 Offers 3 in 1: Software Proposal Creator + CRM + Scheduler
 Focus on the IT industry
 Time savings – just fill in fields required
 Teamwork available – divide responsibilities basing on the expertise
 Customization ability
 PDF and MS Word formats