Inafana – Building Digital Solutions That Work for You
A comprehensive SaaS platform for creating, managing, and sharing professional project proposals with AI-powered content generation, team collaboration, and client engagement tracking.
Project Overview
Project Proposal Forge is a full-stack web application designed to revolutionize how businesses and freelancers create, manage, and share professional project proposals. The platform combines modern web technologies with AI-powered content generation to streamline the entire proposal workflow.
PROJECT SCOPE
The application serves as a complete proposal management solution, enabling users to generate professional proposals with rich content, customizable templates, and AI-assisted writing. It supports multi-tenant organization management, allowing teams to collaborate effectively on proposals while maintaining clear role-based access controls.
-
Proposal Creation
-
Template System
-
AI Integration
-
Client Engagement
-
Team Collaboration
-
Portfolio Management
BUSINESS FEATURES
The platform includes comprehensive business management features such as subscription plans with credit-based usage tracking, integrated Stripe payment processing, and detailed analytics for monitoring proposal performance and client engagement metrics.
TECHNICAL ARCHITECTURE
Built with a modern tech stack including React and TypeScript for the frontend, Node.js and Express for the backend API, and PostgreSQL for data persistence. The application follows RESTful API principles, implements secure authentication with JWT tokens, and includes comprehensive error handling and validation.
THE REQUIREMENT
The client needed an end-to-end system to manage the full proposal lifecycle—from creation to client engagement. Existing workflows were slow, inconsistent, and lacked visibility, collaboration, and branding control.
Key Challenges
- Manual proposal creation was time-consuming and inconsistent
- No proper collaboration, version control, or sharing tools
- Limited insight into client views and engagement
- Difficulty maintaining consistent branding
- No centralized portfolio to showcase completed projects
Core Requirements
- User & Organization Management: Secure authentication, role-based access, and team invitations
- Proposal Creation: Rich text editor with sections, pricing, milestones, and media
- Templates & Branding: Reusable, customizable templates for consistent design
- AI Assistance: OpenAI integration to generate and enhance proposal content
- Secure Sharing: Token-based links with expiry, view tracking, and analytics
- Subscriptions & Credits: Usage-based plans for proposals and AI features
- Portfolio Management: Centralized project showcase with media and tech details
- Analytics: Track proposal views, engagement, and usage metrics
- Responsive UI: Optimized for desktop, tablet, and mobile
Technical Requirements
- RESTful APIs with secure authentication and error handling
- Scalable database design with data integrity and soft deletes
- Secure file uploads and HTTPS communication
- Environment-based configuration (dev, staging, prod)
- Performance-optimized and scalable architecture
CORE FEATURES
-
User authentication and authorization with secure password management
-
Multi-tenant organization management with role-based access control
-
Rich text proposal editor with custom sections and media support
-
Customizable proposal templates with branding options
-
AI-powered content generation and enhancement
-
Secure proposal sharing with unique tokens and expiration
-
Client engagement tracking and analytics
-
Subscription management with credit-based usage system
-
Portfolio management for showcasing completed projects
