I need a SAAS document composition application and basic connected front end website to be created to give my staff and users the ability to create document templates which can be used to automatically generate documents either using manual input or via API’s/attached content (SQL Query results, google sheets, CSV’s, etc.). Users will need to be able to create templates using a very simple but feature rich drag-and-drop visual editor (see SendGrid and Mailchimp editor as well as attached document for more info).
I’ve included a document that tries to outline in much more detail what I’m looking for, including how the API’s might work, what the visual drag-and-drop editor should behave and look, etc.
The SAAS application should be written in a scalable and modular fashion to allow future expansion, but for this project, integration modules for things like Box, Dropbox, AWS S3, Azure, FTP for storage of generated documents and CSV, API, MySQL, MS SQL, Google Sheets, Airtable, etc. for pulling data into templates and generating documents as well as a Zapier wrapper application.
The SAAS application itself would have core connected systems (like SendGrid, Twilio, etc.) to send users emails, SMS reminders, and any other main site features, etc. and Stripe to take payment for subscriptions.
Generated documents would be stored locally by default as well as having options for sending to a persons connected account which can also be used to store generated documents (if the user so wishes) - connected systems are outlined in the attached document.
The management/admin part of the site would allow such things as total control over the limits that customers have based on their subscription, modifying them, creating and modifying plans (which should then be published to the website). Subscriptions and payments, invoices, etc. should all be available to me here as well (again, see attached document for more detail).
The SAAS application should be as easy as possible for users to sign up to plans themselves, pay via via stripe, and manage the plans, etc.
Subscription plans should have a lot of options that can be set (and show on the front end website), such as how many emails are included in a plan, how many generated documents per month, how many API calls, how much included storage, how many templates, etc.)
The above is a very high level overview so as part of the bid, please read over the attached document and include how you think the system should be deployed. What type of cloud platform, server less API’s vs other options, other technologies that you would use, etc.
I am going to be leaning on your expertise on how the application should be developed, where it should be deployed and hosted (AWS, Azure, private, etc.) and I would like to have the application be as scalable as possible, allowing me to host the application for my internal staff to use first and once deployed possibly to a wider audience (my customers), the infrastructure should scale accordingly but be as efficient and preferably run lean and cost effective, so please take these things into consideration.
Thanks so much for reading this and please ask as many questions as you like.
Also, very importantly, please bid with a realistic cost expectation once you’ve read the brief.