Contact person: Business Client

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Location: Nanaimo, Canada

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"Request for Proposal: Custom Shopify Fundraising Management Platform

1. Introduction and Background
We are seeking a qualified development partner to design, build, and deploy a custom web application for our client that functions as a comprehensive fundraising management platform with Shopify integration.
The core goal of this platform is to empower organizations (Organizers) to set up and manage tailored fundraising campaigns, provide sales and marketing tools, and present personalized, high-conversion storefronts to their customers (Customers).
Crucially, this custom platform must be built to integrate seamlessly with Shopify, which will serve as the sole e-commerce engine for product inventory, shopping cart functionality, payment processing, and fulfillment.

2. Project Goals and Objectives
a. Create a scalable, user-friendly fundraising platform where multiple organizations can manage unique fundraisers.
b. Create a modern, intuitive, and highly engaging user experience for both Organizers (via a clean dashboard) and Customers (via the storefront).
c. Leverage Shopify for all mission-critical transaction processes (inventory, cart, payment, order capture) while housing all management logic on our custom application.

3. Scope of Work

3.1. Platform Architecture and Integration
The successful platform will require a robust, modern technology stack and must include:
● Shopify API Integration: Full integration with Shopify API for reading product inventory, setting up custom pricing rules, and ensuring the final customer checkout is executed through Shopify’s hosted cart/checkout pages, or via Shopify Buy Button. The Shopify Plan is Advanced, any Shopify Plus features must not be considered.
● Database: Persistent storage for all custom platform data, including Organizer accounts, organizer logos, fundraiser goals and descriptions, assigned products, custom pricing, team member lists, and marketing asset generation data.
● Security: Implement secure authentication for Organizers and ensure secure data exchange between the custom platform and Shopify.
● User groups:
○ Administrator (Platform Owner)
○ Organizer (Fundraiser Owner)
○ Team Member (Organizer Sub-account)
○ Customer (Purchaser)

3.2. Administrator Dashboard & Management
This is the secure area for the Administrator to manage Organizations.
A. Organization Management:
● New Organizer Approval Process: Ability for the Administrator to review and approve or deny new Organization registrations.
● Organizer Access Management: Ability for the Administrator to revoke Organization approval/access.
● Fundraiser Reporting: List current and past fundraisers by each Organization, labelling fundraisers as Current or Ended, and with total product Cost amount for each fundraiser. Cost is calculated by totalling the Shopify price plus tax (not the Organization’s custom prices).

3.3. Organizer Dashboard & Management
This is the secure area for Organizers to manage their campaigns.
A. Setup and Customization
● Organizer Information: Ability for the Organizer to upload a logo and provide a brief description about the organization.
● Fundraiser Creation/Management: Tools to create, edit, and end specific fundraising campaigns:
○ Branding/Information: Ability for the Organizer to upload a fundraiser-specific logo and provide a brief description of the fundraiser.
○ Product and Pricing Selection: Organizers must be able to:
■ Select specific items from the Shopify collection inventory (not access to all Shopify products - collection will be controlled by admin directly in Shopify).
■ Input and manage custom sales prices they wish to charge for each selected item (overriding the Shopify list price for their specific campaign). Possibly restricting the custom pricing by a range (slider).
■ Display the Shopify price with tax total as the Cost of the fundraiser product.
○ Goal Setting: Ability to set and manage a fundraising goal (in dollar value).
○ Optional Timeframe: Ability to set start and end dates, not required.
● Team Structure Management: Set up the fundraiser to operate in one of two modes:
○ Organization Selling as a Whole (single team).
○ Organization with Individual Team Members (allowing Organizers to add team accounts and track sales separately).
B. Performance and Reporting
● Fundraiser Dashboard: Real-time metrics showing:
○ Total number of orders/items sold.
○ Total dollar value raised, calculated by subtracting the Shopify price plus tax Cost from the gross sales at custom pricing.
○ "Thermometer Gauge" visualization displaying progress toward the set goal.
○ A list of orders placed, with the ability to download PDFs of each individual order as well as a batched PDF pack of All Orders.
○ Ability to mark fundraiser as completed / ended / closed.
C. Marketing and Sharing Tools
● The dashboard must generate and provide easily accessible marketing assets tied to the organization/team storefront:
○ Unique Fundraising URL
○ QR Code

3.4. Public-Facing Main Page
This page serves as the entry point for new visitors and provides general information.
● Modern Design: The overall design and look must be engaging, contemporary, and significantly better than existing examples (e.g., [login to view URL]).
● Fundraiser Information: Provide helpful, engaging information about all current fundraisers.
● Key Access Links: Must include prominent and clear links for:
○ New Organizer Registration Form
○ Existing Organizer Login

3.5. Public-Facing Organization Page
This page provides a list of all current fundraisers for a specific organization, and all Team Members under each fundraiser. Depending on how the fundraiser was set up, show either the Organization Selling as a Whole (single team), or the Individual Team Members under each fundraiser.

3.6. Customer-Facing Individual Fundraiser Storefront
This is the personalized storefront page the customer sees (either Organization Selling as a Whole (single team) or Individual Team Member).
● Organization Branding/Information: Display the Organizer's logo, fundraiser logo and fundraiser description.
● Custom Product List: Show only the items selected by the Organizer. Pull product image and title from Shopify.
● Product Info Lightbox: Popup window with product description pulled from Shopify.
● Custom Pricing: Display the custom prices set by the Organizer (not the Shopify prices).
● Engagement Tools: Display the thermometer goal with real-time progress.
● Sharing Links: Display the unique links/QR codes for easy sharing by the customer.
● Seamless E-commerce: The page must integrate with Shopify’s shopping cart and checkout functions and must direct the customer to the Shopify checkout page for final payment processing and order capture, with the custom prices.

4. Technical Requirements
● Platform Choice: Proponents should recommend a modern, scalable, and secure technology stack.
● Responsive Design: The entire platform (Main Site, Organizer Dashboard, and Customer Storefront) must be fully responsive and optimized for all devices.
● API Management: Proponents must detail their experience integrating with external APIs, specifically the Shopify API (REST or GraphQL), for product, pricing, and order management.
● Hosting: Proponents should include recommendations and pricing for a scalable, reliable hosting solution.

5. Deliverables
The selected vendor must provide the following:
● Complete, tested, and deployed application code.
● Comprehensive technical documentation, including API mappings and database schemas.
● User manuals and training materials for the Organizer dashboard.
● A minimum of 90 days of post-launch technical support and bug fixing.
● All intellectual property and source code associated with the custom platform.

6. Proposal Submission Requirements
Interested parties should submit a proposal detailing the following:
a. Company Profile: An overview of your company, including relevant experience in e-commerce, custom platform development, and API integration (especially Shopify).
b. Proposed Solution and Architecture: A detailed description of the recommended technical stack, data flow architecture, and how the custom pricing logic will be executed through Shopify.
c. Shopify Plan or App Restrictions: Specifically call out any Shopify Plan requirements or if any Shopify Apps will be required.
d. Statement of Work (SOW): A comprehensive breakdown of the project scope, tasks, and estimated effort.
e. Fixed Price Cost: A total, fixed price quote for completing all deliverables outlined in this RFP.
f. References: Link any similar web development projects.

Note: Front end UI/UX is not a part of this scope. Front end design will be provided as Figma files or other preferred format." (client-provided description)