Featured case study
Corporate platform: quotes, portal & M-Pesa
Reference implementation on the live Truevision site — prospects experience quotes, portal, and M-Pesa before they sign.
- End-to-end Quote to payment
- Dompdf Executive PDF output
- MySQL Portal & tickets
- Daraja Live M-Pesa pattern
Problem → engineering → outcome
How the platform closes the sales loop
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Problem
Trust gap before the first meeting
Prospective clients needed proof of engineering capability—not only service descriptions. Sales required instant branded quotations, payment rails, and a client workspace without waiting for a custom build for every lead.
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Engineering
Production-grade reference stack
A unified corporate platform: executive HTML/PDF quote generator, M-Pesa STK and paybill flows, authenticated client portal with quotations, support tickets, and pro-forma invoices tied to quotes. PHP 8, MySQL portal, Dompdf quotations, Safaricom Daraja (STK + callbacks), CSRF-protected forms, role-based admin for support.
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Outcome
Show, don’t tell
Prospects can interact with the same class of tools Truevision delivers for clients—reducing “trust us” friction and shortening the path from enquiry to scoped quotation.
Implementation approach
Iterative delivery on the live corporate site so every feature is demonstrable to prospects—quote request, download, portal login, ticket desk, and donation/payment demo.
- Online quote request with scoped line items and secure download token
- Client portal for quotations, support threads and milestone invoices
- M-Pesa STK and paybill flows with quotation reference as account number
- Admin desk for ticket replies — same patterns we deploy for clients
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