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Security & Access Control
CRITICALRBAC & Access Control
NEWRole-based access control system with 6 permission levels, data isolation, and customer ownership rules
User Management
GUIDECreate, edit, and manage users with different roles and permissions across your organization
Customer Ownership & Assignment
IMPORTANTUnderstand customer assignment workflows, ownership rules, and team collaboration
Electronic Signatures & Documents
NEW v5.0Electronic Signature System
HOTRequest, capture, and manage electronic signatures for LOAs, quotes, and contracts with full audit trail
Document Templates (DocuSign-Style)
PROUpload documents and drag-drop signature fields to create reusable professional templates
Signature Analytics & Dashboard
INSIGHTSTrack completion rates, response times, and manage all signature requests from one central dashboard
Smart Pricing System
POWERFULSmart Pricing Overview
v5.0Intelligent pricing matcher with LLF band calculation, multi-rate support, and HH meter charges
Supplier Pricing Templates
CSVUniversal CSV template system with 3-step wizard for configuring supplier-specific column mappings
Multi-Rate & HH Meters
ADVANCEDDay/Night/Evening rates, Half-Hourly meters, capacity charges, and accurate cost calculations
Automation & Workflows
TIME-SAVEREmail & Task Automation
AUTOAutomated email templates, task creation, and workflow triggers for renewals, quotes, and LOAs
Renewal Pipeline Automation
PIPELINEAutomatic renewal reminders at 90/60/30 days, task creation, and pipeline management
Commission Analytics & Forecasting
MONEYTrack commission trends, forecast earnings, breakdown by status, and analyze payment patterns
System Documentation
TECHNICALSystem Architecture
COREComplete system architecture including database models, relationships, and technical specifications
System Workflows
FLOWEnd-to-end workflow diagrams from lead generation to commission invoicing
Complete User Guide
GUIDEComprehensive user guide covering all features, workflows, and best practices
UK Energy Market Guide
ENERGYUnderstanding the UK energy market, MPAN/MPRN, suppliers, and broker operations
Terminology & Glossary
TERMSComplete glossary of industry terms, acronyms, and technical definitions
What's New
UPDATESChangelog & Version History
v5.0Complete changelog with all updates, new features, bug fixes, and improvements across all versions
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