Role-based access control system with 6 permission levels, data isolation, and customer ownership rules

Create, edit, and manage users with different roles and permissions across your organization

Understand customer assignment workflows, ownership rules, and team collaboration

Request, capture, and manage electronic signatures for LOAs, quotes, and contracts with full audit trail

Upload documents and drag-drop signature fields to create reusable professional templates

Track completion rates, response times, and manage all signature requests from one central dashboard

Intelligent pricing matcher with LLF band calculation, multi-rate support, and HH meter charges

Universal CSV template system with 3-step wizard for configuring supplier-specific column mappings

Day/Night/Evening rates, Half-Hourly meters, capacity charges, and accurate cost calculations

Automated email templates, task creation, and workflow triggers for renewals, quotes, and LOAs

Automatic renewal reminders at 90/60/30 days, task creation, and pipeline management

Track commission trends, forecast earnings, breakdown by status, and analyze payment patterns

Complete system architecture including database models, relationships, and technical specifications

End-to-end workflow diagrams from lead generation to commission invoicing

Comprehensive user guide covering all features, workflows, and best practices

Understanding the UK energy market, MPAN/MPRN, suppliers, and broker operations

Complete glossary of industry terms, acronyms, and technical definitions

Complete changelog with all updates, new features, bug fixes, and improvements across all versions