The fastest way to know whether the platform fits your workflow is to run one real deal through it. This walkthrough takes a customer from cold record to sent proposal. Expect 8–12 minutes the first time.
What you need
- A customer with at least a name, service address, ZIP, and a recent bill or annual usage in kWh
- A target start date for the new contract
- One bill PDF, optional — the AI parser can fill in fields for you
Step-by-step
Add the customer
Open Customers and click New customer. Enter the business legal name, service address (street + city + ZIP), and annual usage in kWh. If you have the ESI ID, paste it now — it makes contract signing one click later.
New customer form — only name and service address are strictly required. Search rates
From the customer record, click Run rates, or jump directly to Rates. Enter the ZIP (it pre-fills from the customer), annual usage, a start date, and the term lengths you want to quote — 12, 24, and 36 months is a common starting trio.
Rate search returns matching offers from every REP whose matrix or portal is connected. Pick rates and build the quote
Check the offers you want to include. The default is the cheapest in each term length. Click Build quote and the platform jumps to a new quote with those rates pre-loaded.
The quote builder lets you adjust your margin per term before generating a proposal. Generate and send the proposal
Click Generate proposal. The platform renders a branded PDF using your logo and footer from onboarding. Review it, then hit Send — the customer gets an email with the proposal attached.
Sent — the activity log on the customer record will show open and click events.
What happens next
When the customer is ready to sign, you'll move to the LOA (Letter of Authorization) and the REP contract. Both go through DocuSeal e-signature from the Contracts page. See Sending contracts for e-signature.
Tips & gotchas
If you have a PDF of the customer's most recent bill, drag it onto the Bill Parser. It pulls ESI ID, annual usage, TDU, and current REP automatically. See Parsing utility bills with AI.
Be careful with "usage" entered from memory. A 250,000 kWh estimate that turns out to be 800,000 kWh kills your margin math and makes the customer angry when the first invoice arrives. Pull from a real bill when you can.
For C&I customers with multiple ESI IDs under one parent, add the customer once, then add each meter as a sub-account from the customer detail page. Quotes can aggregate across meters.