CLIENT FACING INTERNAL

Sign Up / UN/PW required Currently an Excel * UN/PW required

Calculator
-Pulls data from a OTHER FUNCTIONALITY
dynamic price list which is
* Editable 4 levels of Users
* Imported from Excel in * Super Admin
GBP * Admin
CLIENT FACING * Manager
Functionality: * Staff
Manual Entry - Web Form
* Manual Override of all
* Input Equipment List
inputs from SS Form *Search Customer Database
* Input Power Bill
possible * View Customer Screen
* Set Currency - All customer details including quotes sent
Hidden DB Functions
* Set Preferred Margin - Update or Regenerate new version of Quote
overall or individual level * All Data Fields Updatable
* Calculates number of
* Set Global Loading * Display Pipeline of all Quotes
units in each equipment
(extra margin) * Change Stage of Quote
category
* Manually Overideable * Archive Won / Lost
CLIENT FACING Savings % * Export Client Data to CSV
* Sends inputs to
Manual Entry - Web Form * Manually Overideable
Calculator.
Shared Savings Split %

Client Information Form Site Survey Form Quote Calculator Quote Calculator Outputs Proposal Generator

CLIENT FACING CLIENT FACING

TABLE: ROI: CapEx
TABLE: CapEx Functionality:
TABLE: ROI: OpEx 5
TABLE: OpEx 5 * Each of the Table / ROI
TABLE: ROI: OpEx 7 pairs can be selected for
TABLE: OpEx 7 inclusion in proposal
TABLE: ROI: OpEx 10
TABLE: OpEx 10 * Client Details Can be
edited
Functionality:
* Upload Graphics to be
* All Fields are manually placed in proposal
overridable
* Totals automatically * Select brochures to be
generated attached

* All parts can be edited

by Admin

* Output to PDF