Dashboard
Proposals, partners, clients & more
Marketing
Quiz players & contacts
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Proposals
Models & savings
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BD Partners
Channel network
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Clients
Portal access
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Approvals
Pending decisions
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Documents
All files & downloads
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Bill Formats
Parser sample library
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Templates
Agreements, T&C & revisions
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My Signatures
Documents you sign & their progress
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Documents
Shared files & agreements
Proposals
Models, savings & progress
Proposals
No proposals yet. Create the client first, then add a proposal under it.
🗂️ Documents
Nothing has been shared with you yet.
BD Partners
| Name | CAN Number | Partner ID | Phone | Status | Registered | Action |
|---|
No BD partners yet. Click “🤝 + BD Partner” to register one.
Clients
No clients yet.
✅ Approvals
Every Verify Details attempt on a partner or client registration — by whom, what was entered (masked) and exactly which check failed. Partners only see a generic "Authentication Failed"; the reasons live here.
| When | Attempted by | Type | Name entered | Identifier | Result | Failed checks |
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No verification attempts recorded yet.
| Type | Who | Details | Status | Action |
|---|
Nothing pending — all caught up. 🎉
Decide which document categories must be e-signed. Files whose category is marked e-sign required get the ✍ E-sign action in Documents; others (e.g. electricity bills) do not.
| Document category | E-sign required? | Action |
|---|
🗂️ Documents
| Document | Type | Owner | Category | Size | Uploaded | Action |
|---|
No files match your filters.
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Live signing progress — invitation status, who has signed, and the completed signed document. On production, completion updates automatically when everyone signs; if a request stays "sent" after signing, use ⬆ Mark completed to file the signed copy.
No signature requests yet. Send a document for e-signature from the Files tab.
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👤 Client Login
| Name | PN Number | Login ID | Status | Registered | Action |
|---|
No client login yet. Click “👤 + Client Login” to invite this client.
📁 Projects
| Project ID | Project Name | GST Number | Address | State | Contract | Proposals | Action |
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No projects yet — create a proposal to start the first one.
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🧾 Bill Formats
Bills of any DISCOM are read on the first try (AI), and a new layout is learned automatically so the next bill of that DISCOM reads instantly and free. A BD partner's bill of a new layout waits for your approval (Approvals tab) before the AI reads it. You can still upload a sample here to teach or correct a layout by hand. A new/unknown layout falls back and can be saved here.
✍ My Signatures
Everything sent to for e-signature · times in IST
Nothing has been sent to you for signature yet.
📑 Templates
📣 Marketing
| Date | Name | Contact number | Company | Company / Individual | Type of company | Score | Landed-Cost Check | Answer sheet | Follow-up | Note |
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Question insights · % of all players who got each question right (anonymous plays)
| # | Topic | Question | Players | % correct |
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Source: the Open Access IQ quiz. A contact appears here only when a player chose to get their answer sheet by email and ticked consent. Use these details only for that request and any Landed-Cost Check they asked for.
🔑 Access —
Nothing to show yet.
Changes apply instantly. Partners always see clients & proposals they created themselves.