Create contract opportunity
The <clevergy-create-contract-opportunity> microfrontend allows users to complete the entire electricity contracting process from any digital touchpoint -your website, app, or landing page-.
It provides a clear, streamlined journey for end users, letting them directly choose a tariff or upload their electricity bill so Clevergy's algorithm can recommend the best option based on their real consumption habits and automatically extracts and pre-fills personal and supply data.
Client prerequisites
- Configure tariffs: Set up available tariffs in the Clevergy portal (
portal.clever.gy) or via the API.
The required authentication mechanism depends on how and where the microfrontend is used:
- New contracts outside the app: Contact us to receive your
data-client-key. - Existing users for second residence contracting: Provide a valid JWT for the authenticated user.
User journey
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The user starts by viewing the available tariffs and may optionally upload their electricity bill, which enables automatic analysis and personalized tariff recommendations.
- The microfrontend can be configured to start directly uploading an invoice via the
data-start-stepparameter. When this mode is enabled, the user cannot skip the invoice upload step and the top 3 tariffs with the highest estimated savings are displayed after analysis.
- The microfrontend can be configured to start directly uploading an invoice via the
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If no bill is uploaded, the user manually selects a tariff. For authenticated users, available personal data (ID number, full name, email, and phone) is automatically pre-filled, and any missing fields are completed during the process and saved to the user profile. Supply data (address and CUPS) must be provided by the user (it is intentionally left empty for authenticated users, as for them this flow supports contracting for a second residence).
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If a bill is uploaded, the microfrontend analyzes the user's consumption to recommend the most suitable tariff and automatically extracts and pre-fills any available personal and supply data.
- It also performs a power analysis and suggests an optimized contracted power when applicable, unless this feature is disabled via the
data-suggest-power-optimizationattribute.
- It also performs a power analysis and suggests an optimized contracted power when applicable, unless this feature is disabled via the
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The user then enters their bank details (account holder name and IBAN).
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Finally, the user reviews all collected information in a confirmation screen before completing the contract.
Sales opportunity management
Clevergy automatically manages the creation and updating of a sales opportunity throughout the contracting flow:
- An electricity contract sales opportunity is created as soon as the user completes their personal information.
- The opportunity is incrementally updated as the user advances through the process, ensuring that no lead is lost even if the flow is abandoned.
- The opportunity automatically flags any ownership or power changes detected during the process.
- When the user completes the final confirmation, the opportunity status is updated to “Formalized”, indicating a successfully finalized contract.
- If a referral code was provided with the attribute
data-referral-code, it is attached to the opportunity for referral tracking.
For more details, see the sales opportunities documentation.
Technical documentation
Check out the full documentation for clevergy-create-contract-opportunity.