Create contract opportunity

The <clevergy-create-contract-opportunity> microfrontend enables users to directly sign up for electricity tariffs from any webpage. It's embeddable and operates without JWT token authentication for its core functionality.

Main Features

• Embeddable: Integrates into any website.
• No JWT Required: Core flow is token-free.
• Direct Sign-up: Simplifies tariff contracting.

Client Prerequisites

1. Obtain data-client-key: Contact us for this client-specific key.
2. Configure Tariffs: Set up available tariffs in the Clevergy portal (portal.clever.gy).

User Process

1. Bill Upload: User uploads an electricity bill.
2. Tariff Selection: User views savings analysis and selects a tariff.
3. Power Analysis: Contracted and maximum power are analyzed; optimizations suggested.
4. Personal Data: User provides/confirms DNI, name, email, and phone.
5. Supply Data: User confirms supply address and CUPS (can be pre-filled).
6. Bank Details: User provides account holder name and IBAN.
7. Confirmation: User reviews all data and confirms to finalize.

Sales Opportunity Management

An Electricity Contract sales opportunity is created in the Clevergy portal as soon as the user uploads their bill (User Process, step 1). This lead is updated with data as the user progresses, ensuring no opportunity is lost if the flow isn't fully completed. Upon final user confirmation (step 7), the opportunity's status is updated to reflect the formalized contract.

For more details, see the Sales Opportunities documentation.

Technical documentation

Check out the full documentation for clevergy-create-contract-opportunity.