Generator 01
LOA Generator
Generates LOAs from the Switchboard customer record. Generic Gridient template + utility-mandated forms (Eversource MA wired first). 50 states + DC.
L1 → Build →
Generator 02
Supplier Packet Builder
RFP packets from the Switchboard book. Account list, current rates, load shapes, billing data, utility numbers. Pre-formatted for major supplier intake.
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Generator 03
Contract Drafter
Master service agreements, brokerage engagement letters, supplier introduction agreements. Templates merged with customer data. Track-changes-friendly Word output.
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Generator 04
Pricing Sheets
Customer-facing rate sheets paired with Switchboard proposals. Per-term breakdown, annualized cost, savings vs. tariff. Branded output.
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Generator 05
Customer Notices
Renewal countdowns (90 / 60 / 30 day), market updates, contract acceptance reminders. Branded, scheduled, on-cadence.
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Generator 06
Template Library
Versioned master templates with approval workflow and rollback. Brand asset library for logos, signatures, colors. Single source of truth.
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