New RFP
Which customer?
What kind of RFP?
Utility & stateSet from the accounts you pick next: {{utilityHint}}
Requested byRMW · Oct 6, 2026 task received
| Acct # | Service address | Utility | Service class | Annual usage | Usage source | Supplier today | On contract | |
|---|---|---|---|---|---|---|---|---|
| {{a.no}} | {{a.addr}} | {{a.utility}} | {{a.svc}} | {{a.usage}} | {{a.src}} | {{a.supplier}} | {{a.contract}} | |
| Total · {{selCount}} accounts | {{total}} | {{totalNote}} | ||||||
{{icLoc}}{{txtLoc}}
{{icUsage}}{{txtUsage}}
Dates and terms
Suppliers to ask
serving {{utilityHint}}Mid Atlantic Energy Servicesemail · pricing desk
Snyder Brothersemail
NRG (Direct Energy)portal
Constellationportal
Sprague Energyemail
Shipley Energyemail
The RFP package (accounts, usage, LOC, bills, requested terms) is generated in Joule's brand when you create the RFP, and sent from stage 2.
{{createdLabel}}
{{createdTitle}}
Customer{{custName}}
Type · commodityNew · Natural gas
Utility · state{{utilityHint}}
Accounts · annual usage{{selCount}} · {{total}}
Task received → due → pricingOct 6 → Oct 14 → Oct 15
Terms · products12 / 24 / 36 · fixed
Suppliers4 selected
Analyst · leadEva · RMW
CreatedRFP R-242 with status Open; it appears on the dashboard with its due date
GeneratedRFP package document in Joule's brand, filed under the customer as RFP
Updated{{selCount}} accounts now show status Opportunity; customer status stays Opportunity
QueuedTask T-93 for Eva: send to suppliers by Oct 7
What happens next
1Scope: check the readiness list (LOC, usage, bills) and confirm the accounts
2Send the package to the four suppliers; chase anyone past the due date
3Record price responses, by hand or from the quote PDFs
4Build the pricing summary and record the customer's choice
5Award: the contract is created, accounts attached, revenue booked, renewal queued