PowerToolsCRM can generate the product and location specific service agreements needed to initiate orders for telecom services. These contracts normally include Letter of Agency, PIC Freeze, PIC & LPIC selection, specific product agreements and promotional agreements. The system can be customized to add additional agreements that are used by the partner, for example, for equipment sales, etc.
All document templates are loaded into the online document library. There are three types of templates.
- Dynamic Templates have HTML documents associated with them and can be filled manually online OR prepopulated from the Order Wizard.
- Native Templates are complex documents in EXCEL or MSWord formats that are filled natively (using World or EXCEL) but are saved back to the portal.
- Soft Templates are not hardcopy documents but are used to hold carrier specific pricing information or to implement specific Order Wizard interfaces. These would be used to implement a specialized Order Wizard for a specific carrier or campaign.