Get started with quick videos

Learn the basics and the best tips to use our platform.

The Dashboard basic overview

Learn how to quickly view your bid status and move your bids from Draft to Deal Won/Lost in the Dash Energy platform.. 

Adding clients

Review how to add and manage clients into the Dash Energy platform.

Adding suppliers

Add your energy supplier contacts to the Dash Energy platform, so you can quickly reference their contact information, view your transactions, or invite them to bid on new RFPs.

How to enter supplier pricing bids for easier comparison

Enter supplier pricing bids into the Dash Energy platform for quick and easy bid comparison. Upload any pricing documents (pdf, excel, etc.) you may receive from suppliers. Our DashBot will automatically extract and upload all the relevant pricing information from those docs into the Dash Energy platform.

How to close or award RFPs

Review how to close out an RFP, awarding a winning supplier, or just close out an RFP without awarding a supplier. In either case, the suppliers that were included in the initial RFP will be notified of the updated RFP status.


Access our Frequently Asked Questions about pricing, features, and the platform.

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