SITA
Financial Cutover Message Generator
Version 1.0.0
How to Use
Select a
Contract Type
(Managed Service, Milestone Based, or OTC and MRC) to show the relevant fields.
Fill in the
Email Header
and
Project Details
sections with your project information.
Add milestones in the
Schedule of Values
table. Use the "+ Add Row" button to add more rows.
Review your message in the
Email Preview
section at the bottom.
Click
Copy to Clipboard
to copy the formatted email content and paste it into your email client. Notice the subject will need copied separately.
Use
Templates
to save and load frequently used configurations from local browser storage. You can also export or import templates as needed.
Templates:
-- Select Template --
Save Template
Update
Save as New
Delete
Clear Form
Export All
Import
Contract Type:
Managed Service
Milestone Based
OTC and MRC
Email Header
Project Name (as per Salesforce/Clarizen)
Milestone Number
Additional Information (optional)
Project Details
Site
Project Code
Contract Identifier
Opportunity ID
Customer
Type of System
Total Contract Value (TCV)
Actual Cutover Date
Billing Triggered
No
Yes
SITA Owned Equipment
No
Yes
Monthly Payment (MRC)
Incremental Revenue (MRC)
Contract Duration (months)
One-time Payment (OTC)
Retainage Amount
Total OTC + Retainage
Comment
Schedule of Values
#
Milestone
%
Amount USD
Retainage USD
Total USD
Date
Status
+ Add Row
Email Preview
Copy to Clipboard
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