This guide walks you through the complete process of submitting your crafted proposals back to the Planner using the HopSkip platform.
Step 1: Review The Proposal You've Crafted
In the Review Proposal tab, you'll find your complete proposal summary including rates and total projected costs. Additionally, the Questions tab provides a checklist on the right-hand side to help you navigate and address any unanswered questions efficiently.
The Proposal Completion Status shows an overview of completed sections versus any missing information to tell you exactly which proposal builder tabs still require attention. Use the checklist on the right side of the Questions tab to review unanswered questions, and click the "view" button next to any red-highlighted item to jump directly to that section.
Important Tip: If you're unable to submit, please revisit any of the required tabs and/or fields highlighted in red. Sections marked with a red exclamation mark (!) must be completed before submission. Fields turn to green checkmarks once complete. Use the "view" button in the checklist on the Questions tab to quickly navigate to incomplete fields.
To identify what's missing, hover over any red exclamation mark for specific details. If changes are needed, return to the Proposal Builder tab to make adjustments. The checklist on the Questions tab provides a structured way to identify and address missing information by clicking "view" next to each item.
Step 2: Submit Your Proposal
Once all required information is entered (no red exclamation marks), click Submit Proposal on the Submit Proposal tab. Ensure that the Questions tab shows a green checkmark, indicating all required fields are complete, before proceeding.
After submission, you'll receive a confirmation message and the planner can begin reviewing your proposal.
Step 3: Tracking and Follow Up
Track the status of your proposal from the card view or the recent activity bar on the right side of your dashboard.
If you would like an update or feedback on the proposal you've submitted, please reach out to the Planner directly using the 'Message Planner' tab within the RFP.
