Consultants Guide on Submitting a Proposal and Finalising Contract
How to Submit a Proposal and Finalise an Order on XpertReach
Consultants matched to a posted project will be notified of the opportunity and invited to submit a Proposal. View Project on Dashboard under “Open Projects“
Consultants can submit an initial proposal by clicking on the “Proposal” button. The initial proposal should provide a good summary of expertise and approach and receive further details on requirements.
Consultants can access Projects in Discussion from their Dashboard. Respond to Customer queries on the Chat Widget. All Client-Consultant chat is private and stored against the project for future reference.
Scope, deliverables and fees should be recorded on the Platform. Chat details are stored for future reference. A signed agreement is recommended and can be attached
When Client “Awards” a Project to the Consultant, they will receive a Notification. Consultant can access the Projects via “Assigned Project Orders“, under Projects in their Dashboard. To accept the Order, change from “Pending” to “Ongoing”
Once Consultant has accepted the Order, they can raise Payment Requests as per agreement with client.
Consultant should also attach details of deliverables / milestones or time spent (as per agreement)
Consultant must provide a Tax Invoice for the Fees charged within the agreed period. Note: For Tax Invoice format including Platform Fees, contact Platform Services
Consultant should provide updates on the project on agreed timelines.