How to Submit a Vendor Form Request

Aarron Anderson Updated by Aarron Anderson

Vendor Form Request Resources

To submit a Vendor Form Request, begin with one of these comprehensive resources:

Below is a simplified, step-by-step reference based on the PDF and video resources. Use this as a backup or refresher.

Step 1: Open the Vendor Form Request Tool

  1. Log in to the designated system (e.g., Salesforce).
  2. Locate the Vendor Form Requests section on the dashboard.

Step 2: Fill Out the Request

  1. Provide the Required Information:

    • Enter the due date.
    • Add a clear and concise form description.
    • Specify if the request is for:
      • Progress Learning
      • Horizon Education

  2. Upload the File:

    • Click "Upload File" or drag and drop the file into the designated area.

    Important: After uploading, the file will not be visible on your screen, but it will be securely saved in the system.

Step 3: Submit Your Request

  1. Confirm all fields are correctly filled and the file is uploaded.
  2. Click Submit to send the request.
  3. Wait for an email notification indicating the form has been processed by the Proposal Manager.

Step 4: Retrieve the Completed Form

  1. Look for the email notification once the Proposal Manager completes the request.
  2. Use the provided link to access the completed form in Salesforce under:
    • Vendor Forms
    • Files
  3. Download the form and send it to the client as needed.

Helpful Tips

  • Double-check your details: Ensure accuracy in the due date and description to avoid delays.
  • Access completed forms: All completed forms are stored in Salesforce for easy retrieval.
  • Use the resources first: For the most efficient experience, start with the PDF or video linked above.

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