How to Complete a Manual Submission

Key Points to Remember:

A manual submission can be completed in the following scenarios:

The suppliers where we offer aggregator services but don't have a portal for them.
A system error when pricing or generating contracts. In such cases, you must first raise a support ticket and only when their resolution is to do a manual submission, you can proceed with it.
I D N O meters.

In addition, within Broker 360:

Always check the supply details once you have selected a contract.
Use the correct note type when submitting a contract manually.
For a docusign upload, use the summary page and the main document.
Any additional information, if required by our team will be communicated using the Notes. So always respond to the notes.

You can download a quick user guide on submitting manual submissions. Click on the link below:

This video explains when and how to complete a manual submission.