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If the contract for the Opportunity that you’re creating a Change order for was sent via DocuSign initially please follow that same process with the Change Order. There should , follow the old process for Change Orders. There must be a ‘Contracted Design’ in your Opportunity sent via Adobe Sign in order to do the Change Order via Adobe Sign through Salesforce. |
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Step-by-Step Process for Change Orders
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Make changes to your Design that reflects the Change Order and Upload to Salesforce from CAD. Go back to your Opportunity and refresh your page. From the Designs tab, click into the new revised design you uploaded.
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