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If the contract for the Opportunity that you’re creating a Change order for was sent via DocuSign, 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. |
Step-by-Step Process for Change Orders
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You can now follow the Contract steps and select Change Order paperwork through Nintex DocGen, Adobe Agreement and request PaymentPayment Requests. |
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Follow your location’s contract for payment requirement guidelines. Our default for contracts is a 50% deposit and 100% deposit for Add-on’s. You’ll need to edit the default payment as necessary per location. |