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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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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. |