Change Orders
- Deanna Nielsen
- Siraya Bell
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
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.
2. Once in the Design Details tab, Click the drop down on the far right and select Mark as Change Order.
3. Confirm messaging and Click Next
4. Follow the flow and click “Next” to confirm changes to your Job. Once you receive messaging that all your Spaces and Line Items have been matched click “Next.”
5. If necessary, EDIT the Readiness status to DO NOT CUT, READY TO PROCESS or READY FOR COMPLEXITY depending on if the plans are preliminary/client or the final/production version. EDIT the description if needed.
6. Now that it’s marked as a Change Order you can click “upload Design to Dash” to update pricing and CAD info.
You can now follow the Contract steps and select Change Order paperwork through Nintex DocGen, Adobe Agreement and Payment Requests.
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.