Creating a Change Order for a Signed Proposal

Video Tip - Go to the 15:46 mark of the video to view information on how to create a change order for a signed proposal.

If a Proposal has been signed by at least one signer, it is locked because it has become a legally binding document. However, you can make changes/updates to a signed Proposal by first creating a Change Order for the Proposal in question.

By creating a Change Order, you can:

  • Make modifications to the Proposal.
  • Have signers re-sign the amended Proposal.
  • Access PDFs of previously signed versions of the Proposal for recordkeeping.

To Create a Change Order:

  1. Use one of these three ways to access the Proposals tool:
    • Click on the "Proposals" tool button on the Event or Lead Dashboard.
    • Use the Quick Launch or Switch Event tool to select the appropriate Event and the "Proposals" tool.
    • Click on "Proposals" in the main navigation bar.
  2. Find the appropriate Proposal and click on it.
  3. At the top of the Proposal dashboard, find the "Proposal Locked" area and click on the "Create Change Order" button.
  4. Add the name of the Change Order (required; this will appear on all client-facing signature screens and PDFs) and the description/reason (optional; this will not appear in client-facing materials and is for your own internal use). Click the "Save" button.
  5. The system creates a new signature box in the "Signers" area:
    • One called "Original Version" with signature information for the Proposal in its original state. You can download signed versions of this by clicking on the "Download Signed Proposal" link next to the signers' names.
    • One with the new Change Order name/description (which you can edit by clicking on the "Edit Change Order" button.
  6. At this point, you can make updates/changes to the Proposal.
  7. To collect signatures for the Change Order version of the Proposal, go to the new Change Order signature area and follow the instructions for collecting signatures for a Proposal.
  8. When signers view the signature page, they will see that this is the Change Order version of the original Proposal. They can then sign it in the same fashion as the original Proposal.
  9. Once the first signature for the Change Order is collected, the Proposal will be locked again.

You can create as many Change Orders as you need for each Proposal, and PDF copies of each signed version will be preserved for recordkeeping.

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