Sales Teams
Change Orders
1Stop makes it fast and easy to create, preview and send custom Change Orders for digital signature. This article covers the basic steps to Create a Change Order. Create a Change Order 1. From the Sale record you want to create a Change Order for, ...
Quoting
Quoting Click on a tab below to learn how to create, edit, and share a Quote with a Contact for them to sign. Create a Quote 1. From the Opportunity record of the Demo that you wish to create a Quote for, hover over Quotes in the Related List and ...
Send Change Orders by Email
Introduction You may decide to email the Change Order to the Contact for their review/approval before sending it for digital signature. This article covers the process for sending a Change Order by email. How to Send a Change Order by Email 1. Click ...
Recipient Signing Process For Change Orders
Introduction After you send a Change Order for Signature, the Contact will receive an email with instructions for digitally Signing the Change Order. The article below outlines the Signature Process for the Recipient. Recipient Email Overview When ...
Preview Change Orders Before Sending
Introduction Before sending a Change Order for digital signature or via email as an attachment, you should always preview the Change Order to ensure the Template is populated accurately based on the information in the Change Order Record. How to ...
Recipient Sign Process
Introduction After you send a Quote for Signature, the Contact will receive an email with instructions for digitally Signing the Quote. The article below outlines the Signature process for the Recipient. Video Summary Recipient Email Overview When ...
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