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 ...
Add Product Items to a Change Order
Introduction Product Items are pulled from the Product module, which your company manages. Below is an overview for how to search for, filter, and add Product Items to your Change Order. Search Product Items 1. Hover over the Product Name field and ...
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 ...
Review and Finalize a Change Order
Introduction After a Change Order is created, we recommend you review all fields before sending the Change Order to the client. You may also decide to add more Product Items or complete other appropriate fields based on the specifics of the job ...
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 ...
Popular Articles
Designate as Do Not Contact
You may want to designate a contact as Do Not Contact for a variety of reasons. Most often they requested not to be contacted by your company again, but they could also be someone your company simply prefers not to work with again. 1Stop has ...
Setting up Data Sharing Rules
Introduction By default, access to records in 1Stop is set as private, ensuring that only the record owner and their respective superiors have access to those records. However, by utilizing Data Sharing Rules, you have the ability to expand access ...
Data Backup
Introduction Data backup is a fundamental aspect of data management and security. It helps prevent data loss and ensures that you can recover your data when needed. Setting Up Data Backup Preferences In 1Stop, you can decide when to create backups of ...
Storage
Introduction To maintain a clean and efficient system, and ensure you do not exceed your storage limit, it is crucial to monitor the data entered and stored in your 1Stop account. The storage space in 1Stop is divided into two categories, Data ...
Recycle Bin
Introduction Any records and files that are deleted from your 1Stop account will be stored in the recycle bin. You can recover these records from the recycle bin for up to 60 days, after which they will be permanently deleted from your account. ...