Change Orders

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, hover over Change Orders in the Related List and click the + icon.



2. In the Change Order Information section, select the Change Order Type (e.g., Product Changes, Clarification, etc). Double-check all pre-populated fields and complete any missing fields as needed.



3. Verify the Finance Information and add the % Down Payment. Enter 0 if no Down Payment required. 


4. Within the Change Items section, enter in the items to be changed. Once all Change Items have been added, click Save.​​​​​


5. After clicking Save, you will be taken back to the Sale record, and the screen will scroll down to display your new Change Order. The Related List will also update to show the total number of Change Orders created for this Sale. Click the blue Subject link to open the Change Order to review, edit, or send it for signature.


Edit a Change Order
If you need to edit a Change Order, please follow these steps:

NotesNotes
Note
If the Change Order has already been sent to your customer, you will need to recall and resend the updated Change Order.

1. Go to the Change Orders module and select the Change Order you want to edit.



2. In the Change Order record, click the Edit button located at the top right. 



3. Make any necessary changes, then click Save.





Send a Change Order for Digital Signature
Once you have reviewed all fields and previewed the change order for accuracy, you can send it for digital signature. 

1. From the Change Order record you want to send, click the dropdown in the upper-right corner and select Send with Zoho Sign.



2. In the pop-up window, click Use Template. 



3. Select CRM Template.


4. Choose the Change Order template you want to send, then click Create. 


5. You will see the Change Order listed under the Document section.
  1. To rename the Change Order, click the pencil icon under the change order name.
  2. You can also add additional documents or templates if needed.
  3. The primary recipient will already be listed. To add more recipients, click the + Add Recipients button and enter their name and email address.



6. In the More Settings section, review and adjust any fields as needed. Add a note to include with the email, then click Next.



7. In the pop-up window, confirm all details. You can also click Add Me to receive a copy, then click Continue.



8. You’ll see a preview of the Change Order and the recipient list. If everything looks good, click Send.



9. Verify the number of fields that need to be filled out (e.g., 2 fields: 2 signatures), then click Confirm.


10. Once the document is sent, you’ll receive a confirmation. Click Done to finish.



Notes
Note 
To view the Change Order after it’s been sent for signature, click ZohoSign Documents in the Related List, then select the Change Order from the list.


Recall a Change Order Sent for Signature
If you’ve sent a Change Order for signature using Zoho Sign and need to recall or cancel it before it’s signed, follow the steps below to properly withdraw the document. This can be helpful if the Change Order was sent in error, needs changes, or was sent to the wrong recipient.

Notes
Note 
  1. You can only recall documents that have not yet been signed.
  2. Once recalled, the document cannot be reactivated - it must be re-sent if needed.
1. Navigate to the Change Order you originally sent for signature. 



2. From the Related List, click Sign Document, then select the Change Order you want to recall. 



3. Click Open in ZohoSign in the upper right corner. 


4. In the pop-up window, click the three dots, and then select Recall.  



5. Enter the reason for recalling the Change Order, then click Recall. 


The document status will update to "recalled" in both the 1Stop CRM and Zoho Sign.








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