The change order proposal functions very similar to the quote proposal. The main differences being that:

  • Change Orders only show changes, not all items
  • Banner is smaller in a CO proposal than a quote

You can edit the CO proposal the same way, by clicking the edit button in the Proposal menu, or going to the edit tab.

Click on each section to edit the section of the proposal. You can move them up or down, or even remove them from your CO proposal (with exception to the banner).

Don't forget to save and use templates so you can quickly get out the change orders to your customer.  

Once done customizing, you can present or share with your customer. 

Learn more about managing Change Orders

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