First, a note on Change Orders

We plan to deliver Change Orders as an official method of changing the contracted items in your projects in 2019. While we work to bring this capability to D-Tools Cloud this article will outline how to make changes to Won Opportunities.

Getting back to an "unaccepted" Quote

When a Project is Created from a won Opportunity, the accepted Quote is locked from edits and cannot be changed from the Project. To make changes to the accepted Quote you will need to delete the won Opportunity's Project.

Save a copy of your signed Proposal (optional)

In the following steps we will be unaccepting the signed Proposal. If you would like to keep a permanent record of this Proposal we recommend saving a copy of the approved Proposal as a PDF which you can upload as an attachment to the Quote. 

Delete the Opportunity's Project

Begin by navigating to the Project that was created when the Opportunity was won. Then, choose the "Delete" option from the Project's "more" menu.

Please be aware that you are deleting the Project so any changes made (accounting, ordering, etc.) will be lost.

Go the Opportunity

Now you will need to locate the won Opportunity which has been automatically moved to its previously "un-won" stage in the Opportunities area of Cloud and open the Opportunity's detail view.

Change the Quote's Status

From the Opportunity's detail view, navigate to the Accepted Quote. Using the more menu in the Quote's header you can now change the status of the Quote to any non-accepted state. Once the status is changed, the quote is now ready for changes.

After making your changes the quote can be presented again to the customer.

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