External Change Orders will need to be shared with customers via a proposal and an email. You can apply built-in or custom templates to CO proposals and emails. This process is similar to how you would apply templates to project proposals and emails.

We provide some CO Proposal Templates and CO Proposal Email Templates by default under “Settings > Proposal.” You can customize the default templates and add new custom templates.

Check out these articles for more details.

You can also customize the CO proposal by adding or removing sections and customizing the sections. This process is similar to how you would customize the project proposal.

Check out this collection of articles for more details.