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Mobile: Allow Customer Change Requests

In this article you will learn how to allow customer change requests on your mobile device.

Written by David Arteaga


1. Click on the Menu

Click on the Menu

2. Click on 'Proposals'

Click on  'Proposals'

3. Select the Proposal

Select the Proposal

4. Go to Proposal 'Settings'

Go to Proposal 'Settings'

5. Enable the 'Allow Customer Change Requests' Button

Enable the 'Allow Customer Change Requests' Button

6 Click on 'Send Proposal'

Click on 'Send Proposal'

7. Click on 'Send'

Click on 'Send'

8. Click on 'Customer View'

Click on 'Customer View'

9. Your Customer Will Click on "Request Changes"

Your Customer Will Click on "Request Changes"

10. They Will Type What They May Be Needing

They Will Type What They May Be Needing

11. They Will Click on Send 'Send Change Request'

They Will Click on Send 'Send Change Request'

12. See How the Change Request Has Been Sent

You'll be the one receiving this change request as a notification, and you can always refresh the proposal to find it

See How the Change Request Has Been Sent

13. Click on 'Pending Change Request'

Click on 'Pending Change Request'

14. This Is How the Change Request Is Going to Appear for You

You can always decide if confirm it, if you actually want/can make this change, or you can click on "resolve" if you already made the change your customer requested

This Is How the Change Request Is Going to Appear for You

If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.

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