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Overview of Change Requests

See below for an introduction to Change Requests.

Laura Cuadros avatar
Written by Laura Cuadros
Updated over a week ago

1. Go to the Proposal You’re Working On to See the Change Requests Option

Go to the proposal you're working on to see the Change Requests option

2. You Will See the Options to Enable Change Requests

If you want to know more information about how to Enable/Disable the option, Click Here

You'll see the options to allow change request

3. Once You Send the Proposal, This Will Be the Customer’s View

If you want to know how they can Request Changes. Click Here

Once you send the proposal this will be the customer view

4. If They Request a Change, the Change Request Will Be Displayed in the Proposal

If you want to know more information about the Status of a Change Request, Click Here

If they Request a Change, this is how it looks for you

5. Once You Send the Proposal, You Are Not Able to Disable the Option for Change Requests

Once you send the proposal, you can't make changes here

6. If You Confirm the Change Request, Your Customer Will Receive an Email, and the Proposal View Will Update Accordingly.

If you want to know how they can see the Status of the request, Click Here.

If you want to know how they can make more change requests, Click Here.

If you confirm the Change Request your customer will receive an email and this is how the proposal will look like

7. If You Approve the Change Request, Your Customer Will Receive an Email, and the Proposal View Will Update Accordingly as Well.

If you approve the Change Request, your customer will receive an email and this is how it looks in their view

8. If You Don’t Allow Changes to Be Made in the Proposal, This Will Be the Customer’s Proposal View.

If you don't allow to make changes in the proposal. This will be the customer view

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.


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