1. 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
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
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
5. Once you send the proposal, you are not able to disable the option for Change Requests
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.
7. If you approve the Change Request, your customer will receive an email, and the Proposal view will update accordingly as well.
8. If you don't allow changes to be made in the proposal, this will be the customer's Proposal view.
