Sending contracts quickly and correctly is the final step to closing a deal. Getting this process right means faster signatures, fewer errors, and a more professional experience for your customers.

Go to the “Customers” tab and click on the “Proposals” button in the “Actions” section.

Click “View Detail” on the proposal card that is in Closed Won Documents Signed.​

Click “Generate ICO” or “Generate HCO”.​

The system will ask you if you are sure you want to create a Change Order. Click “Yes”.

A new proposal card will be created with which to make the necessary changes and update the pricing. Scroll down to the financing section of the proposal. It is not necessary to qualify the homeowner again, since their prequalification status will be visible next to “Finance Options”.​

Choose the Escalator Rate and Pricing from the corresponding drop-down menus.​

Click “Create Quote”.

Click “Finalize” on the finance card. Sending Change Order Contracts

Click “Send change order for signatures” on the finance card.

Click “Yes" to proceed. Note:After the change order contract is signed, the contract type will appear on the finance card. In the below example, the change order contract is of the homeowner type. Homeowner Change Order Signing ProcessFollow the steps below to complete the homeowner change order signing process.

The contract will be sent to the sales rep via email to sign. Open the document and check the disclosure box, then click “Continue”.

Sign the document and click “Finish”.​

The contract will be sent to the customer once the sales rep completes the signing process. Direct them to open the email and click “Review Documents”.​

Check the disclosure box and click “Continue”.

Sign the document and click “Finish”.​

The contract will be sent to the channel partner next. Direct them to open the email and click “Review Documents”.​

Check the disclosure box and click “Continue”.​

Sign the document and click “Finish”. Once all parties have signed, the contract will convert into a project. The project ID will remain the same as before the change order was initiated. Installer Change Order Signing ProcessFollow the steps below to complete the installer change order signing process.

The contract will be sent to the channel partner to sign. Open the email and click “Review Documents”.​

Check the disclosure box and click “Continue”.

Sign the document and click “Finish”. Once all parties have signed, the contract will convert into a project. The project ID will remain the same as before the change order was initiated. Change Order ProposalPlease note that the change order will appear as a new proposal on the Proposals page. This is a copy of the original proposal. The original proposal will remain on the customer’s Proposals page. Additional InformationChange Order Request from PodioA change order request can be sent from Podio and will be displayed directly on your proposals. This includes displaying a message at the top of your proposal indicating the requirement for a change order. Additionally, a tooltip message is shown, providing detailed information regarding the specifics of the change order. Once the change order request is updated and approved, the messages will no longer be displayed, signifying that the change order update has been successfully fulfilled.

💡 When a customer adds a battery to their solar project mid-install, the project manager creates a change order that automatically updates the financing — keeping everything in sync without manual calculations.