Sending Order Amendments to your Customers
You can send an amended order to a customer for a new signature. Marking an order for amendment will not affect any of the invoices or the tickets. Amendments should be used when an order has had significant changes, such as price increased or new or removed line item. Only a customer can resign the contract; you can’t sign on behalf of the customer. You can always upload a document on the order history page if a contract is signed outside the system.
You can mark any 100% order for amendment. You can flag the order for amendment by going to the orders tab of the company record, editing the order, and checking the amendment checkbox.
Tip
We recommend including the line item change element on the contract, so a customer knows what was modified.
You can send the order using the email pdf action. The system will use the same email templates as the order. The customer will get an email to sign the order.
The order will show up in client center in the customers' order's tab.
You can find all orders that are pending amendment in the orders waiting for approval gadget and in the order waiting for approval report. Remember, you can’t sign the amended order on behalf of the customer.