Make a change order to an accepted proposal

When the customer asks for more, or for something different, after accepting, you do not rewrite the agreement. You send a change order: a new version of the proposal that the customer accepts like the first one, while the version they accepted before stays exactly as it was.

Before you start

• You need the rights Create and edit proposals and Send proposals to customers.
• The proposal must be Accepted.

Steps

1. Open the accepted proposal.
2. Select Change order. A new draft version opens with the note "This version is a change order to" the agreement, and that the accepted version stays as it was.
3. Edit what changes: add Phases and Lines, change or remove Payment milestones that are not yet invoiced, and update the Terms.
4. Select Save. What changed lists the differences from the accepted version.
5. Send it as usual (see Send a proposal and get it approved). The approval rules apply to it too.
6. The customer opens the same link and sees Change order with the version number, then accepts or declines it.

What the acceptance changes

• The agreement gets a new version with the new lines, terms, phases and milestone schedule; Versions on the agreement shows it as a change order.
• The project gets the new phases, and the agreement's What it created lists them.
• Milestones: new ones are scheduled, changed ones that are not yet invoiced take the new amounts, and removed ones are cancelled. Milestones already invoiced are not touched.

Good to know

• The accepted version stays frozen and visible, with its hash, in the proposal's Versions. Each change order has its own version and hash.
• If the customer declines, nothing changes on the agreement or the project.
• A change order is not a renewal. To continue an agreement for a new term, see Handle renewals and notice periods.
• To change only dates, value or terms of an agreement without asking the customer through a proposal, use Amend on the agreement (see Create and manage an agreement).
• Errors you may meet: ctr_state, ctr_milestones.