If a client initials an optional service to be added to the proposal and signs the whole thing... is there a way to add that option without having to do a change order for the option or resseting the bid and losing the signature?
Solved
Moving the initialed optional service to the scope of work
Best answer by swirtholg
So.
IF they do sign in the portal it automatically goes from optional services to “client selected” services on the opportunity. This is great, IF they sign in the portal.
If the client wants to do the optional service after initial signing, then its basically starting fresh.
The other thing you haveto do when emailing the proposal is ensure that “publish to portal” is selected so that the client can access the proposal to select the optionsal services.
+18You should be able to grab the optional service and pull it up to the contract? I think?
It wont let me. It seems once the opportunity is complete and sent off for signature I have to reset it to bidding if I want to add the optional services… but then I lose the clients signature if I do that.
+16Yes- be super careful of losing the signature. We typically will print the signed proposal before making any changes...keeping a copy of at least a signature somewhere. learned this the hardway.
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swirtholg- Does that mean there isn’t a way to move the optional service to the scope without resetting it?
+16I think you can do it with a change order- but the results of losing the signature are the same.
We typically use it during the proposal process only. If someone wants it after the fact its a change order or a new proposal.
+261. They can approve the optional service in the customer portal (easiest way)
2. you can generate that service as a new work order proposal using the “optional services” tool in administration
- Save the signed PDF & generate the change order
+16So.
IF they do sign in the portal it automatically goes from optional services to “client selected” services on the opportunity. This is great, IF they sign in the portal.
If the client wants to do the optional service after initial signing, then its basically starting fresh.
The other thing you haveto do when emailing the proposal is ensure that “publish to portal” is selected so that the client can access the proposal to select the optionsal services.
Okay! SO right now, I will have to put the optional service in as a change order. It sounds like for future I will need to figure out some type of language that directs them to the portal in the initial email to avoid these issues. This feels like it should be easier to keep the signature and not have to bother the client with another one.
I really appreciate your help ya’ll!!
+26Yes! I have adjusted my layouts on the initial proposal to say “Please approve these optional services in the customer portal to have them added to the schedule”
I so wish that optional services showed up on proposals the way they show up in the customer portal.
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