When a change is needed for a signed contract in the Proposal Tool, the Energy Consultant can create a Change Order to update the details of the Sales Order, HubSpot Deal, and Sunrise Project for the customer. Before a Change Order is filed, the Energy Consultant should get the customer to sign a Change Order to ensure that they have agreed to the terms. Once the customer has signed, the Energy Consultant can then file the Change Order in Sunrise.
<aside> 💡 In the past, Freedom Solar required an updated contract to be signed whenever changes were made. Now, we only need to get the customer to sign a simple, 3 page Change Order when changes are required.
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In order to generate a Change Order for a closed proposal, first navigate to the proposal in the Proposal Tool. Then, click “Begin Change Order” to start filing a change order for the customer. Make the adjustments that the customer has requested - in the example below, I am switching the Payment Option from Cash to a SL 25 YR 4.99 loan.
Begin the change order. Open the closed proposal and click Begin Change Order in the toolbar to unlock it for editing.
Begin Change Order — in the toolbar of a closed proposal.
The toolbar switches to Cancel Change Order / Send Change Order and the proposal becomes editable — now make your change (pricing, adders, system design, and so on).
Change-order mode: the proposal is now editable.
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Then, navigate to the ‘Change Orders’ tab. Here, you can see a Temporary version of the Change Order that will be generated for this customer’s change order. On this tab, you can view the signature settings, download, and send the document for signature.