How to create a change order?

The change order is created when any contact asks for changes in the Rooms and items after any proposal is viewed or accepted by the contact.

On the x.doc dashboard, go to the x.doc document for which you want to create change order. Click on the "Change Order" option under the "Action" option.

Once you click on it, it will lead you to the page where you can create a change order by clicking on the "Create Change Order" button.

Once you click the Create Change Order button, you need to enter the change order name.

Once you click on it, you’ll be taken to the editor page where you can edit existing products, add new products, add a elements by clicking Add Elements, and update the proposal as per your requirements.

On the x.doc page, you can preview proposal, view change order Activity log, and download client pdf under the Action option.

In order to submit a document to the client, from the 'Actions' menu, click on the "Review & Submit" option. You will also find this option from the x.doc editor page as well.

From here, you can also edit and customize the email by changing the subject and body, and by adding email addresses to CC or BCC. Once done, click Send to Client. The client will receive the email from your name with a link to the document, which they can use to view, sign, and accept it.

Updated on: 02/02/2026