How-To Guides

Handle Approvals, Revisions, And Change Orders

Use this guide after a client receives a proposal link.

Review Client Activity

Open a proposal and select Activity.

The activity area shows lifecycle events such as proposal status changes, views, reminders, comments, and approval records when available.

Respond To Client Questions

Clients can ask a question from the public proposal page. Submitted questions appear in the proposal activity area.

For each question, update the status to:

  • open
  • answered
  • resolved
  • archived

Review Approval Records

After approval, the proposal page and editor show approval details. Approval records include the approver name, email, timestamp, proposal version, and related audit details.

Approved proposals are locked for editing. This preserves the version the client approved.

Create A Revision

Use Create revision or Revise when a sent, approved, or expired proposal needs client-facing changes.

Revisions keep prior approval history while allowing a new proposal version to move forward.

Create A Change Order

Use change orders when scope changes after a proposal has been sent or approved.

  1. Open the proposal.
  2. Go to Activity.
  3. Open Change orders and revisions.
  4. Enter a title, total price, summary, changed scope, and terms.
  5. Select Create change order.

Send A Change Order

From the same change order area, select Send change order for a draft change order.

The client-facing change order page shows the original proposal, proposal version, status, total, and changed sections.

Approve A Change Order

The client opens the change order approval page, enters name and email, confirms approval, and submits the form.

ScopePilot records the change order approval separately from the original proposal approval.