Customer Agreement
A static copy of the proposal as it was when it was signed. This will allow you to make changes to the project (add costs, adjust statement of work) without impacting what your customer sees, while maintaining a record for both parties as to what was agreed when the proposal was signed.
AdminGeorge Copsey
(Product manager, Enphase Energy )
shared this idea
When an e-signature is captured on the web version of the proposal, we will now save a copy of this known as the Agreement.
This now allows you to make changes to the project’s Cost & Pricing Summary after a proposal has been signed, while maintaining a record of what was signed.
Look out for the OPEN AGREEMENT button at the top of the Job Details page!
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I would like a way to be assured that when I send off a proposal there is no way changes can be made on the proposal, if I go into the job details page and make changes by mistake. Like a lock proposal button that prevents any changes from updating what the customer sees
