Customers can conveniently submit change requests directly through the Customer Portal. This feature is available for Estimates that are in Awaiting Customer Action Status as well as for orders in Awaiting Proof Approval Status. By submitting a change request, Customers can communicate adjustments or revisions before final approval, helping to ensure accuracy and avoid delays in the production process.

Table of Contents

• Estimate Change Request
• Proof Change Request

Estimate Change Request

• Change requests can only be added to Estimates displaying the Action Required Status. 
• Change requests will move the Status back to In Revision.
• To communicate regarding an Estimate not displaying Action Required, you can use the comments feature. For more information, please see Comments in the Customer Portal.

1. Click on Estimates.

2. Select the appropriate Estimate.

3. Click Change Request.

4.Type the requested change into the field provided.

5. Click Add Change Request.

Proof Change Request

1. Click on Orders.

2. Select the appropriate Order.

Note: It must display the Action Required label.

3. Click Change Request.

4.Type the requested change into the field provided.

5. Click Add Change Request.

Note: A confirmation message will appear letting you know your request was submitted.