How to send or export a change order
Send a change order for client approval by email link, or export it as a branded PDF.
2 min read Updated June 15, 2026
change order
approval
pdf export
send
Who can do this
Admins and Project Managers can send change orders for approval.
Sending for approval
- 1Open the change order and click Send for Approval.
- 2Enter the client's name and email address.
- 3Add an optional personal message.
- 4Click Send.
- 5The client receives a secure link, reviews the scope and total, signs electronically, and approves or rejects.
Exporting a PDF
- 1Open the change order and click Export PDF.
- 2Doxlair generates a branded document with your company info, scope, line items, total, and signature block.
- 3Download the file to share manually if you'd rather not use the email approval link.
After sending
Track the status — sent, approved, or rejected — from the change order detail page or the dashboard's CO pipeline.
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