This feature is available on all Goodshuffle Pro Plans.
In Goodshuffle Pro, when you send a project to your client, the system automatically selects a template based on the current project status.
Here's how it works:
🟡 "Send Quote" – For New Projects
Use this when you're sending the initial pricing proposal to a client.
Triggered when the project status is New (yellow) or Quote Sent (blue).
The Quote template shows itemized pricing but does not yet require a signature.
🟢 "Send Invoice" – For Signed Projects
Use this to remind clients to pay for a signed project without requiring another signature.
Triggered when the project status is Contract Signed (green).
The Invoice template is typically used for payment follow-ups.
Looking for the signed Contract document? The template names above control what you send to a client (for signature or payment). To view or print the signed Contract PDF (titled "Contract") after a project is signed, open the project's Files tab and select the most recent signed version. See How Can I View and Print a Copy of an Electronically Signed Contract? and Where Can I Find a Signed Version of a Contract?
🔴 "Send Contract" – For Updated Signed Projects
Use this when a signed project has changes and needs a new signature.
Triggered when the project status is Unsigned Changes (red).
The Contract template will require the client to sign again.
Want to Customize These Templates?
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