This feature is available on all Goodshuffle Pro Plans.
Previewing the Client View
Once you’ve completed a quote and are ready to send it to the client, you may want to preview how it will appear to them. To do this, toggle off “Vendor View” to switch into Client View, located above the project status bar.
In Client View, you’ll see exactly what the quote and contract will look like from your client’s perspective.
Send the contract to your client by clicking “Send to Client” in the project.
Sending the Quote
To send the contract, click “Send to Client” in the project.
A preview screen will pop up with the contract details. Search for the template you would like to use for your email. You can click to edit the template, or duplicate to make a new one template in your system.
If everything looks good, click “Insert Template” to continue.
Editing the Message
Next, you’ll see the message editor, where you can customize the email subject line, add additional recipients, such as a wedding planner, and update the message body as needed. Click “Send Message” to send the quote.
Full users are automatically CC’d on all messages to the client except for Send Quote, Send Invoice and Send Contract messages. Learn more.
After the client has signed, the project will change to the ‘Contract Signed’ state.
To send a client an invoice for them to pay online without needing to sign the contract again, check out this help article: Send an Invoice to a client.
Need Additional Support?
Click the blue chat bubble in the bottom corner of your screen to message our support team—we’re happy to help!