This feature is available on all Goodshuffle Pro Plans.
You can customize your Terms and Conditions, Payment Terms, and Cancellation Policies directly within a project, or set them globally in your account settings.
If a client has default policies saved in their profile, those will automatically populate when added to a project.
Changing Terms Within a Project
To change contract terms within a specific project:
Open the project.
Click the “Change” button next to Terms and Conditions, Payment Terms, or Cancellation Policies.
Select from saved templates or create new ones as needed.
🛠️ These changes apply only to the current project. To update your account-wide defaults, go to Account > Terms & Conditions Templates (Admins only).
Terms and Conditions
Choose from your saved terms in the dropdown.
Or click “New Terms and Conditions” to create a new version.
Fill in the required information and click “Create Terms and Conditions.”
(Optional) Click “Mark as Default” to make this your new default.
You can also upload a file (PDF, PNG, or JPG) using the “Upload Terms” button to import your contract content.
Payment Policy
Click “Change” next to Payment Terms.
Select a saved option or click “Create Payment Policy.”
Fill in your payment rules (e.g., due dates, deposit percentages).
Click “Save Policy” to apply it to the project.
Cancellation Policies
Click “Change” next to Cancellation Policies to select or create a policy.
From here, you will have two options:
Create a General Cancellation Policy
Create a Category Cancellation Policy
General Cancellation Policy
Not tied to item categories.
Applies to any project as a whole.
Create in your account settings or directly within a project.
Click “Save General Policy” to apply.
Category-Specific Cancellation Policy
Applies to a specific item category (e.g., custom items).
Automatically applies when that category is added to a project.
Click “Save Category Policy” to confirm.
📝 Category-specific defaults can still be edited on a per-project basis.
Need Additional Support?
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