This feature is available on all Goodshuffle Pro Plans.
Goodshuffle Pro helps you stay on top of client communication with a mix of automated and manual emails. Below is a full breakdown of the types of emails clients receive and what triggers them.
Manual Emails
These are only sent when you take an action in the system.
Quote Email
Trigger: You click “Send to Client” on the Contract page.
Subject Line:
You have a new quote from [Your Company Name] #[Project Number]
Email Body Preview:
Hi [Client First Name],
You have a new quote from [Your Company Name] for [Project Name] #[Project Number]. You can review the quote, sign the contract, and make payment using the link below. A copy of the quote is also attached.
Sincerely,
[Sales Lead Name]
[Company Name]
Message via Project or Messages Tab
Trigger: You send a message via the project or the "Messages" tab.
Subject Line:
[Your Name] Sent a Message - [Project Name] #[Project Number]
Email Body:
[Your custom message goes here]
Automatic Emails
These are sent by the system based on client actions.
Contract Signed Confirmation
Trigger: A client signs the contract online.
❗ Note: Not sent if you manually mark the contract as "Contract Signed."
Subject Line:
Signed Contract Attached - [Project Name] #[Project Number]
Email Body Preview:
Hi [Client First Name],
You have signed the contract for [Project Name] #[Project Number]. It’s attached to this email for your records.
Sincerely,
[Sales Lead Name]
[Company Name]
Payment Confirmation
Trigger: A client pays online.
❗ Note: Not sent for manually entered payments.
Subject Line:
Payment Successful - [Project Name] #[Project Number]
Email Body Preview:
Hi [Client First Name],
A payment of $[Payment Amount] was successfully processed for [Project Name] #[Project Number]. Payment summary is below.
Sincerely,
[Sales Lead Name]
[Company Name]
Autopay Reminder
Trigger: Client opts into Autopay, and a payment is scheduled within 24 hours.
❗ Note: Not sent for clients with Net Payment policies.
Subject Line:
Upcoming Autopay Notification - [Project Name] #[Project Number]
Email Body Preview:
Hi [Client First Name],
Your payment method will be charged on [Date]. Click below to view the upcoming charge details.
Sincerely,
[Sales Lead Name]
[Company Name]
💡 Pro Tip: Automated and manual emails can be customized. Click here to learn how.
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