This feature is available on all Goodshuffle Pro Plans.
Client-facing project notes - also known as External Notes - are useful for sharing important instructions, reminders, or context with your clients. These notes are clearly shown on the Quote, Receipt of Goods & Services, and even on the Google Calendar event.
First, Add your notes (Learn more).
Next, to view the contract notes as your client would, select the "Vendor View" button which will switch you to "Client View".
You will see a Notes section that includes ONLY your External Notes.
Internal notes are set to only be viewed by you and your co-workers, not the client.
Your External Notes will also appear on the Receipt of Goods and Services and Google Calendar Event:
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