This feature is available on all Goodshuffle Pro Plans.
Navigate to "Account Settings" → "Policies & Taxes" to get started.
Terms & Conditions
Build trust with professional contract terms that clients can easily understand.
To create or edit terms:
Find Terms & Conditions Templates and select "Create New" or "Edit"
Add your title and terms in the popup window
Upload a file (.png, .jpg, or .pdf) if needed
Check "Mark as Default" to apply these terms to all new contracts
You must add both a title and terms content to save your template.
You must enter a title and terms to create or save a Terms & Conditions template.
Payment Policies
Set clear payment expectations that help you get paid faster.
To create payment rules:
Go to Payment Policies and select "Create New" or "Edit"
Choose your policy details in the popup
Select "Create Payment Policy" to save
Your payment policies automatically appear on contracts and help clients understand when and how to pay.
A pop-up menu will appear where you can select the specifics of your policy. When you're finished, select Create Payment Policy.
Cancellation Policies
Scroll down to Cancellation Policies and select either Create New or Edit.
A pop-up menu will appear where you can select the specifics of your policy. When you're finished, select Save General Policy.
You will also be able to add a cancellation policy for specific item categories. These policies will automatically apply when you add an item in a respective category to a contract!
Want to adjust these settings on just a particular project? Click here.