This feature is available on all Goodshuffle Pro Plans.
Terms & Conditions, Payment Policies, and Cancellation Policies can all be set in the “Account” section.
If you have policies already attached to a specific client, those will auto-populate once you add that client to a contract.
How to change Terms & Conditions within a project
While viewing a contract, click the “Change” button next to the current Terms & Conditions.
Choose a saved template from the drop-down, or click “Create New Template”.
Creating a new Terms & Conditions template
Click “Create New Template.”
Enter a Name (e.g., "Standard Terms").
Add your Terms in the editor.
You can also Upload Terms with a PNG, JPG or PDF file from your computer.
(Optional) Check the “Make Default Terms” box to apply this template to all new contracts going forward.
Click “Save Template.”
Note: Only the company admin can access and manage the “Account” section where default templates are stored.
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!