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What Is the Client Experience?

Learn how your client will view, approve, sign, and pay for a quote using Goodshuffle Pro’s Client View.

Colin Connor avatar
Written by Colin Connor
Updated over 2 weeks ago

This feature is available on all Goodshuffle Pro Plans.

Overview

When your client receives a quote, they’ll follow these simple steps in the

Client View:

  • Receive a quote via email

  • View and approve the quote

  • Read and sign the contract/terms

  • Choose payment options and pay

Below is a detailed walk‑through of what your client will see and do.


Detailed Steps

1. Quote Email Notification
Your client receives an email notifying them of a new quote. They can click “View Quote” to begin.

2. Quote Expiration

If the quote has an expiration date, your client will see exactly how much time they have left to approve and sign.

3. Language Selection
At the top right of the quote, clients can choose English, French, or Spanish. By default, the language matches their browser settings. (If browser language is not one of these, English is used.)

4. Reviewing the Quote
They can browse all line items, view photo galleries, and see live updates as you make changes to the quote.

5. Approval
At the bottom, the client clicks “I Approve” to proceed.

6. Terms & Contract Signing
Clients scroll through Terms & Conditions / Policies, digitally sign the contract.

(Optional) Add Event Insurance

If Event Insurance is enabled, your client will see the option to “Unlock Event Protection” on the right-hand side of their quote.

They can click “Get a Quick Quote” to receive an instant estimate from a licensed insurance provider (ViCoverage). 👉Learn more here

7. Payment Options

When your client is ready to pay, they'll follow a clear, flexible payment process through the Client View.

They’ll begin by clicking the green “Pay Online” button on their invoice screen.

Choose a Payment Method

Clients can choose from:

Edit the Payment Amount

Before proceeding, your client can adjust the payment amount to fit their needs:

  • Pay a portion of the deposit now, and return later to pay the rest

  • Split payments between two cards

  • Or pay the entire balance at once

This flexibility makes it easy to manage budgets or share payments across multiple people.

Enter Card Info and Add Card

If paying by card, they’ll enter their card details and click “Add Card.”

  • They can choose to save the card on file for future use.

  • Stripe's secure system powers all credit card transactions.

Enable Auto-Pay

Clients can choose to Enable auto-pay to have remaining balances charged automatically when due

This helps avoid missed payments and streamlines future transactions.

Confirmation & Receipts
Once payment is successful, clients see a confirmation pop‑up and status update (“Charged”).

If necessary, the client has the option to click 'remove' in order to delete the stored card.

As a courtesy, you can choose to also attach a PDF of the quote at the bottom of the initial email.

After Signing and Paying Online

The client will receive two emails once they sign and pay for your contract online:

  1. A 'Payment Successful' email and

  2. A 'Signed Contract' email

They can click on an email to either print an invoice ('Signed Contract' email) or a receipt ('Payment Successful' email). Each email also contains additional invoice details to ensure their aware of payment due dates.

💡Any changes to payment method or stored payment details are managed in Client View.


The Client View Is Always Up to Date

The quote your client receives is a live link. That means:

  • Any changes you make—such as pricing updates, item substitutions, or revised terms—will instantly appear on their end.

Watch this tutorial


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!

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