To access this feature, you must be on Goodshuffle Pro Standard or above.
You can choose to display or hide the Sales Lead’s information on your client-facing documents, like quotes and invoices. This can be managed in two ways:
Account level – Applies to all newly created projects moving forward.
Project level – Customize visibility for individual projects.
Account-Level Setting
This controls the default setting for all future projects created under your account.
To update Sales Lead visibility account-wide:
Click on Account from the left-hand navigation bar.
Select Settings from the dropdown.
Scroll down to the Contract Settings section.
Toggle the “Show sales lead information” setting ON or OFF.
This includes name, email, and phone number.
When OFF, the information will be hidden on all future quotes/invoices.
Project-Level Setting
If your account setting has this toggled ON, you can still override it on individual projects.
To update Sales Lead visibility on a single project:
Open the desired project.
Click the gear icon in the top-right corner of the project view.
Choose Contract Settings from the dropdown.
Check or uncheck “Show sales lead information” depending on your preference.
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!