This feature is available on all Goodshuffle Pro Plans.
As soon as your client signs a Quote, a few things will happen:
Quote to an Invoice
The Quote will become an Invoice.
This will change the label of the project, as well as note if any money is currently due. As a reminder, payment will only be required once it becomes an Invoice.
This will also result in the Invoice syncing with QuickBooks Online.
Email Notifications
Emails will be sent to both the Sales Lead, any Sales Users assigned to the project, and the client with an attached PDF version of the signed contract.
Client's Email
Your Email
Note that if you manually mark a project as Signed, no emails are sent. If a signature is received outside of Goodshuffle, you can manually update the project status to 'Signed' in the platform. However, this does not trigger the usual email notifications or automatic status tracking.
Amount Due
If a deposit is requested on signature, the project will now appear as 'Due' in Goodshuffle Pro.
On the client's side they will be taken directly to securely pay through Stripe after signing.
Project in Goodshuffle Pro
The moment the client signs online, the project will automatically update from a Quote Sent (blue) to Contract Signed (green).
Troubleshooting Contract Signing Issues
When managing contracts in Goodshuffle, issues may arise where a contract appears unsigned or incomplete, or a client has signed the contract outside the platform. Below are tips for resolving these issues effectively:
Issue 1: Contract Appears Unsigned
Symptom: The project remains in 'Quote' status, and the logs show no signature action.
Solution:
Verify if the client completed the entire signature process.
Ensure the client revisits their email and follows all prompts to finalize the signature.
Confirm the action in the project logs.
Issue 2: Contract Signed Outside Goodshuffle
Symptom: The client provided a signed document via another tool, but it is not reflected in Goodshuffle.
Solution:
Manually update the project status to reflect a 'Signed' status if completed outside the platform.
Keep in mind that such updates do not trigger notifications or automatic tracking.
Issue 3: Client Did Not Use Goodshuffle to Sign
Symptom: The client claims to have signed, but it is not reflected in the project's log or status.
Solution:
Resend the signature request via email.
Confirm that any uploaded documents convert properly within Goodshuffle.
Additional Tips
Always verify the project logs for accurate tracking.
Encourage using the built-in signature feature for seamless automation. This color change highlights the completion of the signature process, signifying that the contract is ready for further actions, such as creating invoices or payment processing.