This feature is available on all Goodshuffle Pro Plans.
You can easily check when a quote was last sent to a client by adding the “Last Quote Sent” custom column to your Project List.
Add the “Last Quote Sent” Column
Head to your Project List.
Click the “Edit Columns” button in the top-right corner.
In the menu, scroll down to the “Sales” section.
Check the box next to “Last Quote Sent.”
Click "Update Columns"
This will add the column to your Project List, showing the date each quote was most recently sent.
✅ You can sort this column to quickly see which clients you recently sent quotes to—and which ones might need a follow-up.
Bonus Tip: Filter by “Quote Sent” Stage
You can also filter your Project List to show only projects in the “Quote Sent” stage. This lets you focus on deals that haven’t been signed yet and follow up accordingly.
Want to explore more ways to customize your Project List?
👉 Learn about custom columns here.
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!