FAQ's
Find fast, reliable answers to the most frequently asked questions about Goodshuffle Pro. From account settings to billing and everything in between, this section covers the essentials so you can get back to business.
How can I show/hide Client visible attributes on the Contract tab?
How can my client add a tip?
What is the difference between the various dates on my project?
How can I change a single rental period on my projects?
How can I change all of the dates on my project at the same time?
How can I see all deliveries and pickups with information about these events?
How do I know when a project is delivered or set up?
Why Can't I Edit Items in Fulfillment?
How can I update the pricing on a contract to my current rates?
How can I report on the top cities I've worked with?
How can I enable Quote Expiration for all newly created projects?
How can I include what time my quotes expire when I send a quote?
How can I add an expiration date to a quote I've already sent?
How can I see which projects have signatures disabled?
How can I adjust the default Quote Expiration rules and schedule?
How can I see which Quote Expiration reminders have already been sent?
How can I adjust the Quote Expiration rules and schedule on a specific project?
What is the difference between marking a project as lost vs. disabling online signatures?
What is the difference between "First Quote Sent" and "Most Recent Quote Sent"?
How can I edit the automated Quote Reminder message?
Why is my quote expiration invalid?
How can I add an expiration date to a printed quote?
How can I view when all quotes are set to expire in one place?
What is Quote Expiration?
How can I create a Custom Email Template for Quotes, Invoices, and Contracts?
How can I quickly add Delivery times to a message?
What is the difference between a Quote, Invoice, and Contract?
How do I view if an email in Message Center has been delivered?
How do I navigate to a project from messages?
How can I send a quote to the Wedding Planner to review?
How can I send a bill to the Accounting Department?
How can I CC additional recipients in a message?
How can I add my Social Media links to my email signature?
What is the difference between the Default and Lite Email Theme?
How can I create or edit a custom Email Signature?
What are Personalization Tokens?
How can I edit a Goodshuffle Pro default message?
How can I view all of the Goodshuffle Pro default message templates?
How can I track all communication for my projects?
Will people CC’d on messages be included when someone replies to a message?
How can I customize the Details Panel?
Sending Messages Within a Project
How can I attach and send files to my clients?
How to see when a client last received and last read a message
How to Message Your Team & Clients
Communicate with Clients
How can I add a file to my Terms and Conditions
How can I add or edit the client-facing BN on my account?
How do I delete a Message Template?
How can I set up Email Forwarding?
How can I edit a custom email template?
What email address are my quotes and invoices sent from?
How is this Insurance different than my Company's insurance?
Event Insurance Frequently Asked Questions
What is the difference between Event Host Liability Insurance and Inland Marine Insurance?
What is Event Host Liability Insurance and what does it cover?
What is Inland Marine Insurance and what does it cover?
Who is the point of contact for clients who purchased Event Insurance?
How do I deactivate Event Insurance in my account?
What Does Your Client See When Purchasing Event Insurance?
What is the difference between a Damage Waiver and Inland Marine Insurance?
What is ViCoverage and how are claims initiated?
How do I Control Which Clients See the Insurance Option?
Can I Require My Clients to Purchase Insurance?