Creating and Managing Projects
Step-by-step instructions to build new projects and proposals
By Colin and 6 others7 authors91 articles
- How to Copy and Paste Line Items and Packages on a ContractCopy a single line item, a whole package, or a batch of selected items and paste them elsewhere in the same contract.
- How to Bulk Edit Quantities on Multiple Line ItemsSet the same quantity across multiple selected line items in one step using the Bulk Edit Line Items modal.
- How to Edit Line Item Quantities Inline on a ContractQuickly update a line item's quantity directly from the contract — no need to open the edit panel for every change.
- How Can I Edit the Price of an Item on a Project?Learn how to assign specific pricing to an item on a project.
- How Can I Send My Client Multiple Options for Their Quotes?Here’s how to show different rental or service options using Line Item Groups and the Live Link.
- How Can I Discount a Project?Here's how you can add a discount to your projects.
- How Can I Change the Company on a Project?Learn how to update or replace a company or organization on a project in Goodshuffle Pro when a contact is working with a different client.
- How Can I Create a Retainer Quote?Here's how you can record an inquiry or retainer quote for your clients.
- How Can I Add Notes to my Items on a Project?Learn how to attach internal or external notes to inventory items directly within a project so your team and/or client sees the right information.
- What is the Project Timeline?Learn how the timeline bar helps you track logistics, event phases, and potential conflicts in Goodshuffle Pro.
- Can I Create a New Client on a Project?Learn how to quickly add a brand-new client profile directly from a project in Goodshuffle Pro.
- How Can I Create a New Company from a Project?Learn how to add a new company or business contact directly from a Goodshuffle Pro project.
- Where Can I See Client-Facing Project Notes?Learn how to view and manage external notes that appear on quotes, receipts, and Google Calendar events in Goodshuffle Pro.
- How to Preview a Contract as a ClientLearn how to preview a contract in Client View so you can see exactly what your client will see.
- Create a Line Item Group on a ContractLearn how to group items on a contract by room, event time, or rental period to keep your projects organized and accurate.
- Add Delivery or In-Store Carryout / Return Logistics to ProjectsHow to correctly add logistics to your projects for Delivery, Pickup, Carryout and Returns.
- Add Inventory to a ContractAdd your inventory items or create custom items and packages on the fly in projects.
- Add Additional Fields to ContractsLearn how to include a Day of Contact and both internal and client-facing notes on your Goodshuffle Pro contracts to streamline communication and clarity.
- How Can I Process 'Terminal' Transactions?This article will show you how to quickly charge and track in-person sales using project templates in Goodshuffle Pro.
- Add a Client to a ContractHow to add the contact you'll be sending the contract and other communications to.
- Add a Venue to a ProjectLearn how to add an event location using either your saved venues or a Google search.ing google maps to create a new venue.
- How Can I Just View Complete Packages, Not Individual Items When Adding to a Project?Learn how to filter when building a quote to only see Packages.
- How Do Conflicts Work With Unsigned Changes?Learn how Goodshuffle Pro handles inventory conflicts when a project has Unsigned Changes.
- How Can I View Notes on My Projects Tab?Here’s how you can use Custom Columns to view internal or external notes across your projects.
- How Can I Rename an Item on an Order?Learn how to update the name of your items on specific orders.
- How Do I Create Custom Floral Recipes in Goodshuffle Pro?Heres how you can build a custom wedding bouquet on an order using your inventory items.
- Creating and Converting Custom ItemsHow to add custom, non-inventory items to a contract upon client request—and how to convert them into inventory items when needed.
- How to Show Optional Items With Pricing on Client InvoicesLearn how to present optional items on client invoices with visible pricing—without adding them to the total unless selected.
- How Can I Adjust the Quantities on an Order?Here's how you can change the number of items included in a project.
- How Can I Add Inventory Items to an Existing Package?Here's how you can add your inventory to an existing package on your projects.
- How Can I Change the Pricing Structure of an Item on a Project?Learn how you can quickly change an item from a daily rate to a flat rate on your projects.
- How Can I Hide or Remove Multiple Items on a Contract?Here's how you can bulk hide or remove items from a quote or invoice.
- How Can I Charge My Clients for Extra Rental Days?Here's how you can extend the Line Item Group dates to charge your client for additional days.
- How Can I Edit Logistics on a Project?Learn how to update delivery details such as time, date, or venue on a project in Goodshuffle Pro
- How Can I Remove an Item from a Project?Here’s how to delete an item from a quote or contract in Goodshuffle Pro.
- How Can I Change the Order of Images on a Custom Item?Easily drag and drop images on your Custom Items in Goodshuffle Pro.
- How Can I Add Services to a Project?Here's how you can add services to a project.
- How Can I Remove the Price Override on an Item?Here's how you can remove the overridden price on an item and revert it to the calculated rate.
- Everything You Need to Know About Archiving Projects in Goodshuffle ProLearn when, why, and how to archive projects—including bulk options, common roadblocks, and the difference between archiving and closing fulfillment.
- How Can I Select a Different Set of Terms and Conditions on a Project?Here’s how to apply a different Terms and Conditions template to a project in Goodshuffle Pro.
- How Can I Bulk Delete Projects on my Account?Here’s how you can bulk delete projects from your Goodshuffle Pro account.
- How Do Contract-Level Discounts Impact Taxes?A quick view of how discounts affect the tax charged on your items.
- How to Cancel a Project in Goodshuffle ProLearn how to cancel a project in Goodshuffle Pro by marking it as Lost or applying a discount when keeping deposits.
- How Can I Reschedule an Order?Here's how you can reschedule an event.
- How Do I Change the Pickup or Drop-Off Date/Time on a Project?Here's how you can quickly edit logistics on your project.
- How Can I Unmark a Project as Lost?Here’s how to recover a project that was accidentally marked as “Lost.”
- How Can I Duplicate a Project?Learn how to duplicate a project to create a new one with the same/similar information.
- How Can I Change the Invoice Date on a Project?Here’s how to adjust the invoice date your client sees on their PDF invoices.
- Why Can’t I Mark a Project as Lost?Here’s why you may not be able to mark a project as “Lost” and how to fix it.
- How Can I Unarchive a Project?Learn how you can move a project from your Archived folder to your Open projects.
- How Can I Duplicate a Line Item Group?Learn how to quickly duplicate Line Item Groups in Goodshuffle Pro to save time when repeating rentals.
- Can I Move a Project Status Backwards?Here's what you can do if you'd want to move a project back from 'Signed' or 'Quote Sent' status.
- How Can I Rename a Project?Easily update a project’s name from the default client and venue format to something more specific or customized.
- Can I Manually Change a Project’s Status?Here's how you can manually move a project from New Project all the way to Contract Signed.
- How to Delete a ProjectLearn how to delete an unsigned project in Goodshuffle Pro
- How Can I Edit or Remove a Discount on a Project?Here’s how you can adjust or remove a project-level discount in Goodshuffle Pro.
- How Can I Search for a Project by Location?Learn how you can search and filter your project list by address, city, or venue.
- How Can I Find a Project for an Old or Removed Address?Learn how you can pull up any projects for and old or removed sales office address.
- How Can I Search for Multiple Project Numbers at Once?Learn how to quickly look up multiple project IDs at once in Goodshuffle Pro’s Project List view using comma-separated searches.
- How to Find ProjectsFind any project fast by searching the Projects List by project name, number, venue, or client—now with Exact and Query search modes.
- Where Can I Find the Project ID Number?Here's where you can find the project ID number in Goodshuffle Pro.
- How Can I Scroll Through My Upcoming Projects on My Dashboard?Here’s how to view upcoming projects in your dashboard timeline.
- How Can I Find a Project by my Client's Phone Number?Here's how you can search your project list by a contact's phone number.
- How Can I Find a Project by Invoice Number?Here's how you can use the invoice number on a project to find it in your project list
- What Does Each Contract Status Mean?The definition of each color-coded contract status and how to manage/change them.
- What Do the Different Project Status Colors Mean?Learn what each project status means in Goodshuffle Pro and how to use them effectively.
- How Can I See Who Works With a Company?Here's how you can quickly see all employees that work with a company.
- How Can I Add a Project Coordinator Across Multiple Projects with Different Clients?Learn how to assign a coordinator to handle multiple client projects while still tracking each client’s information in Goodshuffle Pro.
- How Can I Change the Phone Number and Email Address Featured on My Quotes and Invoices?Here’s how to control what contact info appears at the bottom of your client-facing documents.
- Add Multiple Contacts to a ProjectLearn how to send quotes and invoices to multiple people on a single project in Goodshuffle Pro.
- How Can I Change the Client on an Order?Here's how you can remove or replace a client on an order.
- How to Select a Sales Office for a ProjectHere's how you can select a specific Sales Office for your projects.
- How Can I Choose Which Location My Client Will Pickup/Drop-Off their Items From?Here's how you can choose which of your locations your client will use for their in-store pickups and drop-offs.
- How Do I Add Specific Locations to a Venue?Whether you’re delivering to a specific room or to multiple locations within a Venue, we have you covered.
- How Can I Send My Client a Voided Invoice?Here’s how to mark a project as voided so your client knows not to sign or pay it.
- How to See Client Phone Numbers in Your Project ListLearn how to add the “Client Phone” column to your Project List so you can quickly access contact numbers.
- How Do I Edit a Signed Contract?How to edit a signed contract, push those edits to Fulfillment (if you like), and move the contract from red, back to green.
- How Can My Teammate Just See the Projects I've Added Them To?Learn how to let your teammates—like warehouse managers or florists—view only the projects they've been assigned to.
- How Can I Move Items on a Project?Learn how to reorder rental items, packages, and line item groups in your Goodshuffle Pro project contracts using drag-and-drop tools.
- How Can I Edit a Venue’s Address on a Project?Here's how you can adjust a venue's details while working inside a project.
- How Can I Tag My Projects to Track Lead Status or Referral Source?Here's how to track a custom tag/property per project by using the Internal Notes Section.
- How Can I Replace a Client on a Project?Learn how to remove and replace a client on a project in Goodshuffle Pro.
- How Do I Collapse Line Item Groups?Sometimes it’s helpful to collapse line item groups to reorder or clean up your project view.
- Send Updated Invoices Without Requiring New SignaturesLearn how to quickly send an updated invoice for project changes without needing a new client signature.
- Taking Reservations In PersonLearn how to take in-person reservations without needing to send an email.
- How Can I Hide an Item on a Project?Here's how you can hide an item on a project so your client won't see and won't be charged for them.
- Track Offline ProjectsShould I enter projects I already had before I got Goodshuffle Pro? What about handshake deals? (answer: Yes!)
- How Can I Use a New Client’s Address as the Venue?Here's how you can create a new contact from within a project and use their address as a venue.
- How to Ensure Canadian Addresses Are Entered Correctly in Goodshuffle ProLearn how to properly enter Canadian addresses in Goodshuffle Pro to avoid location errors and ensure smooth project setup.
- How Can I Add a Multi-Day Discount to Items on a Project?Here’s how to apply discounts to items rented beyond the first day using Line Item Groups.
- How to Use the Pipe and Drape Builder Within a ProjectLearn how to use the Pipe and Drape Builder in Goodshuffle Pro to calculate needed components based on your event dimensions.