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Client View

Understand what your clients see and how they interact with quotes and invoices

3 authors17 articles
Where Will the Addresses Show on my Quotes and Invoices?Here's where the addresses for the contact, company, and venue will show on your quotes and invoices.
What Happens When a Quote is Signed?Here's what will happen after your client signs a Quote.
Where Will My Cancellation Policy Show to My Client?Here’s how your client sees your cancellation terms before signing the contract.
How Can My Clients Print a Receipt of Payments?How Clients Can Print Receipts for Payments Made on Goodshuffle Pro Projects
Where Does My Company Contact Information Show for Clients?Learn where your business name, phone number, email, and address appear on client-facing documents like quotes and invoices in Goodshuffle Pro.
Will My Clients See Changes to a Quote in Real Time?Your client will see updates to their quotes immediately with the sign and pay link - here's how it looks!
Where Will My Sales Lead Show on My Projects?Here's where your sales lead will show on your Quotes and Invoices
How Does Project Information Appear to a Client?Learn how client-facing project details—including contact info, event location, notes, and sales lead—appear on quotes and invoices.
How Can My Client Change How Much They Pay After Signing?Here's how your client can edit the amount that they pay online after they sign.
Can a Client Sign a Lost Project?Here's what your client will see if they try to open a Lost project
What Is the Client Experience?Learn how your client will view, approve, sign, and pay for a quote using Goodshuffle Pro’s Client View.
How Can my Clients Set Up Auto Pay?Here's how your clients can easily opt-in to automatically pay the remaining balance after the deposit.
Where Does My Signature Appear When I Send a Message to a client?Learn where your signature appears on your messages sent to clients.
Explaining Event Insurance to Your ClientsThis article helps you confidently explain “Event Insurance” to your clients during checkout.
What Your Client Sees When Paying Through ACHLearn what your clients will see when they choose to pay their Goodshuffle Pro invoice using ACH (bank transfer).
How Can My Clients Remove a Pre-Authorized Payment?Here’s how your clients can cancel any auto-payments they previously authorized.
What Will My Client See When Paying via Cash or Check?Here’s what your client will experience when selecting cash or check as their payment method.