Projects
Frequently asked questions about Projects
What is the difference between the various dates on my project?How to interpret and make the most of the different dates on your project.
How can I change a single rental period on my projects?Here's how you can change just one Line Item Group date on your events.
How can I change all of the dates on my project at the same time?Here's how you can adjust all dates on your projects - from event date to hourly services and logistics!
How Can I See All Deliveries and Pickups With Information About These Events?Here is how you can see all deliveries and pickups in a day with custom columns on your project list.
How do I know when a project is delivered or set up?Here's how you can confirm your delivery and/or set-up.
Why Can't I Edit Items in Fulfillment?Here's why you're unable to make changes to all items in fulfillment.
How Can I Update the Pricing on a Contract to My Current Rates?Recently changed your inventory pricing? You can quickly update to current rates.
How can I report on the top cities I've worked with?Here's how you can easily use your Project List and a quick Pivot Table to instantly know your most profitable cities, zip codes, etc
How Can I Filter My Projects by Who Has Been Assigned to Them?Here’s how you can filter your Project List by team member assignments.
How Can I Enable Quote Expiration for All Newly Created Projects?Here’s how you can enable Quote Expiration on all projects under your Account Settings and set your default schedule.
How Can I Include What Time My Quotes Expire When I Send a Quote?Learn how to include your quote expiration date and time automatically using personalization tokens in Send Quote templates.
How Can I Add an Expiration Date to a Quote I've Already Sent?Learn how to add an expiration date to a previously sent quote in Goodshuffle Pro.
How can I see which projects have signatures disabled?Here's how to filter your projects by signatures disabled/enabled.
How Can I Adjust the Default Quote Expiration Rules and Schedule?How Can I Adjust the Default Quote Expiration Rules and Schedule?
How can I see which Quote Expiration reminders have already been sent?Here's how you can view when a quote was sent, and which reminders have already been sent to your client.
How Can I Adjust the Quote Expiration Rules and Schedule on a Specific Project?Here’s how you can change the rules of an expiring quote on a particular project.
What Is the Difference Between Marking a Project as Lost vs. Disabling Online Signatures?What the different settings mean for your expiring quotes.
What Is the Difference Between "First Quote Sent" and "Most Recent Quote Sent"?Learn how each quote expiration setting affects when your quote will expire.
How Can I Edit the Automated Quote Reminder Message?Here’s how to customize the email templates that remind clients about upcoming quote expirations.
Why Is My Quote Expiration Invalid?Learn how to fix a "Quote Expiration Invalid" error when your quote expires after the logistics start date.
How Can I Add an Expiration Date to a Printed Quote?Here’s how you can add a quote expiration date to a printed quote.
How Can I View When All Quotes Are Set to Expire in One Place?See all your upcoming quote expiration dates in one place by adding a custom column to your Project List.
What is Quote Expiration?