Create & Customize Quotes / Proposals

Add Your First project

How to add a project with venue information, time & date, logistics, client information, and more.

Written by Karen Gordon
Updated over a week ago

How can I add an existing contact from my directory to a project?

Here's how you can add a new project for a contact in your directory

Written by Colin Connor
Updated over a week ago

How can I edit the price of an item on a project?

Here's how you can assign specific pricing to an item on a project.

Written by Colin Connor
Updated over a week ago

How can I send my client multiple options for their quotes?

Here's how you can take advantage of Line Item Groups and the Live Link to quickly change options on a quote.

Written by Colin Connor
Updated over a week ago

How can I discount a project?

Here's how you can add a discount to your projects.

Written by Colin Connor
Updated over a week ago

How can I change the company on a project?

Here's how you can change the company associated with a project.

Written by Colin Connor
Updated over a week ago

How can I create a retainer quote?

Here's how you can record an inquiry or retainer quote for your clients.

Written by Colin Connor
Updated over a week ago

How can I add notes to my items on a project?

Here's how you can add internal or external notes on your inventory items that will appear on that specific project.

Written by Colin Connor
Updated over a week ago

What is the project timeline?

What's this bar at the bottom of my project? How do I know where I am in the event execution process?

Written by Erik Dreyer
Updated over a week ago

Can I create a new client on a project?

Here's how you can quickly create a new client while on a project.

Written by Colin Connor
Updated over a week ago

How can I create a new company from a project?

Here's how you can create a new company from within a project.

Written by Colin Connor
Updated over a week ago

Where can I see client facing project notes?

Here's where you can see external notes for your projects.

Written by Karen Gordon
Updated over a week ago

Add a Venue to a Project

How to add the location of the event from either your saved venues or using google maps to create a new venue.

Written by Karen Gordon
Updated over a week ago

Preview A Contract As a Client

Use this guide to make sure project information is portrayed to a client to your liking using client view

Written by Karen Gordon
Updated over a week ago

Create a Line Item Group on a Contract

Written by Karen Gordon
Updated over a week ago

How do I build a contract?

How to enter all the important information to create a client-ready contract in minutes.

Written by Karen Gordon
Updated over a week ago

The Anatomy of a Project

What are the different sections and buttons available in each project?

Written by Karen Gordon
Updated over a week ago

Add Delivery or In-Store Carryout / Return to Contracts

How to correctly add logistics to your projects for Delivery, Pickup, Carryout and Returns.

Written by Karen Gordon
Updated over a week ago

Add a Client to a Contract

How to add the contact you'll be sending the contract and other communications to.

Written by Karen Gordon
Updated over a week ago

Add Inventory to a Contract

Add your inventory items, or create custom items and packages on the fly.

Written by Karen Gordon
Updated over a week ago

Add Additional Fields to Contracts

How to add a day of contact and client-facing & internal only notes

Written by Karen Gordon
Updated over a week ago

How do I show clients any optional items with pricing?

Written by Colin Connor
Updated over a week ago

Adding Custom Items To a Contract

How to add custom, non-inventory to a contract upon client request

Written by Karen Gordon
Updated over a week ago

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.

Written by Colin Connor
Updated over a week ago

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.

Written by Colin Connor
Updated over a week ago

How can I adjust the quantities on an order?

Here's how you can adjust how many items are included on a project.

Written by Colin Connor
Updated over a week ago

How can I remove an item from a project?

Here's how you can remove an item from a quote or contract.

Written by Colin Connor
Updated over a week ago

How can I move an item from one group to another?

Here's how you can drag and drop items between line item groups.

Written by Colin Connor
Updated over a week ago

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.

Written by Colin Connor
Updated over a week ago

How can I change the pricing structure of an item on a project?

Here's how you can quickly change an item from a daily rate to a flat rate on your projects.

Written by Colin Connor
Updated over a week ago

How can I edit logistics on a project?

Here's how you can edit delivery logistics on a project.

Written by Colin Connor
Updated over a week ago

How can I charge my clients for an extra rental days?

Here's how you can extend the Line Item Group dates to charge your client for additional days.

Written by Colin Connor
Updated over a week ago

How can I add Services to a Project?

Here's how you can add services to a project.

Written by Colin Connor
Updated over a week ago

How to Create a Custom Package

Create a package of items for a set price (can use inventory and custom items) and multiply members of the package accordingly.

Written by Karen Gordon
Updated over a week ago

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.

Written by Colin Connor
Updated over a week ago

How can I just see my future projects on my project list?

Here's how you can filter your project list to hide any archived projects or projects that no longer need your attention.

Written by Colin Connor
Updated over a week ago

How can I print a list of all upcoming signed jobs?

Here's how you can filter your project list and download an excel document containing all upcoming signed projects.

Written by Colin Connor
Updated over a week ago

How can I track projects cancelled due to COVID-19?

Here's how you can cancel and track projects cancelled because of COVID-19

Written by Colin Connor
Updated over a week ago

How can I add my projects I'm donating items for?

Here's how you can add and track your 'Donation' events.

Written by Colin Connor
Updated over a week ago

How do I reschedule an order due to COVID-19 and report on any losses?

Here's how you can reschedule and order and track any losses due to the Corona Virus.

Written by Colin Connor
Updated over a week ago

How can I see all my projects that are in progress or completed?

Here's how you can sort your project list by Fulfillment View to see projects that are 'Pre Event', 'In Progress', or 'Completed'

Written by Colin Connor
Updated over a week ago

Which of my projects have been synced with QuickBooks Online?

Written by Colin Connor
Updated over a week ago

How can I filter my projects by who has been assigned to them?

Here's how you can use the 'Assigned To' filter to see all the projects that teammate has been added to.

Written by Colin Connor
Updated over a week ago

How can I create a delivery route for my drivers based on truck assignments?

Here's how full and limited users can create a truck route for your deliveries using Google Maps.

Written by Mallory Mullen
Updated over a week ago

How can I just see my projects that have a truck delivery?

Here's how you can filter your project list by Logistics Type to just see your projects with in-store or delivery logistics.

Written by Colin Connor
Updated over a week ago

How can I see who is delivering a project?

Here's how you can use the 'Fulfillment Notes' Custom Column to quickly see who is delivering your projects.

Written by Colin Connor
Updated over a week ago

How can I see a report of all upcoming payment authorizations and when they will be made?

Here's how you can use the Custom Columns in your project list to see all upcoming pre-authorized payments.

Written by Colin Connor
Updated over a week ago

How can I filter my project list by specific dates?

Here's how you can filter your project list by a weekend, a month, or any other specific range.

Written by Colin Connor
Updated over a week ago

How can I see an ideal route between projects?

Here's how you can see the routing that is best predicted by Google Maps.

Written by Colin Connor
Updated over a week ago

Why did all my archived projects end up back in my project list?

Here's how you can sort your project list to show All Projects, Open Projects, or Archived Projects.

Written by Colin Connor
Updated over a week ago

How can I see how much a salesperson brought in during a month?

Here's how you can use your Project List to see how much each of your sales team brought in during a given time range.

Written by Colin Connor
Updated over a week ago

What kinds of notes can I include within a project?

Here's where you can mark all the important details for your projects, and even see them on your Project List.

Written by Colin Connor
Updated over a week ago

How can I sort my projects by client?

Here's how you can use the 'Client' Custom Column to sort your project by client.

Written by Colin Connor
Updated over a week ago

How can I see what items are on my upcoming projects?

Here's how you can use the 'Line Items' Custom Column to quickly see what items are on your projects.

Written by Colin Connor
Updated over a week ago

How can I sort my projects by their start date?

Here's how you can organize your projects by the date of the first logistic, so you can see your earliest or farthest project.

Written by Colin Connor
Updated over a week ago

How can I see which of my projects have a remaining balance?

Here's how you can add the 'Remaining Balance' Custom Column to see how much your client needs to pay, even if it's not due at this time.

Written by Colin Connor
Updated over a week ago

How can I see when my projects were last sent and opened?

Here's how you can use the 'Messages' Custom Columns to see when the last message was sent and opened for your projects.

Written by Colin Connor
Updated over a week ago

How can I see whose been assigned to my projects?

Here's how you can use the 'Other Members' custom column on your Project List to see who has been added to your projects.

Written by Colin Connor
Updated over a week ago

How can I sort my projects by Event Start?

Here's how you can use the Custom Columns to sort your inventory by Event Start.

Written by Colin Connor
Updated over a week ago

How can I filter my projects by project status?

Here's how you can filter your projects by New, Quote Sent, and so on.

Written by Colin Connor
Updated over a week ago

Will my Archived Projects update the Event Type report on my Dashboard?

Here's what will happen if you adjust the Event Type on your Archived Projects

Written by Colin Connor
Updated over a week ago

How can I download my Project List?

Here's how you can export an excel document of your Project List.

Written by Colin Connor
Updated over a week ago

How can I sort my projects by Company?

Here's how you can use the Company Custom Column to quickly sort your projects by company.

Written by Colin Connor
Updated over a week ago

How can I see my deposits taken in 2018 for project in 2019?

Here's how you can see which payouts included payments for project in another year.

Written by Colin Connor
Updated over a week ago

How can I track my costs on a project?

Here's how you can use custom columns in Goodshuffle Pro to track the profit and loss on a project.

Written by Colin Connor
Updated over a week ago

How can I see a total of my jobs before tax?

Here's how you can use the Custom Columns to see your contract totals before tax.

Written by Colin Connor
Updated over a week ago

How can I track my yearly projects?

Here's how you can use Tasks and other features to keep track of your yearly projects.

Written by Colin Connor
Updated over a week ago

How can I print a pull sheet for all my projects that are in progress?

Here's how you can use the Fulfillment View and the Bulk Download to print one pull sheet for all current projects

Written by Colin Connor
Updated over a week ago

How can I see when a project was created?

Here's how you can use custom columns to see when a project was first made.

Written by Colin Connor
Updated over a week ago

How can I see when my staff created projects?

Here's how you can use the custom columns on your project list to see when your team created projects.

Written by Colin Connor
Updated over a week ago

How can I tell which of my signed projects have been paid?

Written by Colin Connor
Updated over a week ago

How can I see which of my projects have delivery or in-store logistics?

Here's a couple of ways you can identify the type of logistics on your projects.

Written by Colin Connor
Updated over a week ago

How can I remove my completed projects from my 'Open' project list?

Here's how you can bulk archive your completed projects.

Written by Colin Connor
Updated over a week ago

How can I see how many projects are going out in a day?

Here's how you can use the Google Calendar integration to quickly see which projects are going out or coming in on a given day.

Written by Colin Connor
Updated over a week ago

How can I see when a client first signed a contract?

Here's how you can use the custom column of First Signed to sort your projects by when your client first signed the contract.

Written by Colin Connor
Updated over a week ago

How can I see all my projects for a year?

Here's how you can use your project list to see all your projects for a given year.

Written by Colin Connor
Updated over a week ago

How can I see which of my projects have a Due balance?

Here's how you can use your custom columns to easily see which of your projects have a due (or paid) balance

Written by Colin Connor
Updated over a week ago

How can I print off all my pull sheets for a week?

Here's how you can use the Bulk Download feature and a keyboard shortcut to print off multiple pull sheets.

Written by Colin Connor
Updated over a week ago

How can I download all my invoices in a given period?

Here's how you can use your Project List to show you all the contracts for a given period.

Written by Colin Connor
Updated over a week ago

How can I see the subtotal of products on a project?

Here's how you can add a custom column to see a subtotal of products on your orders.

Written by Colin Connor
Updated over a week ago

How can I see a subtotal of all custom items on my projects?

Here's how you can add a custom column to see a subtotal of the custom items on your orders.

Written by Colin Connor
Updated over a week ago

How can I see the subtotal of my services on a project?

Here's how you can add a custom column to see a subtotal of the services on your orders.

Written by Colin Connor
Updated over a week ago

Where can I see reports about my projects?

Here's how you can use Custom Columns to generate reports on your projects.

Written by Colin Connor
Updated over a week ago

How can I see how much I made in a month?

Here's how you can use the Project List to find out how much you've made in a month.

Written by Colin Connor
Updated over a week ago

How can I prevent a project from syncing with Google Calendar?

Here's how you can disable the Google Calendar sync for specific projects.

Written by Colin Connor
Updated over a week ago

What happens when I mark a project as 'Lost'?

Here's what will happen when to any payments already made on a 'Lost' project.

Written by Colin Connor
Updated over a week ago

When Should I 'Close' the Fulfillment Status?

Here are examples for when you should 'Close' the Fulfillment Status.

Written by Colin Connor
Updated over a week ago

How can I reschedule an order?

Here's how you can reschedule an event.

Written by Colin Connor
Updated over a week ago

How can I manually mark the project as signed?

Here's how you can mark a project as signed on behalf of the client.

Written by Colin Connor
Updated over a week ago

How can I unmark a project as Lost?

Here's how you can 'recover' the project from a Lost status.

Written by Colin Connor
Updated this week

How do I change the pickup or drop off date/time on a project?

Here's how you can quickly edit a logistic on your project.

Written by Colin Connor
Updated over a week ago

How can I 'unsign' a project?

Here's what you can do if you'd want to move a project back from 'Signed' or 'Quote Sent' status.

Written by Colin Connor
Updated over a week ago

How To Duplicate a Project?

Duplicating a project to create a new one with the same/similar information

Written by Karen Gordon
Updated over a week ago

How can I change the invoice date on a project?

Here's how you can change the invoice date for your clients.

Written by Colin Connor
Updated over a week ago

Why can't I mark a project as Lost?

Here's why you may not be able to mark a project as Lost.

Written by Colin Connor
Updated over a week ago

How can I unarchive a Project?

Here's how you can move a project from your Archived folder to your Open projects.

Written by Colin Connor
Updated over a week ago

What's the difference between 'Closing' fulfillment and 'Archiving' the project?

Here's when you'd want to 'Close' the fulfillment status, and when you'd want to 'Archive' the project.

Written by Colin Connor
Updated over a week ago

Why can't I archive a project?

Here's why you're unable to archive certain projects.

Written by Colin Connor
Updated over a week ago

How can I rename a project?

Here's how you can change a project's name.

Written by Colin Connor
Updated over a week ago

How can I duplicate a line item group?

Here's how you can duplicate a Line Item Group on a project.

Written by Colin Connor
Updated over a week ago

How can I send my client an invoice instead of a quote?

Here's how the flow of a project works so you can send your client a quote or an invoice.

Written by Colin Connor
Updated over a week ago

How can I cancel a project?

Here's how you can mark a project as 'Lost' to signify the project isn't moving forward.

Written by Colin Connor
Updated over a week ago

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.

Written by Colin Connor
Updated over a week ago

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.

Written by Colin Connor
Updated over a week ago

How to delete a project?

Delete a new project you no longer need

Written by Karen Gordon
Updated over a week ago

Will payment authorizations complete on lost projects?

Written by Colin Connor
Updated over a week ago

Will I receive an email when my client selects to auto-pay on a project?

Here's what you (and your client) will receive when they authorize future payments

Written by Colin Connor
Updated over a week ago

Why can't I refund an old ACH payment?

Here's why a refund to an ACH payment would fail.

Written by Colin Connor
Updated over a week ago

How can I charge my client for the entire balance of project?

Here's how you can charge your client the entire balance of the project, and not require a deposit.

Written by Colin Connor
Updated over a week ago

Best Practices to Avoid Disputes

Here are some suggestions to mitigate the odds of a charge being disputed.

Written by Colin Connor
Updated over a week ago

What's the difference between an Online and and Offline payment?

Here's the difference between Online and Offline payments.

Written by Colin Connor
Updated over a week ago

How can I find the status of a payout?

Written by Colin Connor
Updated over a week ago

Why does my client have to pay the entire balance now if I have a deposit and remainder due 7 days before the event?

Here's why your client is having to pay the whole balance of a project, even if you've got a deposit based payment policy.

Written by Colin Connor
Updated over a week ago

How can I capture a payment without passing on the fees?

Here's how you can capture a payment without passing the fees if your client has already processed a payment with the fees.

Written by Colin Connor
Updated over a week ago

Why is a project not showing up as 'Due'?

Here's why a project won't show as Due on your project list.

Written by Colin Connor
Updated over a week ago

What is the estimated time frame for a refund to process and how long does it take for the customer to receive it?

Here's how

Written by Colin Connor
Updated over a week ago

How can I make sure my client is paying Stripe's fees on my projects?

Here's how you can quickly tell how much your client has paid for Stripe's fees.

Written by Colin Connor
Updated over a week ago

How can my client split a payment between two credit cards?

Here's how your client can split their payments between multiple credit cards.

Written by Colin Connor
Updated over a week ago

Will my client's auto-pay authorization change if I add items to the project?

Here's what will happen if the project amount increases and your client has already authorized a payment.

Written by Colin Connor
Updated over a week ago

How can I tell how much I paid for Stripe's fees on a payment?

Here's where you can find all the details of the payments made by a client with all the fees you've paid from Stripe.

Written by Colin Connor
Updated over a week ago

How will an item's price be broken down if my client already paid a deposit?

Here's how much a client will pay if they add an item after paying a deposit.

Written by Colin Connor
Updated over a week ago

Will my client's auto-pay authorization change if I remove items from the project?

Here's what will happen if the project amount decreases and your client has already authorized a payment.

Written by Colin Connor
Updated over a week ago

How will Stripe's processing and transfer fees be deducted from my payouts?

Here's where you'll see Stripe's processing and transfer fees deducted from your payouts.

Written by Colin Connor
Updated over a week ago

When can I expect a payout for a payment made on a project?

Here's when and how payments will be processed through Stripe

Written by Colin Connor
Updated over a week ago

How can I print a record of payments for a project?

Here's where you can find a record of all payments made on a project.

Written by Colin Connor
Updated over a week ago

Are there additional fees for refunds?

Where's a breakdown of what will happen when you process a refund

Written by Colin Connor
Updated over a week ago

Where can I see how much a client has paid on my projects, contracts, and invoices?

Here is where you can quickly see how much a client has paid and how much is due on your documents.

Written by Colin Connor
Updated over a week ago

How can I update the Terms & Conditions on an existing project?

Written by Colin Connor
Updated over a week ago

How can I hide my cancellation policy on a project?

Here's how you can hide the system generated cancellation policy on a specific project.

Written by Colin Connor
Updated over a week ago

How can I show attributes on my digital pull sheets?

Here's how you can show/hide details on your digital pull sheets.

Written by Colin Connor
Updated over a week ago

How can I show a subtotal by Line Item Group on my quotes and invoices?

Here's how you can control showing a subtotal by line item group on your client facing documents.

Written by Colin Connor
Updated over a week ago

How can I remove cancellation policy on project?

Written by Colin Connor
Updated over a week ago

How can I create new payment policies from within a project?

Here's how you can create entirely new payment policies from within a project.

Written by Colin Connor
Updated over a week ago

How can I change the Payment Options available on a Project?

Here's how you can disable/enable Credit Card or ACH Payments for specific Projects.

Written by Colin Connor
Updated over a week ago

How can I mark my taxed items on my invoices?

Here's how you can make it clear which of your items on a project are being taxed from the Project Settings.

Written by Colin Connor
Updated over a week ago

How can I turn off cash or check payments on a project?

Here's how you can disable offline payment options for a project.

Written by Colin Connor
Updated over a week ago

How can I add Event Times to my Pull Sheets?

Here's how you can list the Event Times on your Pull Sheets.

Written by Colin Connor
Updated over a week ago

How can I hide item descriptions on my invoices?

Here's how you can hide item descriptions on your projects.

Written by Colin Connor
Updated over a week ago

How can I not send payment reminder emails on a project?

Here's how you can turn off the payment reminder emails on a specific project.

Written by Colin Connor
Updated over a week ago

Will a Limited User see 'Day of Contact' and event information?

Here's how your limited user can view project information from the Receipt of Goods and Services.

Written by Colin Connor
Updated over a week ago

How can I remove the Sales Lead info on my quotes and invoices?

Here's how you can hide the Sales Lead info section on a project.

Written by Colin Connor
Updated over a week ago

How can I hide the Line Item Group Dates on my project?

Here's how you can hide the Line Item Group Dates on your projects from the project settings.

Written by Colin Connor
Updated over a week ago

How can I change how many times Payment Due Notification will send?

Here's how you can control the frequency of your Payment Due Notifications.

Written by Colin Connor
Updated over a week ago

How can I check who is paying Stripe's fees for a project?

Here's how you can choose if either you or the client will pay Stripe's fees on a project.

Written by Colin Connor
Updated over a week ago

Where can I see internal project notes?

Here's where you can see internal notes for your projects.

Written by Colin Connor
Updated over a week ago

How can I update or refresh the terms on an existing project?

If you've made adjustments to your terms and conditions, here's how you can apply those changes to existing projects.

Written by Colin Connor
Updated over a week ago

How can I remove the attached PDF from my Quotes and Invoices?

Here's how you can disable the attached PDF for your projects.

Written by Colin Connor
Updated over a week ago

Where can I add in internal delivery notes?

Here's where you can add important information regarding your deliveries.

Written by Colin Connor
Updated over a week ago

How can I show / hide Unit Price and Quantity on my quotes & invoices?

Here's how you can just show the dollar total for your inventory items on your quotes and invoices.

Written by Colin Connor
Updated over a week ago

How can I turn off the Automatic Payment Reminders on a Project?

Here's how you can disable the Automatic Payment Reminder emails on a specific project.

Written by Colin Connor
Updated over a week ago

How can I show a guest count and event type on my invoices?

Here's how you can enable Guest Count and Event Type on your invoices.

Written by Colin Connor
Updated over a week ago

How can I add notes to a project?

Here's where you can add internal and external notes to a project.

Written by Colin Connor
Updated over a week ago

How can I change the rental dates for a project?

Here's how you can change the line item group dates on a project.

Written by Colin Connor
Updated over a week ago

How can I not show hidden items when I'm creating a project?

Here's how you can use 'Display' to hide hidden items.

Written by Colin Connor
Updated over a week ago

How can I set the event dates on a project?

Here's how you can add more detail into the Project Info on a project.

Written by Colin Connor
Updated over a week ago

How can I mark the event type of my projects?

Here's how you can record the event type of your projects.

Written by Colin Connor
Updated over a week ago

How can I add guest count to my projects?

Here's how you can use the Project Info to add the amount of guests to your projects

Written by Colin Connor
Updated over a week ago

How can I change the Payment Policy on a project?

Here's how you can change the payment policy on your projects on the fly.

Written by Colin Connor
Updated over a week ago

How can I create Flat Rate Deposits?

Here's how you can create a Flat Rate Deposit payment policy

Written by Colin Connor
Updated over a week ago

How do I adjust my contract settings?

How to hide or show sales lead, attributes of items, and descriptions of items, as well as how to control your payment methods accepted.

Written by Karen Gordon
Updated over a week ago

How can I disable Online Signatures?

Here's how you can turn off online signatures for your project.

Written by Colin Connor
Updated over a week ago

How can I change the name of the person sending the quotes on my projects?

Here's how you can change the Sales Lead on your projects.

Written by Colin Connor
Updated over a week ago

What project and payment options can I control from my Account Settings?

Here's all the things you can toggle for your projects from your Account Settings.

Written by Colin Connor
Updated over a week ago

How can I disable Purchase Order Numbers for my projects?

Here's how you can disable the Purchase Order field for your future projects.

Written by Colin Connor
Updated over a week ago

How can I create project templates?

Here's how you can use 'Duplicate Project' to create project templates

Written by Colin Connor
Updated over a week ago

What if my client wants to sign their contract in-person?

Here's how you can manually move a project into a 'Signed Contract' status if your client signs in-person.

Written by Colin Connor
Updated over a week ago

How can I fully move through a project if my client wants to proceed 'in person'

Here's how you can create a project, print your quote, record signature, manually advance the status, and capture payments

Written by Colin Connor
Updated over a week ago

If I'm taking reservations in person, how would I do this without sending them an email?

Here's how you can manually move a project into a 'Signed Contract' status if your client signs in-person.

Written by Colin Connor
Updated over a week ago

How can I countersign a project?

Here's how you can countersign a project for a client.

Written by Colin Connor
Updated over a week ago

How can I create projects from before using Goodshuffle Pro?

Here's how you can create projects and add payments for projects that you are working on before you started using Goodshuffle Pro.

Written by Colin Connor
Updated over a week ago

Track Offline Projects

Should I enter projects I already had before I got Goodshuffle Pro? What about handshake deals? (answer: Yes!)

Written by Karen Gordon
Updated over a week ago

How can I print an Hourly Schedule?

Here's how you can access and hourly schedule for your project.

Written by Colin Connor
Updated over a week ago

How can I send a receipt of payment?

Here's how you can send your clients a full list of all payments made on a project as a receipt.

Written by Colin Connor
Updated over a week ago

Why don't my packages show on my pull sheet by item category?

Here's why you don't see your pull sheets by item category.

Written by Colin Connor
Updated over a week ago

How can I download documents for multiple projects at once?

Contracts, schedules, pull sheets, and more can be downloaded in bulk from the project list.

Written by Erik Dreyer
Updated over a week ago

How can I download contracts for multiple projects at once?

Contracts can be downloaded in bulk from the project list.

Written by Colin Connor
Updated over a week ago

How can I download receipts of goods and services for multiple projects at once?

Receipts of goods and services can be downloaded in bulk from the project list.

Written by Colin Connor
Updated over a week ago

How can I download service schedules for multiple projects at once?

Service schedules can be downloaded in bulk from the project list.

Written by Colin Connor
Updated over a week ago

What does the QR code on the top of my pull sheets do?

Here's where the QR code will send you and your team if they scan it from their phones.

Written by Colin Connor
Updated over a week ago

How can I download pull sheets for multiple projects at once?

Pull sheets can be downloaded in bulk from the project list.

Written by Colin Connor
Updated over a week ago

Adding And Managing Project Files

How to add images, logos, floor plans, details, and other important files into your project

Written by Karen Gordon
Updated over a week ago

How can I Archive a project?

Here's how you can remove a completed project from you 'Open' project list by Archiving it.

Written by Colin Connor
Updated over a week ago

When should I Archive a project?

Here are best practices for when to Archive a project.

Written by Colin Connor
Updated over a week ago

How can I find a project for an old or removed address?

Here's how you can pull up any projects for and old or removed address.

Written by Colin Connor
Updated over a week ago

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.

Written by Colin Connor
Updated over a week ago

How can I search for multiple project numbers at once?

Here's how you can use the Project page to search for multiple Project IDs at once

Written by Colin Connor
Updated over a week ago

Find Projects

Where are my projects?

Written by Karen Gordon
Updated over a week ago

Where can I find the Project ID number?

Here's where you can find the project ID number

Written by Colin Connor
Updated over a week ago

How can I scroll through my Upcoming Projects on my Dashboard?

Here's how you can scroll through any upcoming projects listed on your dashboard.

Written by Colin Connor
Updated over a week ago

Why aren't all my projects showing when searching specific dates on my project list?

Here's how the system will search using specific dates and a few suggestions on how to find more results.

Written by Colin Connor
Updated over a week ago

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

Written by Colin Connor
Updated over a week ago

Customize your project list

Using columns, filters, and sorting for reports and analysis of your projects

Written by Erik Dreyer
Updated over a week ago

Where are my Archived Projects?

Here's where you can find your Archived Projects.

Written by Colin Connor
Updated over a week ago

What do the different status colors mean?

Learn what each project status means for Goodshuffle Pro.

Written by Karen Gordon
Updated over a week ago

What does each contract status mean?

The definition of each color-coded contract status and how to manage/change them.

Written by Karen Gordon
Updated over a week ago

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.

Written by Colin Connor
Updated over a week ago

Do clients have access to view all project files?

Your clients will not be able to access project files.

Written by Colin Connor
Updated over a week ago

What happens when a Quote is signed?

Here's what will happen after your client signs a Quote.

Written by Colin Connor
Updated over a week ago

Where will my cancellation policy show to my client?

Here's where your client will review your cancellation policy before signing the contract.

Written by Colin Connor
Updated over a week ago

How can my clients print a receipt of payments?

Here's how your clients can print a receipt of payments made on our projects.

Written by Colin Connor
Updated over a week ago

Where does my company contact information show for my clients?

Here's where your company's contact information will show on your quotes and invoices.

Written by Colin Connor
Updated over a week ago

Will my client's 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!

Written by Colin Connor
Updated over a week ago

Where will my sales lead show on my projects?

Here's where your sales lead will show on your Quotes and Invoices

Written by Colin Connor
Updated over a week ago

How does project information appear to a client?

Here's how all the project details will appear to your client.

Written by Colin Connor
Updated over a week ago

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.

Written by Colin Connor
Updated over a week ago

Where can my client see the fees they've paid on an order?

Here's how you can show your client any fees they've made on their payments

Written by Colin Connor
Updated over a week ago

What Email and Subject Line do my quotes have?

Here's how your email and subject lines will appear on your quotes so you can tell your client what to look for.

Written by Colin Connor
Updated over a week ago

Can a client sign a Lost project?

Here's what your client will see if they try to open a Lost project

Written by Colin Connor
Updated over a week ago

What is the client experience?

Here's what your client will experience when signing and paying.

Written by Colin Connor
Updated over a week ago

Images on Quotes, Invoices & Pull Sheets

How to get item images to appear on printed materials and online interactive views.

Written by Erik Dreyer
Updated this week

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.

Written by Colin Connor
Updated over a week ago

Where will my client see Stripe's fees?

Here's where your client will see Stripe's fees when paying for their project and on their paid invoices.

Written by Colin Connor
Updated over a week ago

Where would my client see a discount applied to an item?

Here's where discounts on items will show on your quotes and invoices

Written by Colin Connor
Updated over a week ago

How can I tell which items have been added or removed from a signed contract?

Here's how you can identify items that have been added or removed to a signed project.

Written by Mallory Mullen
Updated over a week ago

How can I add project notes from Fulfillment?

Here's where you can add general project notes from the Fulfillment Section and where they'll show on your Pull Sheets.

Written by Colin Connor
Updated over a week ago

How can I add project notes from Fulfillment?

Here's how you can add 'back end' project notes from Fulfillment

Written by Colin Connor
Updated over a week ago

What is Fulfillment?

This is where you can add notes, additional items, use the digital pull sheets, and receive items back into your inventory or mark damages

Written by Colin Connor
Updated over a week ago

Can I add items without charging the client, but still list these items on pull sheets?

Here's how you can add additional items into Fulfillment

Written by Colin Connor
Updated over a week ago

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.

Written by Colin Connor
Updated over a week ago

How can I send my client an Invoice without an item?

Here's how you can remove an item from an invoice, and then send it back to your client.

Written by Colin Connor
Updated over a week ago

How can I see all my subrentals on a project?

Here's how you can identify all the subrentals on a project's pull sheet.

Written by Colin Connor
Updated over a week ago

How can I select which pooled items are added to a project?

Here's how you can control which items in a Pool are added to your projects.

Written by Colin Connor
Updated over a week ago

How will the changes to my items be tracked on the logs?

Here's where you can see all the details of changes made to your items from the logs.

Written by Colin Connor
Updated over a week ago

View a Project's Activity Log

How to see what changes were made to a project, when the changes were made, and which team member made them.

Written by Karen Gordon
Updated over a week ago

How can I identify custom items on pull sheets?

Here's how you can identify custom items on your projects' pull sheets

Written by Colin Connor
Updated over a week ago

How to turn on/off your Digital Pull Sheet

How to enable and disable a digital checklist for your warehouse or events execution team.

Written by Erik Dreyer
Updated over a week ago

How can I create a TBD time for my In-Store Logistics?

Here's how you can create a TBD time for your In-Store Logistics.

Written by Colin Connor
Updated over a week ago

How can I print one pull Sheet for all my items going out in a given period?

Here's how you can print off an Aggregate Pull Sheet for all your projects in a given date range.

Written by Colin Connor
Updated over a week ago

How can I customize my Digital Pull Sheet stages?

You can label your digital fulfillment checklists however you like! Learn how to control the titles within your admin's account settings.

Written by Erik Dreyer
Updated over a week ago

Pushing unsigned changes in contracts to Fulfillment before contract is signed

How to add items to the fulfillment component of a project so that Warehouse and fulfillment users can see the changes in real time.

Written by Karen Gordon
Updated over a week ago

How to use the Digital Pull Sheets

Digital Pull Sheets, or the checklists within each project's Fulfillment tab, are customizable and easy-to-use.

Written by Erik Dreyer
Updated over a week ago

How to open / close Fulfillment

How to indicate that the Fulfillment stages of a project have been completed.

Written by Erik Dreyer
Updated over a week ago

What items can and can’t be checked in?

There are some things on your pull sheets that can't be marked as checked in, because they aren't inventory-tracked. Here are examples.

Written by Erik Dreyer
Updated over a week ago

How do I check in inventory items?

How to indicate on a project that your inventory items made it back to the warehouse safely (or not!) and note when they come back early.

Written by Erik Dreyer
Updated over a week ago

Fulfillment Sync - Why didn't my items automatically go to fulfillment?

What goes into my fulfillment section and when?How to manually send items to fulfillment.

Written by Karen Gordon
Updated over a week ago

Printing Pull Sheets

How to print a pull sheet or save it as a PDF from the Fulfillment page of a project

Written by Karen Gordon
Updated over a week ago

What to do with a project/event after it is finished?

How to archive a completed project or event after it has happened

Written by Karen Gordon
Updated over a week ago

Creating Set Asides In the Fulfillment Section

How to create a Set Aside while within a specific contract

Written by Karen Gordon
Updated over a week ago

How do I print pull sheets?

Quick guide on accessing and printing pull sheets

Written by Andrew Garcia
Updated over a week ago

How to Add & Manage Team Members on Projects

Add Full and Limited Users to projects to encourage communication and collaboration on every event. Then, assign them tasks & send messages.

Written by Karen Gordon
Updated over a week ago

How will I be notified when a client sends a message?

Here's how you will be notified when a client replies to your quotes or invoices.

Written by Colin Connor
Updated over a week ago

How can I change the tax applied to an item on a project?

Here's how you can change which tax types are applying to your items your projects.

Written by Colin Connor
Updated over a week ago

Why is Goodshuffle Pro asking me to select an option for a 0% tax rate?

Here's why we need to capture a reason for giving a project a 0% tax rate.

Written by Colin Connor
Updated over a week ago

How can I override tax on a project?

Here's how you can override tax on a project.

Written by Colin Connor
Updated over a week ago

How do I remove the taxes from a signed contract?

Here's how you can remove taxes from a project if a client is tax exempt.

Written by Colin Connor
Updated over a week ago

How can I apply my discounts before or after taxes?

Written by Colin Connor
Updated over a week ago

How can I recalculate taxes on a project?

Here's how you can recalculate taxes on your project

Written by Colin Connor
Updated over a week ago

How can I see the taxes applied per line item on a project?

Here's how you can toggle making taxes visible from a vendor view on your project.

Written by Colin Connor
Updated over a week ago

How can I send my client a Voided invoice?

Written by Colin Connor
Updated over a week ago

Send a Quote to a Client

How to preview the client view, customize the email, and send a Quote to your client.

Written by Karen Gordon
Updated over a week ago

Will my client receive a notification of a refund?

Here's what your client will receive when you process an Online Refund.

Written by Colin Connor
Updated over a week ago

How can I attach files to my emails to my clients?

Here's how you can attach design proposals, instructions, or other files on your messages to your clients

Written by Colin Connor
Updated over a week ago

Sending Messages Within a Project

Start a conversation with either team members or clients within a project's details.

Written by Karen Gordon
Updated over a week ago

How to Message Your Team & Clients

Track conversations with clients and teammates per project. Send messages, photos, files, and more.

Written by Karen Gordon
Updated over a week ago

How can I see who works with a company?

Here's how you can quickly see all employees that work with a company

Written by Colin Connor
Updated over a week ago

How can I add a project coordinator across multiple projects with different clients?

Here's how you can set up your projects so that your primary coordinator and their clients are listed on your projects

Written by Colin Connor
Updated over a week ago

How can I add multiple contacts to a project?

Here's where you can enter in multiple email addresses for your projects.

Written by Colin Connor
Updated over a week ago

How can I change the phone number and email address featured on my Quotes and Invoices?

Here's how you can adjust the sales lead's contact information on a project.

Written by Colin Connor
Updated over a week ago

What would the rate be for a 5-day rental?

Here's how Goodshuffle will calculate the rate for a 5-day rental.

Written by Colin Connor
Updated over a week ago

How can I create a custom discount?

Here's how you can create a custom item with a negative value to create a custom discount.

Written by Colin Connor
Updated over a week ago

How can I move items on a project?

Here's how you can re-order your rental items on a project.

Written by Colin Connor
Updated over a week ago

How can I only add my inventory from a specific location to a project?

Here's how you can use Attributes to quickly add items by there specific location

Written by Colin Connor
Updated over a week ago

How can I see the description of an item before adding it to my project?

Here's how your team can get a quick reminder of an item's description before adding it to a project.

Written by Colin Connor
Updated over a week ago

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.

Written by Colin Connor
Updated over a week ago

How can I use an existing contact's address as a venue?

Here's how you can use an existing client's address as a venue.

Written by Colin Connor
Updated over a week ago

How can I select a Sales Office for a Project?

Here's how you can select a specific Sales Office for your projects.

Written by Colin Connor
Updated over a week ago

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

Written by Colin Connor
Updated over a week ago

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.

Written by Karen Gordon
Updated over a week ago

Add and Change Terms & Conditions, Payment Terms, and Cancellation Policies Within a Project

How to adjust your contract terms per project.

Written by Karen Gordon
Updated over a week ago

How can I change Terms & Conditions within a project?

Here's how you can change your Terms & Conditions on the fly from within a project.

Written by Colin Connor
Updated over a week ago

How do I collapse line item groups?

Sometimes it’s helpful to collapse line item groups to reorder things.

J

Written by Jessica Powers
Updated over a week ago