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Create & Customize Quotes / Proposals
Create & Customize Quotes / Proposals
Jake Scotto avatarKaren Gordon avatarErik Dreyer avatar
8 authors292 articles
How can I print a pull sheet for all my projects that are in progress?

How can I just see my future projects on my project list?
How can I print a list of all upcoming signed jobs?
How can I track projects cancelled due to COVID-19?
How can I add my projects I'm donating items for?
How do I reschedule an order due to COVID-19 and report on any losses?
Which of my projects have been synced with QuickBooks Online?
How can I filter my projects by who has been assigned to them?
How can I create a delivery route for my drivers based on truck assignments?
How can I just see my projects that have a truck delivery?
How can I see who is delivering a project?
How can I see a report of all upcoming payment authorizations and when they will be made?
How can I filter my project list by specific dates?
How can I see an ideal route between projects?
Why did all my archived projects end up back in my project list?
How can I see how much a salesperson brought in during a month?
What kinds of notes can I include within a project?
How can I sort my projects by client?
How can I see what items are on my upcoming projects?
How can I sort my projects by their start date?
How can I see which of my projects have a remaining balance?
How can I see when my projects were last sent and opened?
How can I see whose been assigned to my projects?
How can I sort my projects by Event Start?
How can I filter my projects by project status?
Will my Archived Projects update the Event Type report on my Dashboard?
How can I download my Project List?
How can I sort my projects by Company?
How can I track my costs on a project?
How can I see a total of my jobs before tax?
How can I track my yearly projects?
How can I print a pull sheet for all my projects that are in progress?
How can I see when a project was created?
How can I see when my staff created projects?
How can I tell which of my signed projects have been paid?
How can I see which of my projects have delivery or in-store logistics?
How can I remove my completed projects from my project list?
How can I see how many projects are going out in a day?
How can I see when a client first signed a contract?
How can I see all my projects for a year?
How can I see which of my projects have a Due balance?
How can I print off all my pull sheets for a week?
How can I download all my invoices in a given period?
How can I see the subtotal of products on a project?
How can I see a subtotal of all custom items on my projects?
How can I see the subtotal of my services on a project?
Where can I see reports about my projects?
How can I see how much I made in a month?

How can my client pay for the entire amount of a service on a project?
Will payment authorizations complete on lost projects?
Will I receive an email when my client selects to auto-pay on a project?
Why can't I refund an old ACH payment?
How can I charge my client for the entire balance of project?
Best Practices to Avoid Disputes
What's the difference between an Online and and Offline payment?
How can I find the status of an Outbound Transfer?
Why does my client have to pay the entire balance now if I have a deposit and remainder due 7 days before the event?
How can I capture a payment without passing on the fees?
Why is a project not showing up as 'Due'?
What is the estimated time frame for a refund to process and how long does it take for the customer to receive it?
How can I make sure my client is paying Stripe's fees on my projects?
How can my client split a payment between two credit cards?
Will my client's auto-pay authorization change if I add items to the project?
How can I tell how much I paid for Stripe's fees on a payment?
How will an item's price be broken down if my client already paid a deposit?
Will my client's auto-pay authorization change if I remove items from the project?
How will Stripe's processing and transfer fees be deducted from my outbound transfers?
When can I expect an Outbound Transfer (f.k.a. Payout) for a payment made on a project?
How can I print a record of payments for a project?
How can I tell if a payment on a project has been deposited?
Are there additional fees for refunds?
Where can I see how much a client has paid on my projects, contracts, and invoices?
Why can't I refund an old Buy Now, Pay Later payment?
How can I add a Credit Card Authorization form to my projects?

How can I quickly see if delivery is required on an item on an order?
How can I update the Terms & Conditions on an existing project?
How can I hide my cancellation policy on a project?
How can I show attributes on my digital pull sheets?
How can I show a subtotal by Line Item Group on my quotes and invoices?
How can I remove cancellation policy on project?
How can I create new payment policies from within a project?
How can I change the Payment Options available on a Project?
How can I mark my taxed items on my invoices?
How can I turn off cash or check payments on a project?
How can I add Event Times to my Pull Sheets?
How can I hide item descriptions on my invoices?
How can I not send payment reminder emails on a project?
Will a Limited User see 'Day of Contact' and event information?
How can I remove the Sales Lead info on my quotes and invoices?
How can I hide the Line Item Group Dates on my project?
How can I change how many times Payment Due Notification will send?
How can I check who is paying Stripe's fees for a project?
Where can I see internal project notes?
How can I update or refresh the terms on an existing project?
How can I remove the attached PDF from my Quotes and Invoices?
Where can I add in internal delivery notes?
How can I show / hide Unit Price and Quantity on my quotes & invoices?
How can I turn off the Automatic Payment Reminders on a Project?
How can I show a guest count and event type on my invoices?
How can I add notes to a project?
How can I change the rental dates for a project?
How can I not show hidden items when I'm creating a project?
How can I set the event dates on a project?
How can I mark the event type of my projects?
How can I add guest count to my projects?
How can I change the Payment Policy on a project?
How can I create Flat Rate Deposits?
How do I adjust my contract settings?
How can I disable/re-enable Online Signatures for a Project?
How can I change the name of the person sending the quotes on my projects?
What project and payment options can I control from my Account Settings?
How can I disable Purchase Order Numbers for my projects?
How can I create project templates?
How do I show or hide Item Attributes on a contract?

Where can I view deliveries on my pull sheets?
Why did Goodshuffle Pro automatically check my inventory items back in?
Where can Limited Users see Client information?
How can my Limited Users see the Delivery Times for the Logistics on their Phones?
How can I see the pickup or drop-off times on a project on a mobile device?
How can I tell which items have been added or removed from a signed contract?
How can I add project notes from Fulfillment?
How can I add project notes from Fulfillment?
What is Fulfillment?
Can I add items without charging the client, but still list these items on pull sheets?
How can I hide an item on a project?
How can I send my client an Invoice without an item?
How can I see all my subrentals on a project?
How can I select which pooled items are added to a project?
How will the changes to my items be tracked on the logs?
View a Project's Activity Log
How can I identify custom items on pull sheets?
How to turn on/off your Digital Pull Sheet
How can I create a TBD time for my In-Store Logistics?
How can I print one pull Sheet for all my items going out in a given period?
How can I customize my Digital Pull Sheet stages?
Pushing unsigned changes in contracts to Fulfillment before contract is signed
How to use the Digital Pull Sheets
How to open / close Fulfillment
What items can and can’t be checked in?
How do I check in inventory items?
Fulfillment Sync - Why didn't my items automatically go to fulfillment?
Printing Pull Sheets
What to do with a project/event after it is finished?
Creating Set Asides In the Fulfillment Section
How do I print pull sheets?