When creating a new project or editing an existing project, the final step is clicking "Send to Client". Based on what status your project is in, your client will receive a different template.

"Send Quote" is included when sending a brand new quote to a client that has not yet signed for this project. If your project status is "New" (yellow) or "Quote Sent" (blue), you will see the "Send Quote" template used.

"Send Invoice" is included when sending a previously signed project to your client that has no additional changes. If your project status is "Contract Signed" (green) and you are resending the invoice to be reviewed/paid, the "Send Invoice" template will be used.

"Send Contract" is included when sending a previously signed project that has had changes requiring a new signature. If your project status is "Unsigned Changes" (red) and you are sending a new contract to be signed, the "Send Contract" template will be used.