The default email templates created by Goodshuffle Pro will automatically include project links and documents for any Quotes, Invoices, and Contracts.

To ensure these links and documents also attach to your Custom Email Templates, you'll want to make sure you select the correct template type that matches the action you'll take on a project (i.e. 'Send Quote', 'Send Invoice', or 'Send Contract').

For example, if you want to create a Custom Email Template for Quotes, you'll want to choose the 'Quote' option when selecting a template type. You can do so by navigating to the 'Messages' tab, select 'Create Templates' from the 'Template' tab, and then clicking 'Create' beneath the 'Quote' template.

Next, head over to the project, select ' Send Quote' to your client, choose the Custom Email Template you created, and there will be a 'project-quote' attachment included in the email. Once you send this to your client, the status of the project will change from 'New Project' to 'Quote Sent'.

You can repeat the steps above to create Custom Email Templates for Invoices and Contracts.