Email templates are directly linked to a Project's status. Each template also automatically includes project links and documents for Quotes, Invoices, and Contracts, whereas "Custom" email templates do not.

To ensure these templates are available to select when sending an email, you'll want to make sure you select the correct template type that matches the action you'll take on a project or the project status (i.e., "Send Quote", "Send Invoice", or "Send Contract").

For example, if you want to create a Custom Email Template for projects in a "New Project" or "Quote Sent" state, you'll want to choose the "Quote" option when selecting a template type. You can do so by navigating to the "Messages" tab, selecting "Create Templates" from the "Template" tab, and then clicking "Create" beneath the "Quote" template.

Next, go to the project, select "Send Quote" to your client, and choose the Custom Email Template you created. The email will include a "project-quote" attachment. Once you send this to your client, the project status will change from "New Project" to "Quote Sent".

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