This feature is available on all Goodshuffle Pro Plans.
Email templates in Goodshuffle Pro are directly linked to a project's status. Templates for Quotes, Invoices, and Contracts automatically include relevant project links and documents—unlike Custom email templates, which do not include these by default.
To ensure a template is available when you're sending an email, be sure to select the correct template type that matches the action you're taking or the current project status (e.g., 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, select the “Quote” option when choosing a template type.
You can do this by navigating to the “Messages” tab, selecting “Create Templates” under the “Template” tab, and clicking “Create” beneath the Quote template option.
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.
"Contract" templates are best used after revisions are made to previously signed contracts. Use this template for projects in an "Unsigned Changes" state.
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