SimpleSign and Dropbox Sign are online services that allow documents to be released for signature. This is especially useful for estimates, contracts, or similar documents. To integrate one of these services into Daylite, you need the plugin ProductivityTools.
If you want to resend an offer, which has already been sent, or send it to another contact person, proceed as follows:
- Navigate to the opportunity with the quote that you want to resend
- In the history of the opportunity, use the right mouse button on the relevant offer
- Select the function Send estimate via email templates (SimpleSign) or Send estimate via email templates (SimpleSign)
- Select a recipient
- Activate Send email with template and select an email template
- Click on Send
Related articles
What are SimpleSign and Dropbox Sign?
How do I configure the SimpleSign-Daylite integration?
How do I configure the Dropbox Sign-Daylite integration?