SimpleSign is an online service that allows 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 revoke an offer that has already been sent, proceed as follows:
- Navigate to the opportunity with the estimate that is to be revoked
- Use the right mouse button on the opportunity and select the Revoke last SimpleSign document function
- Alternatively, select the relevant estimate in the history and click on the right mouse button action Revoke SimpleSign document
- Click on the button Revoke document
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