SimpleSign is an online service that allows documents to be released for signature. This is especially useful for estimates, contracts, or similar documents.
Signature function
When a document is signed, the IP address and time are recorded, which makes the signature and thus the document legally effective.
Monitoring function
You can monitor shared documents and be automatically notified through SimpleSign when the recipient views, signs or performs other actions within the document.
If the customer has questions, they can note them at the document in SimpleSign. This allows you to share information with your customers quickly and comfortably.
SimpleSign-Daylite Integration
The SimpleSign-Integration of the plugin ProductivityTools enables you to send an estimate created in Daylite to SimpleSign and then send it from Daylite to your customers using a self-created e-mail template with the help of ProductivityTools. The email is automatically saved in the Daylite activity stream of the contact.
Please note: To use SimpleSign with Daylite you need at least the SimpleSign Team Plan and the plugin ProductivityTools. If you'd like to test the integration first, you can as well create a free SimpleSign test account. |
Have a look at this article to learn how to configure the SimpleSign integration:
How do I configure the SimpleSign-Daylite integration?
Learn how to send an estimate from Daylite using SimpleSign:
How do I send an estimate from Daylite using SimpleSign (E-Mail templates)?
Related Articles
How do I configure the SimpleSign-Daylite integration?
How do I send an estimate from Daylite using SimpleSign (E-Mail templates)?
How do I create email templates with ProductivityTools?
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