If you create an estimate in Daylite, the plugin ProductivityTools makes it possible to submit it to the online service Dropbox Sign. So your estimate can be signed directly online by your customer.
Please first have a look at this article to learn how to set up the Daylite-Dropbox Sign integration:
How do I configure the Dropbox Sign-Daylite integration?
Sending an estimate from Daylite with Dropbox Sign
If you create an estimate in Daylite, it will be shown in a separate preview window.
To send the link to the customer via email for signing the estimate in Dropbox Sign directly, please check the boxes for Send via email, as well as Use Dropbox Sign and select the appropriate email template for sending the estimate.
The ProductivityTools provide an example email template for the use of Dropbox Sign:
[EN] Estimate example Dropbox Sign
Alternatively, use your own ProductivityTools email templates, or create new templates.
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Please note that the estimate and the data of the email template are transferred directly to Dropbox Sign and sent immediately by Dropbox Sign. You have no chance to edit the email before it is sent. |
Related articles
What are the ProductivityTools?
How do I create email templates with ProductivityTools?
What are SimpleSign and Dropbox Sign?
How do I configure the Dropbox Sign-Daylite integration?