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Course: Signing estimates digitally

Haven’t you often wished you could be informed when your customer deals with your offer and even sign it digitally directly? With the integration of SimpleSign in Daylite, you will receive a message as soon as the offer is opened. Your customer can digitally sign offers, contracts, or other documents in a legally secure way.

In this course, we will introduce you to the integration of SimpleSign, show you which settings you should make, and create a quote step by step.

Duration: about 20 minutes

Content

Overview

Test: SimpleSign Overview

SimpleSign Preferences

Sending an estimate with SimpleSign

Test: Sending an estimate