The ProductivityTools are our “Swiss Army Knife” for Daylite. In addition to a variety of integrations, such as Zoom, the online scheduling service Acuity Scheduling, Teams, Webex, or online signing systems such as Simple Sign and Dropbox Sign, the ProductivityTools offer a whole supply of little helpers that make your daily work with Daylite easier.
Track and sign offers
Send offers as an electronically signable document directly from Daylite. Every time your customer looks at the offer, you will be notified by e-mail. The customer can legally sign directly on the computer or smartphone.
Define other users as substitutes. In addition to their own notifications, they will also receive notifications for the people they are representing. Particularly useful for assistants or vacation replacements.
And many other functions that simplify your everyday work…
- Design custom email templates and appointment invitations
- Send tasks and appointments via email to non-Daylite users
- Set due date and estimated time for any number of tasks and projects
- View estimated time in total for multiple selected items
- Convert tasks to appointments
- Duplicate appointments with links and invited people
- Create tasks for multiple objects at the same time
- Create one sales opportunity for multiple people or companies at the same time
- Convert notes into tasks
- Number tasks and subtasks
- Create multiple forms at once with batch capture
- Copy formatted tables from Daylite to the clipboard
- Delegate (multiple) tasks, appointments, projects, and opportunities to people or teams
HelpCenter article about ProductivityTools
- What are the ProductivityTools?
- What are SimpleSign and Dropbox Sign?
- How do I configure the SimpleSign-Daylite integration?
- How do I create email templates with ProductivityTools?
- How do I use a ProductivityTools email template?
- ProductivityTools – Teams Integration
- ProductivityTools – Webex Integration
- ProductivityTools – Zoom Integration
Have questions about our Daylite extensions?
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