{"id":245172,"date":"2020-10-06T11:36:55","date_gmt":"2020-10-06T09:36:55","guid":{"rendered":"https:\/\/daylitepro.com\/daylite-crm-software\/daylite-all-features\/simplesign\/"},"modified":"2025-05-30T12:28:55","modified_gmt":"2025-05-30T10:28:55","slug":"simplesign","status":"publish","type":"page","link":"https:\/\/iosxpert.biz\/en\/daylite-crm-software\/daylite-all-features\/simplesign\/","title":{"rendered":"Track and sign estimates digitally"},"content":{"rendered":"

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Track and sign estimates digitally<\/h1>\n

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SimpleSign and Dropbox Sign<\/p>\n

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Exclusively for Mac, iPhone & iPad<\/h3>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”on|off|off” module_class=”green rays” _builder_version=”4.16″ use_background_color_gradient=”on” background_color_gradient_stops=”#00b7e3 0%|#008be2 100%” background_color_gradient_start=”#00b7e3″ background_color_gradient_end=”#008be2″ height=”400px” height_tablet=”” height_phone=”659px” height_last_edited=”on|phone” custom_padding=”40px||5px||false|false” top_divider_color=”#d6d6d6″ bottom_divider_color=”#e09900″ global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ width=”90%” max_width=”1160px” min_height=”114px” custom_padding=”20px||0px|||” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”4px||||false|false” global_colors_info=”{}”][et_pb_text _builder_version=”4.21.0″ text_font=”||||||||” text_text_color=”#ffffff” text_font_size=”50px” text_line_height=”1em” header_font=”||||||||” header_text_color=”#ffffff” header_font_size=”40px” header_2_font=”||||||||” text_orientation=”center” min_height=”28px” custom_margin=”||35px|||” global_colors_info=”{}”]<\/p>\n

Track and sign estimates digitally<\/h1>\n

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SimpleSign and Dropbox Sign<\/h2>\n

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Exclusively for Mac, iPhone & iPad<\/h3>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_video src=”https:\/\/vimeo.com\/472658234″ thumbnail_overlay_color=”rgba(0,0,0,0.6)” _builder_version=”4.16″ custom_margin=”-15px||||false|false” custom_margin_tablet=”7px||||false|false” custom_margin_phone=”” custom_margin_last_edited=”on|tablet” custom_padding=”||||false|false” box_shadow_style=”preset1″ global_colors_info=”{}”][\/et_pb_video][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.5.6″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” custom_padding=”15px||3px||false|false” global_module=”237192″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” width=”90%” max_width=”1160px” custom_padding=”3px||3px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_dcsbcm_divi_breadcrumbs_module homebreadcrumbtext=”Home” hide_currentbreadcrumb=”off” _builder_version=”4.16″ _module_preset=”default” body_font_size=”13px” body_line_height=”0em” custom_padding=”||||false|false” global_colors_info=”{}”][\/et_pb_dcsbcm_divi_breadcrumbs_module][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”4px||13px|||” global_module=”242521″ saved_tabs=”all” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”-7px|auto||auto||” custom_padding=”4px||4px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/iosxpert.biz\/wp-content\/uploads\/2020\/09\/Badge_Daylite_Plus-1.png” title_text=”Badge_Daylite_Plus” url=”https:\/\/iosxpert.biz\/en\/dayliteplus-crm-mac\/” url_new_window=”on” _builder_version=”4.17.3″ _module_preset=”default” max_width=”20%” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Features” _builder_version=”4.16″ custom_padding=”25px|0px|30px|0px|false|false” global_colors_info=”{}”][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.16″ width_tablet=”” width_phone=”90%” width_last_edited=”on|phone” custom_padding=”3px||6px|||” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/iosxpert.biz\/wp-content\/uploads\/2020\/10\/CRM-Daylite-Mac-Apple-Integration-SimpleSign-Unterschrift.png” alt=”CRM Daylite Mac Apple Integration SimpleSign Signature” title_text=”CRM Daylite Mac Apple Integration SimpleSign Signature” _builder_version=”4.16″ max_width=”80%” module_alignment=”center” global_colors_info=”{}”][\/et_pb_image][et_pb_blurb title=”Have your offers electronically signed” _builder_version=”4.16″ header_font=”|600|||||||” header_font_size=”18px” header_line_height=”1.4em” body_font=”||||||||” body_line_height=”1.8em” text_orientation=”center” width=”100%” custom_margin=”25px||||false|false” custom_margin_tablet=”” custom_margin_phone=”||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”||||false|false” custom_padding_tablet=”” custom_padding_phone=”||25px||false|false” custom_padding_last_edited=”on|phone” animation=”off” border_color_all_image=”rgba(0,0,0,0.1)” global_colors_info=”{}”]<\/p>\n

Do you still send your offers as a PDF? Generate an estimate link directly from Daylite. Your customer clicks on the link and can sign immediately!<\/p>\n

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As soon as a customer views your offer, you will be notified by email. This way, you always know when and how often your customer looks at your offer and you can react.<\/p>\n

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The customer can sign on any device; on the iPhone with their finger and on the computer with a mouse. You always have a legally valid document with all the required information.<\/p>\n

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Smart offers can talk<\/h2>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ width_tablet=”” width_phone=”90%” width_last_edited=”on|phone” custom_padding=”18px||15px|||” global_colors_info=”{}” width__hover_enabled=”on|desktop”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ text_line_height=”1.8em” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n

Knowing when customers consider an offer and whether they have even looked at it is essential information in sales. With our ProductivityTools extension, you have two signature services at your disposal. With the Swedish service SimpleSign<\/a>, you can enter an estimate in Daylite and, instead of sending it as a PDF, only a link is generated in a suitable email template. The estimate itself is transferred to SimpleSign as a PDF in the background. Every time your customer clicks on the link, you receive info about it. The customer can sign the offer directly with the mouse or his finger. The signing solution Dropbox Sign<\/a> from Dropbox also offers this functionality. Here, the email is sent using a template stored in Dropbox Sign. Both solutions also allow transferring documents stored in Daylite from our document management DayliteDocs. Additionally, both SimpleSign and Dropbox Sign offer the option to revoke a previously sent offer and resend it.<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ custom_margin_tablet=”” custom_margin_phone=”||10px||false|false” custom_margin_last_edited=”on|phone” custom_padding=”29px||40px||false|” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_color=”rgba(0,0,0,0.05)” width_tablet=”” width_phone=”90%” width_last_edited=”on|phone” custom_padding=”||40px|||” border_width_all=”1px” border_color_all=”#ef8b23″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ text_font=”||||||||” text_text_color=”#777777″ text_line_height=”1.8em” link_font=”||||||||” ul_font=”||||||||” ol_font=”||||||||” quote_font=”||||||||” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”32px” header_line_height=”1.4em” header_2_font=”||||||||” header_2_text_color=”#000000″ header_2_font_size=”35px” header_2_line_height=”1.3em” module_alignment=”center” global_colors_info=”{}”]<\/p>\n

Most important features<\/h2>\n

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