One-Time
DOT Live Notes PRO
Turn your EspoCRM dashboard into a shared working surface,
with personal or team notes you can edit directly inside the dashlet.
Write personal or shared notes directly on your dashboard
Share dashboard notes across users with controlled editing
Use formatting, bullets, todos, separators, and note styling
Prevent edit conflicts with shared-note locking
Tested with: EspoCRM v9.x
Overview
DOT Live Notes PRO adds an editable notes dashlet to EspoCRM dashboards, with support for both personal notes and shared team notes.
Users can type directly inside the dashlet without opening a separate modal, making the dashboard more useful for reminders, working notes, checklists, internal context, and lightweight team coordination.
Shared notes can be reused across dashboards and users, while edit locking helps prevent two people from overwriting the same note at the same time.
Use Cases
• Keep personal reminders directly on your dashboard
• Share important notes across users or team dashboards
• Create lightweight team checklists for daily follow-up
• Keep sales, support, or admin context visible where people work
• Use shared notes for handovers, process reminders, or dashboard instructions
• Avoid scattered notes outside EspoCRM
Behavior
• Adds an editable notes dashlet to EspoCRM dashboards
• Supports Personal and Shared note modes
• Allows shared notes to be reused across users and dashboards
• Locks a shared note while another user is editing it
• Keeps other users in read-only mode while a shared note is locked
• Provides simple formatting: Bold, Header, SubHeader, and Text
• Supports bullets, todo lists, and separator lines
• Allows note color and font choices from dashlet options
• Supports Save, Cancel, and save-on-click-outside behavior
Key Benefits
✅ Personal and shared dashboard notes
✅ Edit directly inside the dashlet
✅ Shared-note locking to prevent overwrites
✅ Useful for team context, handovers, and checklists
✅ No modal required for everyday note editing
✅ Simple formatting for readable notes
✅ Bullets, todo lists, and separators
✅ Color and font options
✅ Lightweight collaboration without adding complexity
Choose your License
Single Instance (one-time)
49€
Valid for a single EspoCRM installation.
Ideal for single-business setups.
UNLIMITED Instances (one-time)
179€
Valid for Unlimited EspoCRM installations.
Ideal for Agencies and EspoCRM Developers.
* The actual checkout flow will redirect to a secure Polar.sh payment link.
