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Revolutionizing Business Proposals: A Fresh Take on Pinnacle Ai's New Feature

August 17, 20232 min read

Introducing the Game-Changer: Proposals and Estimates Now Live Under Payments!

Pinnacle Ai has always been at the forefront of innovation, and this time, they've outdone themselves. With the introduction of their new feature, businesses can now send detailed proposals or estimates directly within the Pinnacle Ai platform. But that's just the tip of the iceberg!

Customization at Its Best: Create, Style, and Format

Gone are the days of bland, cookie-cutter proposals. With Pinnacle Ai's new feature, businesses have the freedom to:

  • Create a formatted document

  • Use custom fonts and styles to match their brand's identity

  • Add headings and paragraphs for clarity

  • Insert links and bulleted lists for easy navigation

  • And, for that extra touch of professionalism, insert images, videos, and table elements

Show Me the Money: Detailed Cost Breakdowns

One of the standout features of this update is the ability to insert a product list element. This allows businesses to present an approximation of the costs involved in fulfilling a service. But wait, there's more! Businesses can:

  • Add product line items

  • Apply taxes

  • Offer discounts to sweeten the deal

All these features come together to provide a clear and transparent breakdown of the costs associated with the proposal or estimate.

Seal the Deal: Digital Signatures and Authenticity

In today's digital age, the importance of authenticity cannot be overstated. Pinnacle Ai recognizes this and has incorporated a feature that allows businesses to accept digital signatures on documents. This means potential leads or clients can digitally sign a document after reviewing it. And for that added layer of security:

  • The system generates a signature certificate

  • Captures essential information like IP address and customer name/email

  • Ensures the digital signature remains valid and authentic

Once a client signs a document digitally, they will automatically receive a signed/finished copy in PDF format. Talk about convenience!

Wrapping It Up: A New Era for Business Proposals

Pinnacle Ai's latest feature is more than just a tool; it's a game-changer. By offering businesses the ability to create customized, detailed, and authentic proposals, Pinnacle Ai is setting a new standard in the world of business communication. So, if you're looking to elevate your proposal game, Pinnacle Ai's got your back!

Pinnacle Aiproposalsestimatesdigital signaturescustomizationbusiness communication
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Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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