Add Products Descriptions In Documents & Contracts

Add Products Descriptions In Documents & Contracts

July 05, 20241 min read

A business creating a contract for a new client can now include detailed descriptions of each product or service offered, ensuring the client fully understands what is being provided.

Add Products Descriptions In Documents & Contracts: This feature allows businesses to add detailed product descriptions to documents and contracts, enhancing clarity and understanding for clients.

⭐️ Why Does It Matter To Your Business?

  • Enhanced Communication: Provide clear and detailed explanations of products and services within documents.

  • Streamlined Process: Add new products and descriptions directly in the document without navigating away.

  • Professional Presentation: Improve the professionalism and comprehensiveness of contracts and agreements.

⭐️ How To Add Products Descriptions In Documents & Contracts:

  1. Access the “Payments” Tab from the left navigation menu. Click on “Documents & Contracts” from the upper navigation menu and create a new or edit existing one.

  2. In the builder click on the “+” icon and drag a “Product List” element from the element tab.

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  3. Now click on “+Add an item”.

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  4. Select the Product and price, and hit the Add item button.

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  5. Once a product is added, click on the auto populated description.

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  6. Add the description and click Save.

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Adding product descriptions within documents and contracts enhances client communication and streamlines the contract creation process.

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.

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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