Documents & Contracts Content Library

September 24, 20251 min read

Content Libraries help you quickly and efficiently set up your builds, giving you an easy way to access consistently used assets. Knowing the effectiveness of having this access, we’ve added it to the Documents & Contracts. Let's learn how to use it!

⭐️ How To Add Content To The Documents & Contracts Library?

  1. Create the block or place all elements on a page you want to reuse.

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  2. To save a block, hover over it and click the image icon to select Add to Content Library.

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  3. To save a page, click the “⋯” icon and select Add to Content Library.

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  4. Give it a name and click “Add to Content Library” to save it.

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⭐️Why Is This Feature Beneficial To Your Company?

  • Simplified Document Creation: This helps you easily distribute best-practice components, making it easy for all team members to get started.

  • Improved Consistency: Keep branding, terms, and layouts uniform across your builds, helping you ensure essential items are included even if the text or products change.

  • Increased Efficiency: Assemble proposals and contracts in seconds, adding any important assets quickly by dragging them anywhere on the document.

Use this new tool to create agreements in seconds, establishing a reliable base you can mix and match to create the perfect contract to fit every situation.

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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