Send Documents & Contracts via SMS

September 17, 2025•1 min read

Effective communication with your customers requires flexibility on your part. So, we understand how limiting it was to send documents only via email. To ease this, we’ve added the send via SMS option. Let's learn how!

⭐️ How To Send Documents & Contracts via SMS?

Inside the document builder, select your primary recipient, then click send.
Select the Email & SMS or SMS option for your sending channel.
Select the SMS Template you want to send, or click Manage to access the SMS snippets module.
Once you’ve selected the template, click Send.

⭐️Why Is This Feature Beneficial To Your Company?

Enhanced Experience: Reaching customers with their preferred method of communication increases the likelihood of striking a deal.
Global Defaults: You can set global defaults for Document Sent and Document Signed notifications to help you save time and ensure consistency.
Workflow Integration: When sending your documents via Workflows, you can choose the channel as email, SMS, or both.

Now, you can create and use SMS templates to deliver your clients' documents, resulting in a more personalized experience that helps you achieve maximum visibility. We hope you enjoy the added flexibility of defining the sending.

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.