Preview and CC Email Ability in Documents & Contracts

Preview and CC Email Ability in Documents & Contracts

System Updates
January 17, 2025•1 min read

Documents and contracts make it easy to communicate information and reach customer agreements. To ensure all elements are perfectly in order and all team members are aware of the details, we’re excited to introduce Preview and CC Email Ability for your Documents & Contracts.

  • ⭐️Why Is This Feature Beneficial To Your Company?

  • Enhanced Teamwork: Keep everyone in the loop by CC’ing them on document emails, ensuring everyone stays informed and all stakeholders can collaborate.

  • Improved Customization: Easily edit email templates by using the preview element to tailor them to your liking putting your brand’s voice front and center.

  • Increased Efficiency: Minimize errors from the beginning by leveraging the updates to troubleshoot and verify the information with your team.

⭐️How To Use Custom Values in Estimates?

  1. Start by navigating to the Settings section of your Documents & Contacts tab.

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  2. Enable Configure CC Recipients by toggling it and adding an email address.

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  3. Click Preview next to an email template to open the builder.

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  4. Modify your template as needed then click Save.

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Maximize the functionality of all steps with your Documents & Contracts by leveraging the new opportunities to share information. Keeping all stakeholders informed and reducing the need for inquiries.

New FeatureNew UpdatePaymentsDocuments and ContractsSettings
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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