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Automate Your Workflow: Send Proposals, Estimates, and Contracts Directly with Pinnacle AI CRM

October 23, 20232 min read

Pinnacle AI CRM is taking another leap forward in enhancing user experience by introducing the capability to automatically send proposals, estimates, and contracts directly within a workflow. This feature is designed to optimize communication, ensuring timely and efficient interactions with potential clients.

Feature Highlights

  • Workflow Integration: Businesses can now configure the "Send Proposal/Estimate" action within workflows. This allows for automatic document sending based on specific triggers.

  • Utilizing Templates: Users can leverage templates created within the "Proposals and Estimates" module to define the details of the document being sent to the customer.

  • Customizable Sender Details: Business users have the flexibility to configure the action name, select the "from user" to define sender details, and choose a template from the available options in "Proposals and Estimates".

  • Default/Custom Template Usage: The default or custom template configured within the "Proposal and Estimate" settings will be automatically used for sending documents from workflows.

  • Versatile Use Cases: This feature is perfect for scenarios like sending proposals automatically when an opportunity status changes, attaching a tag to a contact, or any other trigger.

  • Signature Assignments: For businesses aiming to send proposals to potential clients with signature fields, this feature is invaluable. Users can create proposal templates with a signature element assigned to a business user, while the unassigned signature element will automatically get assigned to the potential lead.



Thought-Provoking Questions and Insights

  • Efficiency in Communication: How can automating the sending of proposals, estimates, and contracts within workflows enhance the efficiency and timeliness of business communication?

  • Customization and Flexibility: With the ability to choose sender details and utilize templates, how does this feature cater to the diverse needs of businesses?

  • Enhanced User Experience: How does this streamlined approach to sending documents contribute to a more intuitive and user-friendly experience in Pinnacle AI CRM?

Dive into the world of automated document sending with this innovative feature in Pinnacle AI CRM!

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Charles Higgins

He is the father of two handsome boys, one beautiful girl, and an automotive enthusiast. He has worked in the automotive industry for over 20 years, with experience spanning everything from sales and service to financing and management. Charles' goal is to share his knowledge and experience with other sales professionals from various industries and businesses. He believes that brand building and social media marketing while utilizing the latest technology gave him the upper edge in his field. Charles wants to share these skills that he has honed over the years so that others can benefit from his expertise.

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