Latest Updates To Pinnacle Ai CRM

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New Feature: Convert Proposals & Estimates to Invoices Automatically

November 21, 20231 min read

Get ready to supercharge your billing process with our latest feature: Automatic Invoice Creation. Say goodbye to manual invoicing hassles and hello to streamlined, error-free billing that boosts professionalism and saves you valuable time.

What is Proposals & Estimates to Invoices? This new update generates invoices automatically after proposals or estimates are accepted by the client, eliminating manual efforts and ensuring accurate billing. 👇🏻

💵 Why does it matter to your business?

  1. Efficiency: Instantly converts accepted proposals or estimates into invoices, saving you time and effort.

  2. Professionalism: Enhances client experience with seamless transitions from proposals to invoices, showcasing your business's professionalism.

  3. Accuracy: Eliminates manual errors by automating the invoice creation process, ensuring accurate billing every time.

⭐️ How to Convert Proposals & Estimates to Invoices:

  1. Create Proposal/Estimate: In our CRM, craft your proposal or estimate tailored to your client's needs.

    Convert Proposals

  2. Drag and Drop: Drag and drop elements to create your proposals/estimates format.

    Convert Proposals

  1. Client Acceptance and Signature: Once the client reviews and signs the proposal/estimate electronically, our system records the acceptance.

    Convert Proposals

  2. Automatic Invoice Generation: Upon client acceptance, the system automatically generates an invoice based on the accepted proposal/estimate, including all the necessary details.

    Convert Proposals

  3. Review and Send Invoice: Verify the generated invoice to ensure accuracy. With a click, send the invoice to the client, completing the seamless process.

    Convert Proposals

This feature ensures swift, accurate, and professional billing, allowing you to focus on what you do best – growing your business.

We're excited to bring you this valuable tool, and we believe it will streamline your invoicing.

Convert Proposals & Estimates to Invoices today, and let us know how it enhances your professionalism and save you time!

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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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