Latest Updates To Pinnacle Ai CRM

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Upload PDF Support For Contracts & Proposals

February 23, 20241 min read

Implementing this upgrade transforms your document management process, offering unparalleled customization and efficiency in handling proposals, estimates, and legal signatures within our CRM.

Upload PDF Support For Contracts & Proposals: Our CRM enhances the Proposals and Estimates section by introducing the ability to upload and customize your own PDF documents, add signature fields, and utilize legal signature capture, providing a seamless solution for personalized document management.👇🏻

⭐️ Why does it matter to your business?

  • Customizable PDFs: Upload and tailor your PDF documents with signature fields, allowing for personalized proposals and estimates.

  • Efficient Signature Capture: Streamline document signing with multi-signature capabilities and the option to upload your own PDFs.

  • Automated Naming and Processing: Automatically name PDFs based on document names, simplifying the document management process.

⭐️ How To Upload PDF Support For Contracts & Proposals:

  1. Access the payments from the left navigation menu then go to “Documents & Contracts” and click “+New”.

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  2. Click on upload a PDF.

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  3. Now select the PDF and click on upload.

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  4. Once the PDF is uploaded, users will be able to place the signature element or the text/image elements anywhere across the document.

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Implementing this upgrade transforms your document management process, offering unparalleled customization and efficiency in handling proposals, estimates, and legal signatures within our CRM.

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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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