Pinnacle AiWhen managing your Opportunities, you will come to a point where they purchase your products or services, and you need to send an Invoice. Including the proper information in that invoice has to be easy. And this new feature makes it simple for you!
Pinnacle AiCustom Values and Partial Quantities allow for additional personalization and specificity in your Estimates. Since every customer is a little different we know your projects will be too. This new feature aims to address that need and ensure your Estimates are accurate and flexible.
Pinnacle AiThe Math Operation Action allows you to perform calculations based on contacts triggering it, making it great to keep track of totals and predict revenue for you. To make this action even more powerful, we’ve added the option to update Custom Values, keeping your numbers fresh in real-time.
Pinnacle AiCustom Values enable you to personalize your communication and the experience you offer your customers. With the new Custom Value Selector in Calendars, you can ensure that the personal touch is felt even during the appointment booking process.
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