Documents & Contracts Content Library

Documents & Contracts Content Library

Documents & Contracts Content LibraryPinnacle Ai
Published on: 24/09/2025

Content Libraries help you quickly and efficiently set up your builds, giving you an easy way to access consistently used assets. Knowing the effectiveness of having this access, we’ve added it to the Documents & Contracts. Let's learn how to use it!

System Updates
Add Product Images in Documents & Contracts

Add Product Images in Documents & Contracts

Add Product Images in Documents & ContractsPinnacle Ai
Published on: 04/06/2025

Adding images to your products helps customers visualize what they are agreeing to. When using product lists in your documents, being able to easily include and modify these images is crucial, so we’ve made a few changes to simplify this process for you!

System Updates
Expiry for Documents & Contracts

Expiry for Documents & Contracts

Expiry for Documents & ContractsPinnacle Ai
Published on: 12/05/2025

Documents & Contracts are the perfect way to solidify your relationship with your customers and ensure clear expectations. However, we know that there might be limited time offers that you want to handle this way as well. So, we’re glad to introduce this new feature!

System Updates
"Assign to Sender" Option in Documents Contracts

"Assign to Sender" Option in Documents Contracts

"Assign to Sender" Option in Documents ContractsPinnacle Ai
Published on: 14/03/2025

When dealing with Documents & Contracts, signatures and fillable fields are confirmation that the files were read and the customer agrees to it. But what if you also need the team member who sent it to leave a signature or their initials? This new feature is here to simplify that process.

System Updates
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