Pinnacle AiEffective communication with your customers requires flexibility on your part. So, we understand how limiting it was to send documents only via email. To ease this, we’ve added the send via SMS option. Let's learn how!
Pinnacle AiDocuments help you seal the deal with customers. However, sometimes deals don’t go through, so we’re glad to introduce the Decline Document option. To give you the ability to collect clear client feedback, improve follow-ups, and power automations. Come check it out!
Pinnacle AiDocuments and invoices go hand in hand, helping you outline conditions and payment structures. For products with recurring payments, this streamlined process is especially useful—automatically directing customers who sign your documents to the corresponding invoice, where they can complete payment and securely add a card for recurring billing.
Pinnacle AiDocuments and contracts make it easy to communicate information and reach customer agreements. To ensure all elements are perfectly in order and all team members are aware of the details, we’re excited to introduce Preview and CC Email Ability for your Documents & Contracts.
Pinnacle AiYour Documents and Contracts give clear guidelines to customers on how your services work, any terms & conditions you have, and what to expect. We’ve made a few improvements to them so you can get the most out of every document created. Let’s check what to expect!
Pinnacle AiBesides allowing you to set expectations and limits for your customers, Documents and Contracts give a professional feel to how you collect information. However, to save you the nuisance of having to check individual documents to access the information we’ve added the option to directly link text and date custom values in Documents and Contracts.
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