Add Photos to Estimates

Add Photos to Estimates

Add Photos to EstimatesPinnacle Ai
Published on: 06/10/2025

Images help your product storytelling and customer retention more than any paragraph can, giving customers a tangible idea of what they will be getting once they purchase the product or service. So, we’ve added the option to include images in your Estimates to help you leverage that power. Come check it out.

System Updates
Channel Selection in Send Invoice/Estimate Actions

Channel Selection in Send Invoice/Estimate Actions

Channel Selection in Send Invoice/Estimate ActionsPinnacle Ai
Published on: 13/08/2025

The channel you send Invoices or Estimates to your customers is equally as important as the timing of them. So, to make the invoice and estimate sending automation process more efficient, we’ve added a channel selector. Let's check it out!

System Updates
Payment Plans for Estimates

Payment Plans for Estimates

Payment Plans for EstimatesPinnacle Ai
Published on: 22/05/2025

Payment plans help you be more flexible with customers while improving your cash flow. And estimates help you create a clear picture of the cost of acquiring your services. So, to make things smoother, we’ve combined both features!

System Updates
Create Draft Estimates using Workflows

Create Draft Estimates using Workflows

Create Draft Estimates using WorkflowsPinnacle Ai
Published on: 01/05/2025

Estimates are an awesome way to move customers along and get them to acquire your services, which can be automated with your Workflows. But what if you need to make last minute changes? We’re glad to introduce that option!

System Updates
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