Notifications for Invoices, Estimates, and Contracts on the Client Portal

Notifications for Invoices, Estimates, and Contracts on the Client Portal

Notifications for Invoices, Estimates, and Contracts on the Client PortalPinnacle Ai
Published on: 27/05/2025

Your Client Portal helps you centralize the customer experience to a place you have full control over, including Invoices, Estimates, and Contracts. So, managing the notifications you and your customers receive for these events is in your hands. Let’s check it out!

System Updates
Document Viewed Notifications

Document Viewed Notifications

Document Viewed NotificationsPinnacle Ai
Published on: 26/05/2025

Documents & Contracts help create written agreements between you and the recipients. However, it might take time for both parties to complete it fully, so you must be informed of their progress. With this update, you and your team can be notified as soon as a recipient views the document for the first time!

System Updates
Calendar Integration Disconnection Notifications

Calendar Integration Disconnection Notifications

Calendar Integration Disconnection NotificationsPinnacle Ai
Published on: 13/05/2025

Your calendars help you organize your day and keep track of customer interactions. However, if your calendar integrations were to get disconnected, things can get quite muddy. So, we’ve added notifications to ensure clarity!

System Updates
Customizable Email Templates for E-commerce Store Notifications

Customizable Email Templates for E-commerce Store Notifications

Customizable Email Templates for E-commerce Store NotificationsPinnacle Ai
Published on: 30/04/2025

Your e-commerce store represents your business, giving it a distinct vibe and appearance. So, we’re glad to expand this image to your Store Notifications. We’re giving you added control over their look and content, increasing brand coherence. Let’s check it out.

System Updates
Streamlined Notifications Payment Integration

Streamlined Notifications Payment Integration

Streamlined Notifications Payment IntegrationPinnacle Ai
Published on: 08/04/2025

Calendars help you organize your day and dedicate time to customer service. Their notifications and payments ensure they work smoothly and fulfill your business needs. We’ve made a few improvements that aim to simplify your experience.

System Updates
Calendar Email Notifications and Appointment Smart List Improvements

Calendar Email Notifications and Appointment Smart List Improvements

Calendar Email Notifications and Appointment Smart List ImprovementsPinnacle Ai
Published on: 23/01/2025

Email notifications and Appointment calendars help you easily track, plan for, and manage your meetings. However, to achieve more efficiency, we’re glad to introduce a few improvements that will take them to the next level. Meetings promote strong connections, so let’s check out what to expect!

System Updates
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