Customize Invoice Layouts

Customize Invoice Layouts

Customize Invoice LayoutsPinnacle Ai
Published on: 10/10/2025

Your invoices are more than just simple payment slips; they serve as a touchpoint with your customers that can leave a lasting impression of your brand. So, we’ve added the option to customize them, helping you create an invoice that builds credibility, reinforces your brand, and makes a stronger impression. Let’s learn how!

System Updates
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
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
Send Documents & Contracts via SMS

Send Documents & Contracts via SMS

Send Documents & Contracts via SMSPinnacle Ai
Published on: 17/09/2025

Effective 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!

System Updates
Decline Document Options

Decline Document Options

Decline Document OptionsPinnacle Ai
Published on: 09/09/2025

Documents 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!

System Updates
Coupon Codes in Calendars

Coupon Codes in Calendars

Coupon Codes in CalendarsPinnacle Ai
Published on: 08/09/2025

Offering discounts can help you run promotions, reward loyal customers, and attract new customers. So why not add them to your calendars and give your appointments a boost? If you’re interested in adding coupons to your calendars, come check this feature out!

System Updates
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