Automatically Generate PDF Documents for New Submissions

Send us Fan MailIn this episode of The Pinnacle Perspective, we cover the new “Generate submission document” setting inside Pinnacle AI CRM. This update allows businesses to automatically create and store PDF copies of new form, survey, and quiz submissions. Once enabled, each submission is saved as a document that can be accessed from the contact record and used in supported CRM workflows. This helps teams improve recordkeeping, preserve submitted data, and simplify sharing without relying on backend access or raw entry tables. For marketers, agencies, and businesses managing leads, applications, assessments, or client intake, this feature makes submissions easier to review, organize, and reference over time. Learn more about Pinnacle AI CRM at https://getpinnacle.aiSupport the showStay Connected with Pinnacle Perspective:• Email: Reach out at [email protected]• Instagram: Follow us for daily inspiration and automation hacks• Facebook: Engage with entrepreneurs transforming their businesses• LinkedIn: Network with industry leaders and innovators• Twitter: Share your thoughts on our latest episodes• YouTube: Watch episodes and exclusive insights• TikTok: Explore quick tips on productivity and automationPowered by Pinnacle Ai: The leading platform for automating your lead generation, nurturing, and conversion, empowering businesses to work smarter and close deals faster.