The Pinnacle Perspective: Pinnacle AI CRM Updates

Automatically Generate PDF Documents for New Submissions

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In 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.ai

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SPEAKER_00

Welcome back to the Pinnacle Perspective, the podcast where we cover the latest updates inside Pinnacle AI CRM to help you work smarter across your leads, websites, automation, pipelines, and sales. Today's update is all about making submissions easier to save, share, and revisit. Capturing responses from forms, surveys, and quizzes is already valuable. But now Pinnacle AI CRM can automatically turn every new submission into a stored PDF document. The new setting is called Generate Submission Document, and once it's enabled, each new form, survey, or quiz submission will automatically create a PDF copy that's saved for you. Here's how it works in simple terms. Inside Pinnacle AI CRM, go to the Sites section and open the Forms, Surveys, or Quizzes area. From there, head into the Settings tab, turn on Generate Submission Document, and save your changes. That's it. From that point forward, every new submission will generate and store a PDF automatically. You'll be able to access the document anytime from the Contacts Documents section, and it can also be used across supported CRM workflows. So why is this useful? First, it gives your business better record keeping. A PDF creates a fixed copy of the submitted data, even if the live online form is later updated or deleted. That means you have a reliable trail of what was submitted at the time. Second, it makes sharing much simpler. Instead of giving someone access to back end data or raw entry tables, you can share the exported document. It's cleaner, easier to review, and consistent across devices. And third, it helps when you're managing multiple submissions, especially for graded content or situations where you need to compare specific response sets. Whether you're evaluating candidates, leads, or learners, having each submission saved as its own document can reduce confusion and make review easier. This is a small setting with a big impact for teams that rely on forms, surveys, and quizzes in Pinnacle AI CRM. Turn on generate submission document and your future submissions will be ready as PDFs whenever you need them. Thanks for listening to the Pinnacle Perspective. We'll be back soon with more updates to help you get even more out of Pinnacle AI CRM.