Help Center
Everything you need to know, all in one place.
Basics
Set up your account, load your rates and send your first document.
Documents
Quotes, proposals, contracts, orders and invoices — creating, editing, sending.
Payments
Deposits, card payments, payouts and what your client sees.
Account
Your plan, your bill from us, and account settings.
Team
Seats, roles and working on documents together.
Integrations
Connect MeloDocs to QuickBooks, your calendar and the rest of your stack.
Signatures
E-signatures, what makes them binding, and the signing link your client gets.
Security
How your data, documents and payments are protected.