Documents

Open an accepted quote and choose Continue → Contract. The scope, pricing and client carry over; MeloAI adds your standard terms and a signature block for both… continue reading

Sent documents are locked — your client saw a specific paper and that version stays on record. Choose Revise to issue a new version; the link your client holds… continue reading

MeloDocs ships 32 document types across the job: estimates, quotes, proposals, contracts, change orders, work orders, invoices, receipts and the rest. All of them… continue reading

Any document can be duplicated for a similar job — Documents → ⋯ → Duplicate. For work you quote weekly, save it as a template and MeloAI fills the quantities from… continue reading

Line items hold a description, quantity, unit and rate. Group them into sections — Prep, Materials, Labor — and each section subtotals on the paper. continue reading

Proposals and larger quotes can carry a cover page — your logo, the client, the job in one line. Toggle it under Design → Cover. continue reading

Every save is a version. Open History on any document to read or restore an earlier draft — restoring makes a new version, so nothing is ever lost. continue reading