Integrations

MeloDocs writes the document. These connect it to wherever the rest of the job already lives — your books, your payments and your calendar.

27 INTEGRATIONS

MeloSuite

The rest of the suite is already connected. Nothing to authorize, nothing to sync — one account, one set of records.

MeloBidsMeloBidsWin the job, then write the paperwork for it. An accepted bid arrives as a priced quote.BUILT INMeloScanMeloScanPhotos, plan sets and marked-up drawings become measurements the document can price.BUILT INMeloBooksMeloBooksInvoices, deposits and tax land in the books as they are sent, already reconciled.BUILT INMeloPayMeloPayDeposit and balance collected on the document, with the remainder netted off the invoice.BUILT INMeloJobsMeloJobsSchedule the crew off the signed quote, and carry change orders through to the job.BUILT INMeloAIMeloAIThe four models that read, write and price everything above, working from one profile.BUILT IN

Build your own

Everything the product does is headed for the API, in stages. Lead intake endpoints are live today; documents and webhooks are next.

MeloDocs APIAPIREST, keyed per workspace. Lead intake is live today; creating, pricing and sending documents comes next.EARLY ACCESSWebhooksWHdocument.viewed, document.signed, payment.succeeded — signed events for every state, as they happen.COMING SOONZapierZNo-code recipes — a signed quote to your CRM, a paid invoice to your spreadsheet.COMING SOON

Accounting

On the roadmap — invoices, deposits and credits posting as they are sent, with tax carried across per line. Requesting one moves it up.

QuickBooks OnlineQBInvoices, deposits and payments posting to the customer and item records you already keep.PLANNEDXeroXInvoices and credit notes across, payment status back onto the document.PLANNEDFreshBooksFBBuilt for one person. Every document you send landing as an invoice in the right client.PLANNEDWaveWFree books, connected. Payments reconciling against the invoice they belong to.PLANNED

Payments

Deposits and balances already collect on the document through MeloPay. On the roadmap: alternative processors for businesses that keep one.

SquareSqTap to pay in the field, matched to the job and the document it settles.PLANNEDPayPalPPPayPal and Venmo on anything you send, with the balance updated on receipt.PLANNED

CRM

On the roadmap — quote here, schedule and track there, with the job record current on both sides.

JobberJClients, jobs and visits moving both ways. An accepted quote becoming a scheduled job.PLANNEDHousecall ProHPApproved work to the dispatch board, job status back to the document.PLANNEDServiceTitanSTEstimates and change orders attached to the job record with pricing and terms intact.PLANNEDHubSpotHEvery document logged on the deal, the stage moving when the client signs.PLANNEDSalesforceSFOpportunities and contacts in step with what you have quoted and closed.PLANNED

Files, mail and calendar

On the roadmap — plans in, signed paperwork out, filed where you would have filed it yourself.

Google DriveGDSigned documents saved to the client folder, named the way you name them.PLANNEDDropboxDBA plan set pulled straight from a shared folder, the finished document written back.PLANNEDGmailGMSending from your own address, keeping the whole thread where you already read it.PLANNEDOutlookOLMicrosoft 365 mail and contacts, each document tracked from the sent item.PLANNEDGoogle CalendarGCSite visits, start dates and install windows written from the accepted quote.PLANNED

Signature

Signing and paying already happen in one MeloDocs link. On the roadmap: routing through the e-sign tools larger clients require.

DocuSignDSA contract routed for signature, the completed envelope filed against the job.PLANNEDDropbox SignDXLightweight signing for quotes and change orders, with the audit trail kept.PLANNED

Questions

They are already connected. One account, one set of records, nothing to authorize.

Connect one, then forget it.

Start with the suite that is already wired together, and tell us which connector your business needs next.

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