SYSTEM UPDATES, NEW FEATURES, AND IMPROVED TOOLS

Stay informed with the latest updates and functionalities as they're released.

This site covers new features, software improvements, bug fixes, and important

announcements to help you make the most of our platform and optimize your business processes.

We’re dedicated to keeping you up-to-date and elevating your learning experience.

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Recent Posts? d sjime➡️

SYSTEM UPDATES, NEW FEATURES, AND IMPROVED TOOLS

Stay informed with the latest updates and enhancements to our platform.

This site covers new features, software improvements, bug fixes, and important

announcements to help you make the most of our tools and optimize your business processes.

Keep up with everything you need to know to ensure a seamless experience

and take advantage of new functionalities as they’re released.

We’re dedicated to keeping you up-to-date and elevating your learning experience.

Be sure to bookmark this page - https://get.melodiesbusinesssolutions.com/crmsolutions

and visit often to see how we're continuously working to support your success.

Looking for a particular topic?

Let our library find it for you.

Just type in a word, such as website or

email and it will do the searching for you.

Need to see the most recent updates?

Click on HOME BUTTON and it will take you to the most recent posts.56

Recent Posts? d⬇️

"Assign to Sender" Option in Documents & Contracts

"Assign to Sender" Option in Documents & Contracts

"Assign to Sender" Option in Documents & ContractsMelodies Business Solutions
Published on: 07/03/2025

When dealing with Documents & Contracts, signatures and fillable fields are confirmation that the files were read and the customer agrees to it. But what if you also need the team member who sent it to leave a signature or their initials? This new feature is here to simplify that process.

system update
Upload Multiple PDFs & Page Rearrangement

Upload Multiple PDFs & Page Rearrangement

Upload Multiple PDFs & Page RearrangementMelodies Business Solutions
Published on: 18/02/2025

PDFs and contracts often go together. The ability to merge multiple PDFs into a single document is essential for creating a seamless and clear process when reaching customers and investors. Join us for a brief look at this new feature that makes it possible.

system update
Recurring Invoice Generation After Document Signing

Recurring Invoice Generation After Document Signing

Recurring Invoice Generation After Document SigningMelodies Business Solutions
Published on: 29/01/2025

Documents and invoices go hand in hand, helping you outline conditions and payment structures. For products with recurring payments, this streamlined process is especially useful—automatically directing customers who sign your documents to the corresponding invoice, where they can complete payment and securely add a card for recurring billing.

system update
Preview and CC Email Ability in Documents & Contracts

Preview and CC Email Ability in Documents & Contracts

Preview and CC Email Ability in Documents & ContractsMelodies Business Solutions
Published on: 11/01/2025

Documents and contracts make it easy to communicate information and reach customer agreements. To ensure all elements are perfectly in order and all team members are aware of the details, we’re excited to introduce Preview and CC Email Ability for your Documents & Contracts.

system update