Preview and CC Email Ability in Documents & Contracts

Preview and CC Email Ability in Documents & Contracts

system update
January 11, 2025•1 min read

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.

  • ⭐️Why Is This Feature Beneficial To Your Company?

  • Enhanced Teamwork: Keep everyone in the loop by CC’ing them on document emails, ensuring everyone stays informed and all stakeholders can collaborate.

  • Improved Customization: Easily edit email templates by using the preview element to tailor them to your liking putting your brand’s voice front and center.

  • Increased Efficiency: Minimize errors from the beginning by leveraging the updates to troubleshoot and verify the information with your team.

⭐️How To Use Custom Values in Estimates?

  1. Start by navigating to the Settings section of your Documents & Contacts tab.

    1

  2. Enable Configure CC Recipients by toggling it and adding an email address.

    2

  3. Click Preview next to an email template to open the builder.

    3

  4. Modify your template as needed then click Save.

    4

Maximize the functionality of all steps with your Documents & Contracts by leveraging the new opportunities to share information. Keeping all stakeholders informed and reducing the need for inquiries.

paymentsdocuments and contractssettingsdocumentscontracts
Melodies Business Solutions, co-founded by Melodie Cole and Angela Bryant, empowers businesses with innovative customer relationship management (CRM) solutions tailored to enhance client engagement and streamline operations. The company’s all-in-one platform integrates features like automated marketing campaigns, appointment scheduling, and unified communication hub to help businesses achieve excellence. Their core values—integrity, commitment, value-centric service, and support—drive a culture of trust, dedication, and meaningful impact. Melodies Business Solutions is committed to inspiring entrepreneurs by providing them with the tools and support needed to build successful businesses through innovative automation and personalized service.

Melodies Business Solutions

Melodies Business Solutions, co-founded by Melodie Cole and Angela Bryant, empowers businesses with innovative customer relationship management (CRM) solutions tailored to enhance client engagement and streamline operations. The company’s all-in-one platform integrates features like automated marketing campaigns, appointment scheduling, and unified communication hub to help businesses achieve excellence. Their core values—integrity, commitment, value-centric service, and support—drive a culture of trust, dedication, and meaningful impact. Melodies Business Solutions is committed to inspiring entrepreneurs by providing them with the tools and support needed to build successful businesses through innovative automation and personalized service.

Back to Blog