No more
“can you send that again?”
Your customers sign in on their own and see their invoices, quotes, contracts, released documents and appointments — under your logo, any time. They confirm quotes and contracts right there. Access only exists through your invitation and is gone again with one click.
Customer portal
Never resend anything again
Invoices and quotes sit ready as PDFs — what is still outstanding is right at the top, without anyone having to ask.
Confirm quotes & contracts
Accept and sign quotes, confirm contracts with a checkbox — right in the portal, with the same proof as via the share link.
Access by invitation only
Off by default. You invite from the contact, your customer confirms their address — a typo never delivers someone else’s documents.
Your logo, not ours
Legal name, address and logo sit on top. With several companies, each appears as its own sender.
Invite from the contact
One click on “Customer portal” — your customer gets an email from you.
They confirm and choose a password
From then on they sign in any time with email and password.
They help themselves
View and download documents, sign quotes, upload paperwork.
Your customers view their own documents — under your logo
Invoices, quotes, contracts and documents available any time — under your logo. Confirm quotes and contracts right there. Access only by your invitation, revoking takes effect immediately.
Access by invitation only
Off by default. You invite from the contact, your customer confirms their address — a typo never delivers someone else’s documents.
- Invoices, quotes, contracts, documents, appointments, mailbox
- Accept and sign quotes, confirm contracts
- Sign in with email and password, sign-in link as the way back
Never resend anything again
Invoices and quotes sit ready as PDFs — what is still outstanding is right at the top, without anyone having to ask.
- Access by invitation only — revoking takes effect immediately
- Company logo and address instead of our brand
- If your customer buys from several Magsaro businesses, they see everything in one list — no business learns about the other
Everything included
- Invoices, quotes, contracts, documents, appointments, mailbox
- Accept and sign quotes, confirm contracts
- Sign in with email and password, sign-in link as the way back
- Access by invitation only — revoking takes effect immediately
- Company logo and address instead of our brand
- If your customer buys from several Magsaro businesses, they see everything in one list — no business learns about the other
- See duties that are due and upload proof right away
Customer portal is just one tool among many
Website, branding and your business tools all work together — one cockpit, instead of piecing together ten tools.