No more
“can you send that again?”
Your customers sign in themselves and see their invoices, quotes, shared documents and appointments — under your logo, any time. They can accept and sign quotes right there. Access only comes into existence through your invitation, and one click takes it away again.
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.
Sign quotes
Accept and sign legally binding, right in the portal — the same flow as 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 and documents available any time — under your logo. Sign quotes 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, documents, appointments, mailbox
- Accept and sign quotes
- 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, documents, appointments, mailbox
- Accept and sign quotes
- 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
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.