Every customer automatically gets a folder — quotes, invoices, contracts and records land in it by themselves. You find any file across all folders, share it by link or put it into the customer portal. And in uploaded PDFs we spot dates and the sender right away.
You don't sort anything. What is created in Magsaro lands with the right customer by itself — locked, so nothing gets lost.
Every finalised quote, invoice and reminder as a PDF in the customer's folder.
The confirmed contract with signature and proof — under Customers ▸ Name ▸ Contracts.
Completed records with photos and signatures, as soon as you share them or put them into the portal.
Through the upload link your customer sends papers without an account — they land straight in their folder.
One search across all folders at once. Type the customer — person or company —, the type of document or a word from the title.
Upload a PDF — a maintenance contract, an appointment confirmation, a letter — and we spot dates, deadlines and the sender. You tick what should be taken over.
Date, time, periods and calendar weeks — in tables and longer sentences too.
Company, email and website of the sender — created as a new customer or supplier, with the document linked right away.
Nothing happens without asking: you adjust title, date and time before taking it over.
Read right here with us — the PDF doesn't leave Magsaro for it.
Instead of attaching files to emails, send a private link — or put the document into the customer portal, where your customer finds everything on their own.
In the contact you see documents, invoices, contracts, records and duties — everywhere with the same buttons: preview, share, customer portal, download.
A fixed link per customer: they upload photos and papers without an account — protected if you like.
Folders only certain roles in your team can see — such as HR or accounting.
PDFs and images open right in the preview — download only if you want to.
Website, branding and your business tools all work together — one cockpit, instead of piecing together ten tools.