Documents
Your documents, next to the work they belong to.
One place for your business files, linked to customers, projects and invoices, with templates and signing built in.
Documents is part of every Mavecy workspace. Storage allowances follow your subscription.
The problem
Contracts in email, signed PDFs on someone's laptop and templates in old Word files are hard to find when you need them.
How Mavecy helps
Upload files to the record they belong to, create documents from templates with your letterhead, share a link and collect signatures with a signing certificate.
What you get
- Files linked to customers, projects and invoices
- Templates with your logo and letterhead
- Smart Documents: forms people fill in and sign online
- Document requests: ask a customer to upload what you need, with reminders
- A signing certificate for every signed document
- Expiry dates and reminders for documents that run out
Who it is for: Every business that sends contracts, proposals or policies.
Works well with
Smart Documents
Write the document in Mavecy or upload your own PDF, add fields where the answers and signatures go, and send a private link. When everyone has signed, the finished PDF is filed on the customer, deal or project, locked, with a signing certificate.
Learn moreQuotes and invoicing
Branded quotes and invoices in rands, with a link your client opens on their phone to accept or pay.
Learn moreProjects
Boards, lists and tasks your team actually uses, with clients able to follow along when you invite them.
Learn more
Your business, all together.
Start with the modules you need today and add more as you grow. Mavi helps you set up in minutes.