Description
Bagisto SaaS Customer Document Manager helps online stores share private files with selected customers. Stores can send invoices, contracts, warranties, and other important files.
Store admins can upload a document from the admin panel and share it with a specific customer. This makes sure each customer gets the right file. Customers get a Documents section in their account dashboard. They can view shared files and download them whenever they need them.
This extension is built for multi-company eCommerce Bagisto stores. Each tenant can access documents linked to their own store and customers. Other tenants cannot view these records.
Store admins can view uploaded documents from their panel, and they can start sharing documents without any complex setup or technical knowledge. This extension is useful for stores that share files after an order or customer request. It gives stores a private place to share and manage customer documents.
Additionally, to let customers choose their preferred delivery day and time during checkout, check out Laravel eCommerce SaaS Delivery Time Slots.
Highlighted Features
Private Document Sharing
Share customer specific files with the intended account while keeping document access private.
Tenant Data Isolation
Keep document records separate for each SaaS tenant, merchant, and assigned customer.
Dedicated Documents Section
Give customers a separate dashboard section to find files shared by their store.
Secure File Downloads
Allow logged in customers to access and download their documents from their account.
Document History
View a complete list of uploaded customer documents directly from the store admin panel.
Full File Control
Download files for reference or delete them to revoke customer access when required.
Automatic Data Cleanup
Remove associated document records when a SaaS tenant store account is deleted.
Multilingual Support
Use the document sharing interface across 19 supported languages for global stores.
Why Do We Need Bagisto SaaS Customer Document Manager?
Bagisto SaaS Customer Document Manager helps store owners securely share invoices, contracts, warranties, and other private files with customers. Default eCommerce systems may not have a separate area for customer documents. Store teams may use email or other file sharing tools to send important files.
This can make documents hard to find and manage. In SaaS stores, files also need to stay separate for each tenant and their customers. This plugin provides a clear document sharing system. Admins can upload and manage files, while users can securely download them from their dashboard.
Apart from this, to convert your store into a multi-tenant B2B marketplace with supplier microsites, check out Laravel eCommerce SaaS B2B Marketplace.
Use Cases
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Share Custom Invoices
Stores can upload customer specific invoices and share them directly with the related customer through their account dashboard.
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Deliver Warranty Documents
Electronics and appliance stores can share warranty files with customers, giving them a private place to access the documents later.
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Send Customer Contracts
Service based stores can share contracts with selected customers instead of sending private documents through separate file sharing tools.
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Provide Product Catalogues
B2B stores can upload catalogues for selected customers and give them direct access to download the shared files from their account.
Control Customer Document Uploads
Multi-Tenant File Sharing lets store admins control document sharing and choose allowed file types based on each SaaS store's needs.
- Enable or disable customer document sharing.
- Set the maximum allowed upload file size.
- Add permitted document file extensions.
- Support PDF, CSV, XLS, and DOC file types.
- Manage document settings from the admin panel.
Create Customer Documents
Bagisto Secure File Sharing lets admins create documents with names, types, status, descriptions, and download limits to manage files and customer downloads.
- Add a name for each customer document.
- Define the document type for clear records.
- Enable or disable the document status.
- Add a description for document details.
- Set the allowed number of document downloads.
- Save document details from the admin panel.
View and Manage Documents
Bagisto SaaS Private Customer Documents lets admins view document IDs, names, status, and descriptions in one list to review and find files before sharing.
- View all created documents in one list.
- Check document ID and name.
- View active document status.
- Review document descriptions.
- Create new documents from the document page.
Customer Document Access
Customers can find shared documents by type, view file details and creation dates, and download required files directly from the Documents section in their account.
- View shared documents from the customer account.
- Browse documents by available document type.
- Check document names and short descriptions.
- View the date each document was created.
- Download shared documents from the Actions column.
Assign Documents to Customers
Bagisto SaaS Document Sharing lets admins review document IDs, names, types, status, and descriptions to find active files for customer sharing.
- View available documents in one list.
- Check document status before selection.
- Review document names and descriptions.
- Identify files by document type.
- Manage documents for selected customers.
Support
For any query or issue, please create a support ticket here http://webkul.uvdesk.com/. You may also check our all Bagisto Extensions.