01
Decide proposals
Customers can review and accept proposals with a traceable acceptance record.
Secure customer workspaces
A controlled customer workspace instead of scattered approvals and files.
Customers only see released proposals, projects, invoices, and documents. Acceptances, comments, downloads, and payment paths remain attached to the correct tenant and record.
02
Follow projects
Released project information, comments, and documents keep collaboration on the record.
03
Resolve invoices
Invoices, authorised downloads, and configured payment paths are available centrally.
Workflow
From secure access to a recorded customer action.
- 01Invite tenant-scoped portal access
- 02Release the intended content
- 03Accept, comment, download, or pay
- 04Record the action and access trail
Good fit
For secure customer collaboration.
- Proposals, projects, invoices, and documents
- Role- and tenant-controlled access
- Short-lived authorised document downloads
- Portal accounts separated from internal team roles
Before and with 42suite
Replace handoff gaps with one traceable process.
Instead of maintaining customer, project, time, and billing data in separate tools, each step continues from the information already captured.
Before
- Customer context is copied between CRM, documents, and project tools.
- Effort and open work are reconstructed for billing.
- Ownership becomes unclear at every team handoff.
With 42suite
- Customers, orders, projects, time, and invoices remain connected.
- Roles and responsibilities follow the agreed workflow.
- A guided implementation defines data, migration, and launch.
Implementation
Configured around your real workflows.
We agree goals, data sources, migration scope, roles, and core workflows before launch.
Pricing logic
One complete package instead of artificial tiers.
Pricing is based on named users and contract term. Software, implementation, migration, and support are itemized in your proposal.
Trust
Hosted in Germany with controlled access.
Roles, permissions, private documents, and two-factor authentication support responsible day-to-day use.
Related workflows
Continue through the complete agency workflow.
Explore the next step in the workflow or see how 42suite connects the complete path from lead to payment.
Frequently asked questions
What matters before a personal demo.
How do we get started?
After email confirmation, your 14-day demo is created automatically with sample data. A personal introduction is optional. You then decide whether 42suite fits your company.
How much does 42suite cost?
There is one complete package rather than several pricing tiers. Pricing depends on the number of people with their own login and the agreed contract term. You receive an individual proposal.
Is there a demo?
Yes. You can start your 14-day demo with synthetic sample data and test all of 42suite.
Can existing data be migrated?
Yes. Before setup, we agree on the scope and approach based on your current systems and available data.
Personal introduction