Client details, ready for the next document.

Save each client’s business and tax details once and reuse them in everything you create afterwards.

What usually happens today

  • The tax details are in an email from eight months ago
  • Every new document starts by copying information from another one
  • Nobody knows how many documents that client has or what they owe

How Pagatu handles it

  1. 1Add the client
  2. 2Organize their details
  3. 3Create the next document or project
Pagatu’s new document wizard: first the type and the client, then the service with AI assistance

What you end up with

One record per client with their details, their documents and their balance, feeding whatever you do with them next.

Features involved

Antes de empezar

Do client details flow into the document on their own?

Yes. They come in as variables, so you never retype them or mistype them again.

Try it with your next client.

Create an account, put together a real document and watch the whole path play out.

Try it free