Documents
Professional documents are like teenagers: they need to learn to manage themselves.
Duplicating Word templates and editing them manually is very time-consuming and increases the risk of human error. Not with Kafinea.
Customizable templates
Create as many templates as you want
Customize your PDF and email templates with Kafinea’s low-code template editor. Create documents that reflect your brand by incorporating your visual identity.
You can create as many templates as you wish for the same file or email type. Generating quotes, invoices, payslips, and more has never been easier.
Advanced electronic document management
Organize and find your documents easily
The key strength of Kafinea’s EDM comes from the interoperability of its modules. A document can be connected simultaneously to a customer account, an invoice, a project, and any other record in the software. Access your documents in one click from any module.
Create your own archiving method with a cross-tagging system to group different file types related to the same topic.
Simplified sending
Send files directly from the software
Save considerable time by creating and sending your files by email from a single platform. Thanks to the Contacts module, you can choose one or more people within a customer account to send these documents to.
Thanks to Kafinea’s powerful automation capabilities, your files can be sent automatically on a recurring basis or when a trigger you define is activated.
Workflow-assisted document management
Automate your archiving
Set up workflows to archive or delete documents after a certain period of time. Assign tags automatically based on the type of document uploaded.
