Professional documents are like teenagers: they have to learn to manage themselves.

Duplicating Word templates and editing them manually is very time-consuming and multiplies the risk of human error. Not with Kafinea.

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Customizable templates

Create as many templates as you fancy

Customize your PDF and email templates with Kafinea low and no-code template editor. Create documents that reflect your corporate identity.

You can create as many templates as you like for the same file or email type. Generating quotes, invoices, pay slips and more has never been so easy.

Advanced electronic document management

Organize and find your documents easily

The great strength of Kafinea EDM lies in the interoperability of its modules. A document can be connected simultaneously to a customer account, an invoice, a project and any other entity in the software. One-click access to your documents from any module.

Create your own archiving method with a cross-tagging system to group together different file types that relate to the same theme.

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Easy shipping

Send files directly from the software

Save considerable time by creating and sending your files by e-mail via a single platform. Thanks to the Contacts module, you can choose one or more people within a customer account to whom to send your documents.

Thanks to Kafinea’s powerful automation capabilities, your files can be sent automatically, either periodically or on activation of a trigger defined by you.

Workflow-assisted document management

Automate your archiving

Set up workflows to archive or delete documents after a certain period of time. Assign tags automatically according to the type of document uploaded.

Automation for document management

  • Customizable workflows

    Create your own workflows to automate the creation of a form, the updating of a field, the sending of an email and much more.

  • Electronic signature

    Send your documents for electronic signature directly from Kafinea and trigger actions as soon as the signature is received.

  • Reminder notifications

    Customize your reminders (pop-up window, email or SMS) and their triggers.

  • REST API

    Synchronize data in real time between the platform of your choice and your Kafinea instance.

  • Scheduled reports

    Set up the periodic emailing of a spreadsheet or graphic report.

  • Webhooks

    Send data to other platforms about an event that has just taken place.

Advanced document management features

  • Advanced access rights management

    Choose which actions are doable or which information is visible to a group of users, down to each field.

  • Comments and attachments

    Share information and documents with colleagues via the Comments block on Kafinea records.

  • Customizable fields

    Add your own input fields, picklists, date selectors, URLs, etc.

  • Dynamic email templates

    Create your own dynamic email templates easily using shortcodes.

  • Dynamic PDF templates

    Design as many dynamic PDF templates as you like using shortcodes.

  • Picklists dependency

    Create a relationship between two picklists so that the choices available in one dynamically adapt to the choice made in the other.

  • Relational tabs

    Switch from one record to another linked record with a single click via relational tabs.

  • Reports and charts

    View key information on the module of your choice in real time via spreadsheets and graphical reports.

  • Tag filtering

    Group different records together under the same tag to find them easily in one place, even if they belong to different modules.

Basic document management features

  • Adding images to files

    Illustrate your Kafinea records with an image.

  • Advanced document personalization

    Customize your sales documents with your corporate colors thanks to Kafinea’s low-code PDF designer.

  • CSV import

    Import data via a CSV file by mapping columns in the original file to Kafinea fields.

  • Customizable blocks

    Divide your forms into accordion blocks to group your fields.

  • Customizable dashboards

    Create your own individual dashboards and easily find the information that matters to you.

  • Dynamic widgets

    Create your own widgets on your dashboards and visualize your data more easily.

  • Filtered views

    Create data lists with filtered views you need on a regular basis and save time.

  • Link to opportunities

    Link the documents you issue to a specific commercial opportunity.

  • Manual creation

    Generate simple, clear and professional documents in just a few clicks.

  • Record follow-up

    Be notified when a record you are monitoring is updated by one of your colleagues.

  • Records duplication

    Duplicate any record in one click.

Related pages

Unleash your company’s potential now.

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