Electronic Signature

Want to switch to electronic signature ? It remains ink us.

Time is wasted and errors are made when documents are sent for manual signature. Not with Kafinea.

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E-signature

Digitize and accelerate the signing of your business documents

Save time for your employees and clients, facilitate your exchanges, and track who signed what and when.

The electronic signature on Kafinea is recognized by the eIDAS regulation. The integration offered as part of a Kafinea package includes the ability to send documents of your choice for electronic signature via the YouSign platform with different certification levels. It is also possible to use another electronic signature platform if you wish.

Signature Automation

Trigger actions when sending or receiving a signature

Set up notifications to remind your contacts to sign a document. No need to think about it: Kafinea follows up for you.

Trigger a series of actions as soon as an electronic signature is received, such as sending an email, an SMS, updating a field on one of the system records, sending a webhook, and much more.

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Quotes & Purchase Orders

Facilitate business with your clients

Who has never received a PDF file to sign without a signature field and found themselves forced to print a document to scan and send it back? You don’t like it, so why ask your clients to do it?

Your clients receive a notification inviting them to sign a document via an e-signature platform. With one click, the quote or purchase order you sent them is signed. A satisfied client is a returning client.

Employment Contracts

Accelerate the recruitment of your future talent

You need to act quickly in the job market. Send the employment contracts of your future employees for electronic signature.

Automation in the service of electronic signature

  • AI Assistant for Text Fields

    Automatically summarize, expand, rephrase, or correct your textual content to gain precision and fluidity.

  • AI Prompt

    Use AI in Kafinea workflows to understand a situation and automate actions.

  • AI-powered advanced search

    Benefit from intelligent search that goes beyond semantics, understands the meaning of your queries, and provides relevant results.

  • AI-Powered Automations

    Integrate AI prompts into your workflows to automate calculations, analyses, and decision-making based on your ERP data.

  • Autonomous AI Agents

    Entrust complex missions to intelligent agents who break down tasks, execute them in the necessary order, and continuously adapt their actions.

  • Customizable workflows

    Create your workflows to automate record creation, field updates, email sending, and much more.

  • Electronic signature

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

  • Interactive AI Chatbot

    Ask questions about the data you have access to and receive instant answers, in text, tabular, or graphical format.

  • MCP Server for External AI

    Connect external artificial intelligence to Kafinea to enhance your automated processes and expand your capabilities.

  • 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

    Configure periodic email delivery of a report in table or chart format.

  • Webhooks

    Send data to other platforms regarding an event that has just occurred.

Advanced electronic signature features

  • Advanced per-user access rights

    Choose which actions are allowed or which information is visible for each user, down to the field level.

  • Comments with Attachments

    Share information and documents between collaborators via the Comments block in Kafinea records.

  • Customizable fields

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

  • Dynamic and Customizable Email Templates

    Easily create your own dynamic email templates using shortcodes.

  • Dynamic and customizable PDF templates

    Design as many dynamic PDF templates as desired using shortcodes.

  • Filtering records by tag

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

  • Relational tabs

    Switch from one record to another related record in one click via relational tabs.

  • Reports and Charts

    Visualize real-time key information from your chosen module via tabular and graphical reports.

Basic electronic signature features

  • 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 that you require on a regular basis.

  • Personal Calendar

    Add one-time or recurring activities and tasks to your Kafinea calendar and manage your schedule.

  • Record Tracking

    Be notified of updates to a record you follow, resulting from an action by a colleague or an automation.

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