Want to switch to the electronic signature? That’s inkredible!

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

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E-signature

Dematerialize and speed up the signing of your business documents

Save your staff and customers time, facilitate exchanges and keep track of 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 option of sending the documents of your choice for electronic signature via the YouSign platform, with different levels of certification. It is also possible to use another electronic signature platform if you wish.

Signature automation

Trigger actions when a signature is sent or received

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

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

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Quotes & purchase orders

Make it easy to do business with you

Who hasn’t received a PDF file to sign without a signature field, and found themselves having to print out a document to scan and send back? If you don’t like it, why ask your customers to do it?

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

Employment contracts

Accelerate the recruitment of your future talents

You’ve got to be quick on your feet in the job market. Send your next employees’ employment contracts for electronic signature.

Automation for electronic signature

  • 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 electronic signature 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.

  • 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 electronic signature features

  • Advanced document personalization

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

  • 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.

  • Personal calendar

    Add one-off or recurring activities and tasks to your personal Kafinea calendar and keep control of your schedule.

  • Record follow-up

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

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Unleash your company’s potential now.

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