Client Communication and Prospecting

Dynamic PDF Generator

Emails

SMS

Client Communication and Prospecting

Generate dynamic PDF

You can customize and generate dynamic PDFs or emails.

A dynamic document is content automatically generated based on data available in a database or other real-time information sources. It adapts to the specific variables of each context, ensuring personalized and precise outputs.

For example, you can generate sales contracts and send them via email.

All the data contained in the database can be directly called within the documents. You can include information such as:

  • Client names and contact details,
  • Transaction amounts,
  • Images,
  • Details of products or services,
  • Additional data such as the date and time of document generation, or any other parameter defined according to your specific needs.

Documents are generated using Symfony technology: Twig. This powerful technology not only allows you to customize your outputs with dynamic variables and conditions but also to program complex features using Twig's internal functions. This includes:

  • Adding conditional formats (e.g., showing a discount only if applicable),
  • Automatic calculations,
  • Advanced formatting (adding tables, conditional sections, etc.),
  • Integrating additional data like date, time, or other predefined parameters.

With this approach, you have the flexibility to produce documents that perfectly meet your operational needs while maintaining your visual and functional standards.

Exclusive Features

We have added the ability to write numbers in words. This enhances readability and provides an additional option to customize your documents, especially in contexts that require a formal or legal presentation of amounts.

 This function can be called using: {{ bill.ttc|asletter }}

Example: ***2,510.20*** € In words: ***TWO THOUSAND FIVE HUNDRED TEN EUROS AND TWENTY CENTS***

TWIG is active. Example code:
{% if customer.company %} Company: {{customer.company}} {% endif %}


To insert data, copy the lines in red.

  • System:
    • Current date in FR format (08/07/2025): {{sys.day}}
    • Current date + 1 year: {{sys.day_1|asletter}}
    • Date in words (08 September 2025): {{sys.day|asletter}}
    • Time in H:M format: {{sys.time}}
    • Current year: {{sys.year}}
    • Current year + 1 year: {{sys.year_1}}
    • Current year + 2 years: {{sys.year_2}}
    • Current year + 3 years: {{sys.year_3}}
  • Client data:
    • Company: {{customer.company}}
    • Title: {{customer.civility}}
    • Last name: {{customer.surname}}
    • First name: {{customer.firstname}}
    • Title + Full name: {{customer.fullname}}
    • Address: {{customer.address}}
    • Postal code: {{customer.zip}}
    • City: {{customer.city}}
    • Full address: {{customer.fullnameaddress}}
    • Phone 1: {{customer.tel}}
    • Phone 2: {{customer.phone}}
    • Email: {{customer.email}}
    • Accounting code: {{customer.compte}}
    • VAT Number: {{customer.tva_intra}}
    • Business registration number: {{customer.siret}}
  • Additional client properties
  • Vendor data
  • Invoice data
  • Prospection data
Exclusive Features for Invoice Lines

You can add a tag to your product description: {{month-1/year}}, {{month/year}}, or {{year}}. For example, "IT Maintenance {{month/year}}" will display "IT Maintenance February 2025".
Perfect for subscription invoicing!

With this approach, you have the flexibility to produce documents that perfectly meet your operational needs while maintaining your visual and functional standards.


E-Mail and Mailing

Businesses must meet the ever-increasing expectations of their customers. Customer relationship refers to the way a company interacts with its customers to satisfy them.

The foundation is to enhance your brand image through the quality of the documents you send.

As professionals, it is our responsibility to ensure the quality of the emails you send to your clients. Ultimately, the effectiveness of email as a communication channel largely depends on the recipient's experience in their inbox. With the significant volume of unsolicited emails, competition is tougher...

  • On Administralis, you can customize your emails to match your brand.
    • Integrate PDFs as personalized attachments with your letterhead.
      • Include your client data.
        • Attach PDFs generated with client-specific data, such as contracts.
          • Include the client portal link.

            Newsletter or prospecting emails are sent individually between 7 AM and 8 PM at a rate of 900 emails per day.


Authenticated Server

Is the server authenticated? : Yes

What do SPF and DKIM mean?

You may have already received emails that appeared to come from your bank, a credit card company, or even your own address, but were actually fraudulent. Spammers can spoof the sender's address to send such messages. This is where SPF (Sender Policy Framework) comes into play. SPF is a validation system that allows email services like Gmail, Yahoo, etc., to verify if a received message was sent from an authorized server.

DKIM, which stands for "DomainKeys Identified Mail," is an authentication and encryption method widely used by many service providers to verify the legitimate origin of messages and prevent identity spoofing by spammers.

DKIM works by adding a domain-specific signature to the header of each sent message. This signature is generated using a private key unique to your domain. The corresponding public key is then added to your domain via a DNS record.

When a receiving server gets your message, it checks the public key to determine if your private key was used to generate the message's signature. If the private key was not used, the message is then considered a phishing or spam attempt, enhancing security by distinguishing legitimate communications from potential frauds.

What is DMARC and how does it work?

DMARC, which stands for "Domain-based Message Authentication, Reporting, and Conformance," is an email authentication protocol designed to strengthen email communication security by preventing identity spoofing and phishing attacks. DMARC works in conjunction with two other authentication technologies: SPF (Sender Policy Framework) and DKIM (DomainKeys Identified Mail).

By integrating these three mechanisms, DMARC provides a holistic approach to validate the authenticity of emails.

SPF verifies whether a message originates from an authorized server, DKIM ensures content integrity by adding a digital signature, and DMARC establishes specific policies to instruct the recipient on how to handle messages that fail these authentication mechanisms.

By adopting DMARC, organizations enhance their ability to identify and block fraudulent emails, improving recipient trust and reducing risks associated with phishing and identity spoofing.


Suppliers

Import invoices and catalogs, prepare orders, and centralize operations efficiently.

Customers

Search, filter, and manage your clients in compliance with CNIL and GDPR standards.

Prospection

Track leads and pipelines. Launch personalized email campaigns and synchronize appointments.