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Service IT / Bitrix24

Custom Bitrix24 print forms and document automation

We create document templates that take data from Bitrix24 CRM and generate correct offers, invoices, contracts, acts and internal forms without manual copy-paste.

Discuss document automation
CRMTemplatePDF/DOCXApproval

What can be automated

  • Commercial offers and quotations
  • Invoices and payment documents
  • Contracts and annexes
  • Completion acts and service reports
  • Waybills and delivery documents
  • Internal approval forms
  • Documents with QR codes, signatures, stamps and custom fields

How the automation works

The template is connected to Bitrix24 CRM fields. When a manager opens a deal, the document can be generated with the correct company, contact, products, prices, discounts, dates, responsible manager, legal details and custom business fields.

What we need to start

  • One or several current document examples
  • List of Bitrix24 entities and fields used in the process
  • Rules for products, taxes, discounts, signatures and approvals
  • Required output format: PDF, DOCX or another supported format
  • Language variants if the document must be generated in several languages

Send us a sample document and a short description of your Bitrix24 process. We will prepare a practical implementation plan.

Discuss document automation