With the help of Bitrix24 you will simplify and speed up the paperwork process. Create documents based on agreements, fill them in a template, print them and share them with clients in one click.
NOTE: CRM documentation is only available telegram usa number on commercial plans. Learn more on the pricing page .
Create a document (WEB VERSION)
To create a sales document, follow these steps:
Open a CRM entity form .
Click the Document button in the upper right corner .
Select a document template from the drop-down list or add a new one.
Documents in Bitrix24 CRM
Select Template
NOTE: There are four pre-installed templates for the United Kingdom. Use them to create Invoices, Quotes, Order confirmations, or Packing sheets. Get more templates from our library or upload custom ones.
The PDF preview is automatically generated. Make sure all the data is correct. You can change it by clicking the Edit Document button .
Documents in Bitrix24 CRM
Edit Document
If the file has multiple pages, you can move between them. Zoom in on the document to enlarge the text.
Documents in Bitrix24 CRM
Pages and Zoom
Save and print a document
Click Download and then select PDF or DOCX format to save the document to your computer.
Documents in Bitrix24 CRM
Download Document
You can also print the document.
Documents in Bitrix24 CRM
Print Document
Sending documents to a client
Use one of the options to share sales literature with your customers:
Copy the link to your document and send it to the client. The document can be downloaded in PDF format or printed.
Documents in Bitrix24 Mobile CRM
Open a CRM entity form > tap the + icon in the bottom right corner > select Create document .
Documents in Bitrix24 Mobile CRM
Create Document
To create a document, select the required template from the list.
Documents in Bitrix24 Mobile CRM
New Document
View created documents in CRM entity form
Open a CRM entity form > tap the three dots button > select Documents .
Documents in Bitrix24 Mobile CRM
View Document
Select a document from the list to view it .
Documents in Bitrix24 Mobile CRM
Agreement Documents
Edit a document
Open a document in the CRM entity form . You can read and edit it in preview mode . Tap the pencil icon in the bottom menu, make changes, and then tap Save .
Documents in Bitrix24 Mobile CRM
Edit Document
If you have different companies in your Bitrix24 account, you can choose the one you need from the list.
Documents in Bitrix24 Mobile CRM
My Company
Sending documents to a client
Open a document in the CRM entity form and tap Send. Use one of the available options to share with your customer.
Documents in Bitrix24 Mobile CRM
Send Document
You can also download the document to your phone in DOCX or PDF format or print it.
Documents in Bitrix24 Mobile CRM
Extra Options
If you want to get more information about this subject, you can reach https://globalnet.com.tr .