Hunting for where the quote, contract or report went is the quiet daily time sink. The document module keeps them inside the record they belong to.
Documents open and edit inside Bitrix24, and can also be worked on in Google Docs, Office 365 or desktop applications. Wherever the editing happens, the version stays in Bitrix24.
On the drive side, folder structure, sharing and access permissions are managed. External sharing can be done with time-limited links.
Quotes and contracts are not rewritten each time. The corporate template is defined once and the document fills automatically from CRM data.
Customer name, line items, amounts and terms come from the record, which removes the errors that come from filling them in by hand.
The biggest friction in signing sits with the other party: downloading an app, creating an account, using a signature device. Bitrix24 Sign removes that; they click a link and sign.
When the document was sent, opened and signed is written to the record, and the process can be automated with a workflow.
Created and co-edited in the browser.
Folder structure, permissions and time-limited external links.
Quotes and contracts filled from CRM data.
E-signature with nothing to install on the other side.
Company knowledge kept searchable.
A permissioned shared space for external parties.
How would this work in your process?
In a free 30-minute call we listen to your workflow and map out how this would run in your company.
The modules we most often roll out alongside this one; they reinforce each other in the same setup.
When files live on desktops, in email threads and in personal cloud accounts, nobody knows which version is current. We put your entire document structure on one drive with clear permissions.
A decision that's already been made shouldn't wait days on couriers and wet ink. With Bitrix24 Sign you send the document from the CRM and the signed copy comes back to the same record.
Preparing a quote should not start with hunting for the right Word file. We build quote templates that pull straight from deal data, then turn approval and follow-up into a process.
People come and go; knowledge should stay with the company. We structure your work instructions, checklists and manuals in the Bitrix24 knowledge base and make them genuinely searchable.
CRM is the most used module in Bitrix24 and where most implementations start. Every touch with a customer collects on the same record; who called, what was said, which quote went out.
The task module works without the CRM, but its real value shows when they are connected: a task opens straight from a deal, with nothing copied between two systems.
Whichever channel a customer writes from, the message lands on the same screen and on the same customer record. Agents do not switch apps to switch channels.
Bitrix24 Sign is an electronic signature solution that records who signed a document and when. Document types requiring a qualified electronic signature need separate infrastructure. Which applies to which document should be assessed with your legal adviser.
Yes. We convert your Word or PDF templates into Bitrix24 document templates, keeping branding, terms and signature blocks. The document then fills from CRM data.
On the cloud edition, in Bitrix24's EU data centres. Storage varies by plan: 5 GB on the free plan, 1 TB on Professional. On-premise keeps files on your own servers.
Yes. Bitrix24 Drive connects to those services and documents can be opened and edited in them. We decide during setup where the master copy of each file lives.
Book a free intro call and we'll walk through your process and show which settings fit you.
