Features

Get the contract back signed the same day

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.

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At a glance

Send from the CRM in one click
Templates with autofill
Zero setup for the signer
Process automation
Status tracking

THE PROBLEM

A deal waiting on a signature is a deal not closed

Contracts get printed, signed, scanned and re-sent, and the cycle takes days.
Courier costs repeat on every single agreement.
When a client delays signing, nobody follows up and the deal quietly cools.
Signed copies sit in email attachments instead of on the customer record.
There's no single view of which documents are signed and which are still pending.

THE FIX

How we set up your signing process

We prepare the contract and quote templates you use most and map their fields to the CRM. The document is generated in one click, sent for signature, and filed back on the record.

Customer, amount and product fields fill automatically from the CRM record.
The signing link goes out by email, SMS or WhatsApp; no Bitrix24 account needed on the other side.
The client reads and signs in the browser, often within minutes.
The signed document attaches automatically to the related deal and contact.
Workflow automation handles preparation, sending and reminder steps.
If the process stalls, you see exactly which step it's on and can step in.

Bitrix24 Sign: don't leave customers time for second thoughts

When a decision has been made, waiting days for a wet signature is plenty of time to change one's mind.

With Bitrix24 Sign you sign documents online quickly and easily; it is the final nudge you need to close the deal. Going paperless saves time as well as courier and printing costs.

Documents are signed in the browser within minutes
Printing, scanning, and shipping steps disappear entirely
The gap between decision and signature drops from days to minutes
A paperless process removes printing and courier costs

Zero setup for the other party

When you need a signed document back from a customer or contractor, you simply send them a link by email, SMS, or WhatsApp.

They don't have to create a Bitrix24 account, download an app, or install anything. The experience is equally simple on your side and theirs.

The signing link is delivered by email, SMS, or WhatsApp
The other party creates no account and installs no app
The document is read in the browser and signed on the same screen
A simple customer experience raises your signature completion rate

CRM-integrated templates and auto-fill

Bitrix24 Sign is integrated with your CRM, which makes it markedly easier to use. If you need an invoice signed, for example, the fields on that invoice can be filled automatically with data pulled from the related deal.

You create and save templates for the documents you use most, so the same wording is produced with the right data every time.

Document fields are filled automatically from the related deal
Contract, quote, and invoice templates are prepared once and saved
The risk of typos and missing information drops sharply
The signed document stays attached to its deal and contact

Automating the signing process with workflows

We automate document preparation and signing end to end using the business process automation tools.

When a deal reaches a given stage the document is generated and sent for signature, and reminders repeat if there's no response. If the process stalls at a step, you can see exactly where it stopped and step in to fix it.

Stage-based triggers generate the document and request the signature
Automatic reminders plus a task for the rep when there's no response
A stalled step is clearly visible on the process screen
The list of pending signatures can be sent to managers as a regular report

CAPABILITIES

What you get

Send from the CRM in one click

Generate the document from the deal card and send it for signature. No separate system, no retyping the same details.

Templates with autofill

We prepare your contract, quote and invoice templates once. Fields pull from the record, so typos and missing details largely disappear.

Zero setup for the signer

Your client or contractor doesn't register or install anything. They open the link you sent and sign.

Process automation

Deals reaching a given stage trigger the signature request automatically, and reminders repeat if there's no response. If the process stalls at a step, you see exactly where it is waiting and step in.

Status tracking

See which documents were sent, opened and signed in one list. Pending signatures stop slipping through.

Archive tied to the record

The signed copy is stored on the customer record and shared by permission. The contract you need is on the card, not in an inbox.

BEST FIT

Who is this for?

These are the teams we deploy this module with most often. If your scenario is not listed, let's talk it through anyway.

Service and subscription businesses that sign a standard contract on every sale
Sales teams working remotely who don't want to wait on couriers
Companies managing dealer and supplier agreements centrally
HR departments digitizing onboarding paperwork
Project and consulting firms looking to speed up proposal sign-off

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.

Book a free consultation

SETUP

How we roll it out

We handle the setup; you just walk us through your process.

01
We inventory your documents and templates
We list the contracts, quotes, and forms you have signed on a regular basis. We take your existing Word and PDF wording and mark up the variable fields.
02
We map templates to CRM fields
Fields such as customer legal name, amount, product lines, and dates are bound to the matching CRM fields. The document then comes out with the right data in the same format every time.
03
We build the signing flow and reminders
We define at which stage the document is generated, which channel it is sent through, and after how many days a reminder goes out. We also set where the signed copy is filed and which record it returns to.
04
We test it and train the team
We run the process end to end on a sample customer and confirm the output with you. Then we train your sales and legal teams on sending, following up, and archiving.

Works together with

CRM deals and contactsQuote and invoice templatesEmailSMS providersWhatsApp BusinessWorkflow automationDocument management and DriveMobile app

EXPLORE

Related features

The modules we most often roll out alongside this one; they reinforce each other in the same setup.

Mobile App

If a large part of your team is not at a desk, the system has to travel with them. We set up the Bitrix24 mobile app as shared working ground for field staff and everyone supporting them.

Access Management

Access management is more than a password policy: permissions, audit trails and retention are designed together. We map Bitrix24's role-based model onto how your company actually works.

Online Store

The Bitrix24 store is not a separate e-commerce package. It is a sales channel inside the CRM: every item added to a cart becomes a deal, every order becomes a stock movement.

Frequently Asked Questions

Is Bitrix24 Sign legally valid in Turkey?

Bitrix24 Sign is a UETA- and ESIGN-compliant electronic signature solution and records the process with timestamps. For document types that require a qualified electronic signature or wet ink under Turkish law, we recommend checking with your legal counsel; where needed we can evaluate integration with a local qualified provider.

Does our customer need a Bitrix24 account?

No. You send the signing link by email, SMS or WhatsApp and they open it and sign. There's no registration and nothing to download.

Can we use our own contract templates?

You can. We move your existing Word or PDF templates into the system and map the variable fields to CRM fields, so every document comes out with the same wording and the right data.

Can we set reminders for unsigned documents?

Yes. After the interval you choose, an automatic reminder goes to the customer and a task opens for the responsible rep. We can also send managers a weekly list of pending signatures.

Let's configure this around your business

Book a free intro call and we'll walk through your process and show which settings fit you.