To create a CRM document , open a deal, lead, or contact form in your CRM and create the document you want. Once the document is created, click on the “ Sign ” button. Then, simply follow the telegram usa number process of filling in the fields and sending the document.
Log in to Bitrix24.CRM
Important: The new Bitrix24.Sign tool is an electronic signature, not a digital one. It is equivalent to a handwritten signature. Each country has its own laws and requirements regarding the use of electronic signatures. In some countries, a special contract must be signed with the client to use an electronic signature. Also, this method of signing is not allowed for all types of documents. Therefore, if you are not sure whether Bitrix24.Sign is suitable for signing your document, consult a lawyer. The person accepting the document is responsible for the reliance on these signatures.
How to do automatic signing?
To avoid filling in document fields and data for different counterparties each time, you can send a document for signing in 2 clicks. This applies to documents of the same type. For example, if you have previously created an invoice, the system will offer to use an existing invoice template and send it.
Open the deal, lead, or contact form in your CRM and create the document you need.
Bitrix24.Sign
Invoice
Click the Sign button. The system may offer you a template that has been used previously for another CRM entity. Click Reuse .
sign
Signature
In this case, all fields you requested from the previous counterparty will be copied to the new document. The system will retrieve the customer contact information from the CRM form and the document will be automatically sent for signature.
It will save you time when sending the same type of documents to all counterparties.