Nowadays, companies work with a large number of documents - delivery and acceptance certificates, invoices, powers of attorney, contracts, reports. Developing solutions to facilitate work with documents is one of the priority tasks when automating processes in any company. Currently, there are a lot of tools on the market that can automate document management in the company. However, choosing the optimal tool and its integration into the company’s processes is not a trivial task. To solve it, it is better to turn to professionals who will be able to find the best option for your company.
One of such optimal options may become Bitrix24 CRM. Bitrix24 CRM allows not only to automate the main processes in the company but also to automate work with documents.
There are 3 main types of work with documents in Bitrix24:
Bitrix24 CRM has its own functionality to generate documents based on templates
in Bitrix24
Bitrix24 Market offers several applications for document management developed by Bitrix24 partners
Bitrix24 REST API contains a full selection of methods for standard work with documents, as well as for the work based on data
In the 2018 update, Bitrix24 added standard functionality to generate various documents based on pre-created templates: invoices, delivery and acceptance certificates, contracts, offers, etc.
✓ Available in all Bitrix24 plans
✓ Signature/stamp can be added
✓ Standard activities in robots and business processes
✓ Ability to work with document generator via Bitrix24 REST API
✓ Free plan offers only 100 documents
✓ Non-standard elements, such as images and graphs, cannot be embedded
✓ Limited standard activities for robots and business processes
✓ Limited access rights management
✓ Unable to create custom numbering in a document
✓ If a company has several types of company details, the first by priority are taken, no possibility to choose
Bitrix24 Market offers several applications for document management. For example, "Document Builder" by HTMLStudio, "Document generator" by M.C. Art, etc.
These apps allows to expand basic features of standard document generator and avoid a number of limitations. At the same time, the partner applications have the following disadvantages in common:
Developing a customized document generator tailored to the needs of the client can extend the basic capabilities of the standard document builder, overcome its limitations and solve the client's task of generating the necessary documents in accordance with the technical requirements.
Our company has extensive experience in this type of tasks.
Tasks for document generation application:
✓ Create a presentation of the property based on the data received from the catalog of real estate,
✓ Automatically send the presentation to the client,
✓ Automatically draw up a financial report on the property for the landlord in Google Sheets,
✓ Set access permissions (access to the report by authorization in Google Sheets).
Tasks for document generation application:
✓ A service engineer visits a customer on request,
✓ Upon completion of the service, a request report form is filled out,
✓ The customer signs a delivery and acceptance certificate in the mobile app,
✓ The act of service work is generated and signed by the customer,
✓ A copy of the act is sent to the customer's address.
Tasks for document generation application:
✓ Generate a work contract based on a sample in Google Sheets,
✓ Set access permissions and rights: edit rights are only granted to the company's lawyers, by authorization in Google Sheets,
✓ Approve the version of the contract by the lawyer,
✓ Generate a PDF version of the approved contract with signature and stamp,
✓ Automatically send the contract to the client.
Tasks for document generation application:
✓ Generate contracts, invoices, waybills for dispatch of goods from a warehouse,
✓ Send documents to the postal address of the accounting,
✓ Generate delivery reports in PDF format.
Drawing on our experience, we see that the client's tasks do not always fit into the capabilities of the Bitrix24 standard document builder. In this case you can always find a suitable tool to solve the problem and integrate with the Bitrix24 CRM.
We will find the best solution for your task and take care of setting up a workflow.
bitrix24 IMPLEMENTATION
Basic setup
Bitrix24
✓ all communication channels in one CRM - email, phone, WhatsApp and other messengers
✓ adaptation and mastering of information flows, staff training
✓ setup of sales funnels
✓ description of basic rules of interaction within CRM
from 1 000 EUR
CRM setup
Bitrix24
✓ custom CRM setup together with the client - for easy use
✓ robots and triggers setup, repetitive actions automation
✓ document creation setup
✓ sales funnel setup and implementation
from 1 000 EUR
Integration with industry software
✓ standard integration with custom import development
✓ Bitrix24 integration with industry software (hotel services, transport monitoring systems, payment systems, websites and personal accounts)
from 1 000 EUR
Business processes setup
✓ analysis of existing processes and systems
✓ calculation of automation impact
✓ business processes development - routine becomes automated
✓ digitization of the Company's work - and metrics development
from 1 300 EUR
End-to-end analytics & reports
✓ end-to-end analytics setup
✓ standard reports setup
✓ development of custom reports with calculations
✓ reports in any other format, integration with systems
from 1 300 EUR
CRM-marketing and repeat sales
✓ setup of repeat sales through CRM-marketing tools
✓ integration of repeat sales into the Client's sales structure and business processes
✓ sales pipeline setup
from 1 300 EUR
"Every day we work to make complicated things easy and accessible. To make our partnerships crystal clear, respectful and mutually beneficial."
Founder, Levon Musoyan
In 2003, our team of Tallinn University of Technology graduates opened a small office in the center of Tallinn. In no time we carried out a number of projects for companies from different sectors - from websites of spiritual practices to image projects for construction companies.
In 2008, we introduced a standardized approach to the development of a UNIQUE website design, thereby significantly reducing time and cost of development. As a result, every month we could make up to 150 websites with a unique design and the final cost of the project for a client ranging from 150 euro (a small website) to 1 000 euro (an online store).
In 2013, we began working with Bitrix24. Since then this rapidly developing product has not only been a source of inspiration to us but also the most interesting area of work to find efficiency in our processes and the processes of our clients.
In 2017, we changed our approach to the implementation of CRM systems. From now on we started every project with Pre-project research when we carefully studied the client's business, developed an implementation model and offered full automation on Bitrix24 tools. Thanks to this approach, we received a carefully planned and calculated project that allowed our customers to get a completely different quality of business processes automation in all departments.
In 2021, we started a new line of business - software robots RPA. RPA technology helps to significantly improve company processes, notably increase productivity and quality of employees' lives, exclude human errors without fundamentally changing the IT landscape of the company.
Our blog contains interesting posts about our work - automation, business processes, and RPA - everything we love so much and work with every day.
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