Bitrix24 includes built-in document templates. You can edit an existing template or create your own.

Create a document template

Open the document you want to use as a template or create a new file in a text editor.

For example, if your company already uses an invoice document, you can turn it into a CRM template for your team. Add symbolic codes to the document.

To view the list of symbolic codes:

1. Go to Document > Add new template.
2. Open Settings > Fields.

Edit document templates in CRM

When the template is ready, save it in DOCX format. The size of the template should be no more than 2 MB. This template can be uploaded to Bitrix24.

Add a product list

You can add a product list to a template in two ways.

Create a list. Use the {PRODUCTS.BLOCK_START} and {PRODUCTS.BLOCK_END} symbolic codes to mark the beginning and end of the block. Add product fields inside the block.

{PRODUCTS.BLOCK_START}

{ProductsProductName}
{ProductsProductQuantity}
{ProductsProductMeasureName}
{ProductsProductPriceRaw}
{ProductsProductPriceRawSum}
{TotalRaw}

{PRODUCTS.BLOCK_END}

Bitrix24 automatically repeats this block for every product.

These symbolic codes match the following fields:

• {ProductsProductName} — Product name
• {ProductsProductQuantity} — Product quantity
• {ProductsProductMeasureName} — Unit of measurement
• {ProductsProductPriceRaw} — Original price
• {ProductsProductPriceRawSum} — Total original price for the product
• {TotalRaw} — Total original price
• {TaxesTaxValue} — Tax amount
• {TaxesTaxRate} — Tax rate
• {TotalSum} — Total amount

Create a table with a list of products.

Insert symbolic codes into a table in your document. Bitrix24 automatically creates a new row for each product.

The generated document looks like this:

Add product images

To add product images to a table, follow the same steps you use to add a logo, stamp, or signature to a document template.

Add an image, stamp, or signature to document templates

Old product form

Use these symbolic codes:

• {ProductsProductPreviewPicture}
• {ProductsProductDetailPicture}

New product form

Use these symbolic codes:

• {ProductsProductPropertyMorePhoto} — Displays product variant images
• {ProductsProductPropertyXX} — Displays product and variant images

Replace XX with the field ID from your Bitrix24 account. You can find it on the Fields page.

Upload a template to Bitrix24

After you create the template, upload it to CRM.

Then configure the template settings:

• Name
• Access permissions
• CRM section bindings

Customize document templates in CRM

To test the template:

1. Open the Document tab.
2. Select the template.

Bitrix24 creates a document based on your template.