Bitrix24 Helpdesk

Create and send an electronic document for signing

With Bitrix24 e-Signature, you can send contracts and other documents for signing online. You don’t need to print or scan files.

In this article:

Create a document

You need the right access permissions to create and send documents.
Configure access permissions for the e‑Signature section

  1. Go to the e-Signature section > Sign and manage > Create.
  2. Upload a new file or select a recent one.
  3. Click Continue.

Choose who will sign

Set the signing parties for your company and the recipient.

  1. Enter the name of the employee who will sign on your behalf. The name will appear in the document text and the signing certificate.
  2. Select your company details.
  3. Click Edit to change the company, if needed.
  4. Select the recipient from the list.
  5. Click Continue.

Signing parties in Bitrix24 e‑Signature


Edit the document

You can update the document before sending it.

  1. Click Edit.
  2. Use these sections to add or update details:
    • [Specify the sections if needed]

Sender

  • Company details are filled in automatically. You can update them anytime.
    Add company details
  • Signature and stamp are added during signing.
  • You can insert CRM data into the document.

Recipient

  • The recipient adds their details, signature, and stamp during signing.
  • You can insert CRM data such as name or job title.

Common

To add an element to the document (signature, stamp):

  1. Click To document next to the element.
  2. Place it in the document.
  3. Choose a color for signatures and stamps to distinguish between your company's and the sender's signatures. The color is saved in the final document and signing certificate.
  4. Click Continue.

Send the document for signing

  1. Click Edit to rename the document if needed. This name will appear in the digital signing certificate.
  2. Choose how to send the link (SMS or email).
  3. Click Send for signing.

The document is first sent to your company’s signer. After they sign it, it is automatically sent to the recipient.
Sign a document with Bitrix24 e-Signature


Limits on free and trial plans

Before sending your third document, you must verify your phone number.

  1. Enter your phone number and click Get SMS.
  2. Enter the code you receive.
  3. Click Verify, then Finish.

You only need to verify once. The same number can be used for up to five Bitrix24 accounts.


In brief

  • Send and sign documents online with Bitrix24 e-Signature.
  • Only users with permissions can create and send documents.
  • You can edit documents before sending.
  • Choose who signs on both sides.
  • Send signing links by SMS or email.
  • The sender signs first, then the recipient.
  • On free and trial plans, verify your phone number before sending the third document.
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