In Bitrix24, you can add details once, and they will automatically populate invoices, estimates, contracts, and other documents. This saves time and reduces the risk of errors in documents.
If multiple company details are added to Bitrix24, you can select the required one when creating documents.
In this article:
Check which company the documents are created for
By default, documents are created for the primary company.
Add company details
Role-based access permissions in CRM
1. Go to CRM > More > Settings (⚙️) > My company details.
2. Click Settings (⚙️) > Default seller.
3. Click Apply.
4. Check which company is marked as primary. Its details will be automatically used in documents.
5. To change the primary company, click Menu (≡) > Set as primary next to the desired company.
Add details to an invoice or estimate
When creating an invoice or estimate, the details of the primary company are automatically used. To create an invoice or estimate based on a deal:
1. Go to CRM > Deals and select the required one.
2. Click Invoice or Estimate in the top-right corner.
After creating the item, check the details in the form.
Details may not appear if the Your company details field is not displayed in the CRM form.
1. Сlick Select field in the form section where you want to display the details, .
2. Find and select the Your company details field.
3. Click Select.
After this, the details will appear in the CRM form.
Add details to a document
Company details in documents depend on the template used: standard or custom.
Let’s review the settings using documents created from deals as an example. These steps also apply to other CRM items.
Standard document templates. In standard templates, the details of the primary company are automatically used. Simply select the required template and verify the data before sending it to the customer.
Documents in CRM: Create and send to customers
Access permissions for CRM documents
1. Go to CRM > Deals. Select the deal to create a document from.
2. Click Document and choose the required template, like a contract or invoice.
3. After creating the document, check your company details.
4. To select details of another company, click Edit document. In the My company field, specify the required one. For example, if you sell products from one company and services from another, you can select one of them in the document.
5. Save the changes.
Custom document templates. If you use custom document templates, company details must be added manually to the template. This is done using symbolic codes — special CRM field designations that are replaced with actual data when creating a document.
1. Go to CRM > Deals and open the required one.
2. Click Document > Add new template.
3. Select Settings (⚙️) > Fields — a list of available symbolic codes will open.
4. Open the filter.
5. In the Source field, select the CRM item you are creating the document from, like a deal.
6. In the Deal field, select My company > Customer details.
7. Click Search. The list will display all fields with your company details.
Add the required symbolic codes for company details to the template text and upload the document template to Bitrix24.
Create and upload your document template to CRM
Edit standard document templates in CRM
Use company details in a landing page
A landing page is a one-page site with your company details and contacts. It is automatically created based on the details filled in Bitrix24.
Sharing this page link is convenient for clients and partners. For example, a manager communicating with a new partner can quickly share company details. Instead of sending a file or text in a message, send a link to the landing page. The partner opens the page and copies the necessary data for the contract.
1. Click Settings next to your company name.
2. Click Landing page.
3. The page with your company details will be created automatically. Click Open to view the landing page.
4. Click Menu (≡) > Edit company details.
If multiple companies are added to Bitrix24, you can create a landing page with unique details for each.
1. Click Settings next to your company name. Select Settings (⚙️) > Company details.
2. Click Create business card site next to the desired company.
In brief
- You can use your company details in invoices, estimates, CRM documents, and landing page.
- By default, Bitrix24 uses the details of the primary company from the My details section.
- In CRM documents, details are used depending on the template: automatically in standard templates and via symbolic codes in custom ones.
- If you have added details for multiple companies in Bitrix24, you can select which details to use when editing a document.
- You can create a landing page with details for each company and share the link with clients and partners.
