When creating a document in CRM, you can select a default template or add a new template.
Click Add new template to access the list of available templates.
The list contains brief information about each template.
To edit template settings, click Edit.
First of all, specify the name of the template and define whether it's active or not.
Next, define CRM sections the template is bound to. In this example, the invoice template can be used for deals only.
Then select template users. For example, this template can be used by Sales Department only.
Choose the country this template is bound to.
The last step is choosing auto numbering template. Auto numbering is a rule that automatically numbers documents in Bitrix24 CRM.
Install additional document templates
You can install additional document templates - open the templates list and click the cogwheel button > Load templates from library > select the country.
There is a big variety of documents templates for different countries.
For example, use the filter to access German documents templates.
Install "Order confirmation (Germany)" template.
Now this template is good to go!
Edit and create templates
The templates are saved as docx files, so you can easily download and edit them.
Download a template.
Open the downloaded docx file.
Edit this file as you wish. For example, let's delete the table at the top and replace it with your company name.
Upload the edited template to Bitrix24.
Configure the template settings.
Let's create a new document using this template.
That's it! You can customize documents templates for your own needs.
Templates include different symbolic codes that are used instead of different data.
Open the list of templates and click the cogwheel button > Fields.
All the symbolic codes and their meanings are listed there.