Then go through the process of filling in the fields and submitting the document.
How to select a document in a CRM form?
Find the document you want in the timeline of a deal, lead, or contact form and click Sign .
Bitrix24.Sign
Sign the document
How to set up an auto-signing automation rule?
Click on the Automation telegram usa number rules button in the CRM section .
Bitrix24.Sign
CRM Automation
Click the + button to add an automation rule at a specific stage.
Bitrix24 Signature
Add Automation Rule
Select the Documents section > Send document for signing and click Add .
Bitrix24 Sign
Paper-work
Specify the person from your company responsible for signing the document and select the document template to send to customers.
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Send Document
If there is no document template in the list, you need to create a new document and follow the procedure for filling in the fields.
Save the automation rule. Once you drag the agreement to a certain stage, the system will automatically create the document and send it to the signing parties.
NOTE: Each automation rule will send one document type: invoice, contract, etc. If you need to automate several types of documents, you should create separate stages with automation rules.
Automation in Bitrix24.Sign
Working with the Bitrix24.Sign tool can be easier if you configure automation rules .
Click on the automation rule icon in the Bitrix24.Sign section.
Bitrix24.Sign
Automation Rules
An automation rule moves documents through all stages. You can configure different work scenarios to simplify your work routine.
Click the Create button to add automation rules and triggers . You can also click the + button in the Stage column.
Bitrix24.Sign
Create Automation Rule
Automation rules and triggers are in the same list. We've marked Triggers to make it easier for you to distinguish between them .
Bitrix24.Sign
Trigger
You can use the filter to see a list of automation rules or triggers.
Automation rules will perform actions, and Triggers will monitor counterparty actions and events. They are triggered when an item reaches the stage for which the automation rule or trigger is configured. Each automation rule and trigger performs only one type of action: changing the responsible person, creating a document, etc. You can add several automation rules and triggers to a stage, and they can be triggered simultaneously or in a specific order.
You can also use constants and variables to store information in fields and simplify calculations.