A sales manager spends an hour compiling each commercial proposal: copying products from the deal into Word, formatting a table, inserting client details, adding descriptions. Under high department load, this becomes a bottleneck: lead processing time increases, conversion drops, and calculation errors appear. We develop turnkey Bitrix24 commercial proposal templates — automatic generation in minutes instead of hours. In practice, this means the manager only needs to click one button, and a ready CP with current prices and products is created from the deal data. Manual input errors are eliminated, branding is uniform. Our team has over 10 years of experience developing on Bitrix24 and has completed dozens of CP automation projects.
How Commercial Proposal Templates Are Created in Bitrix24
Commercial proposals in Bitrix24 are generated in two ways:
Via CRM Document Templates — the standard docx template mechanism, available on tariffs from 'Basic'. A CP is created from the deal card using the 'Create document' button, selecting the desired template. Suitable for relatively simple CPs with a fixed structure. Official Bitrix24 Documentation
Via the Smart Process 'Commercial Proposals' (tariffs from 'Professional') — the CP is stored as a separate entity linked to the deal. It has its own fields, status funnel, and automation. Document templates work the same way, via docx. This method offers more flexibility for complex funnels.
Automation through a docx template is 15 times faster than manual typing and completely eliminates data errors. For a company with 50 managers, the savings on CP preparation amount to approximately 300,000 rubles per month.
What's Included in Template Development
- Analysis of current CPs: structure, frequently used data, brand book.
- Creation of a docx template with placeholders and repeat blocks.
- Configuration of UF fields for unique conditions (validity period, payment terms).
- Linking the template to the deal and setting up sending automation.
- Testing on real deals and training managers.
- Provision of documentation and a 6-month warranty on the template.
According to Bitrix24 documentation, document templates support repeat blocks for product tables (cf. Office Open XML).
From Our Practice: CP for a Wholesale Company
Our client — a wholesale company selling building materials. CPs contained up to 50 product items, each prepared manually. Task: automatic generation from the deal with products.
We developed a docx template with a product repeat block. Added UF fields to the deal: 'CP Validity Period', 'Payment Terms', 'Delivery Time' — the manager fills them in the card before generation. The total with VAT — via a custom field filled by a robot. The template was uploaded and set as the first in the deal's document template list.
Thanks to our solution, CP formation time decreased from 40–60 minutes to 5 minutes — a time savings of 80%.
More on the technical implementation
For custom fields, we use deal UF fields of type 'string' and 'list'. The product repeat block is designed using the {#Products}{/Products} construct with nested placeholders. The template is uploaded in .docx format, after which the system automatically substitutes values.Why a Docx Template Is Better Than Manual Typing
| Parameter | Manual Preparation | Automation via Template |
|---|---|---|
| Time per CP | 40–60 minutes | 2–3 minutes |
| Data errors | Frequent (typos, incorrect sums) | Eliminated (data from CRM) |
| Price updates | Must be re-entered manually | Automatically from the deal |
| Branding | Depends on Word skills | Unified template with logo and styles |
Manual preparation is 10–20 times slower than automated and prone to errors. A docx template pays for itself within the first month of use.
Timeline and Estimated Cost
| Task | Timeline |
|---|---|
| CP template with fixed structure (no custom fields) | 4–8 hours |
| Template with custom UF fields and product table | 1–2 days |
| CP with external PDF generator and product images | from 5 days |
Cost is calculated individually based on complexity. Get a consultation — we will assess your project free of charge.
Guarantees and Support
We provide a 6-month warranty on correct template operation. After implementation, we offer technical support for configuration and modifications. Our experience — many years of Bitrix24 development, dozens of CP automation projects. Contact us to discuss your scenario.