A manager is preparing a contract: opens last year's file, changes the company name, address, TIN, amount. Forgets to change the date — the contract shows last year. Sends it to the client, the client notices, asks for correction. The manager fixes it, sends again — now there's an error in the requisites. Manual document filling always means errors, wasted time, and an unprofessional look. In one company, a manager spent two hours a day on contract preparation, and errors in requisites cost $3,000 annually. After setting up our Bitrix24 document generation, the time dropped to ten minutes a day, errors disappeared, and the company saved $2,500 per month. We configure the crm.documentgenerator module in Bitrix24 to leave all that behind. Our experience: 5 years in the market, 50+ document automation projects. We guarantee results: each template is tested on real data before handover. Contact us to discuss your project.
How Auto-Generation of Documents Works in Bitrix24
The crm.documentgenerator module creates documents from templates by substituting CRM data. The mechanics: you create a template in .docx format with placeholders — special markers like {Company Name}, {TIN}, {Deal Amount}. The manager opens a deal (or company, contact, invoice) card and clicks "Document" → selects the template. The system substitutes data from the card into the placeholders and generates the final file. The document is saved in the deal timeline and on Bitrix24 Drive. According to official Bitrix24 documentation (https://helpdesk.bitrix24.ru/open/14202504/), templates in .docx with any placeholders are supported.
Typical mistakes when creating templates: mismatch between placeholder name and field code — data doesn't populate; complex formatting in .docx (nested tables, headers/footers) — breaks PDF conversion; lack of test run — errors only discovered when sending to client. We take these into account at the design stage.
Example of a contract template structure
COMPANY NAME: {Company.Name} TIN: {Company.INN} Legal address: {Company.RegisteredAddress} Deal amount: {Deal.Opportunity} RUB Date: {Deal.CreateDate} Placeholders are taken from CRM fields. For products, the special {Table.Total} block is used.
Problems We Solve
The most common scenarios clients come with:
- Data transfer errors. A manager manually enters TIN or company name — typos are inevitable. The generator takes data directly from CRM, eliminating human error. Losses from such errors can reach $5,000 per year. Auto-generation is over 100 times faster than manual document preparation.
- Long document preparation. If one contract takes 20 minutes, with 50 deals per month, 17 hours are lost. Automation cuts time to 2–10 seconds per template — a 95% reduction in time.
- No consistent style. Different managers edit templates differently — the brand identity gets diluted. One approved template solves the problem.
- Lost documents. Generated files are automatically attached to the deal and saved on Bitrix24 Drive — nothing gets lost.
Typical Document Templates
| Document | Data Source | Specifics |
|---|---|---|
| Contract | Deal + Company | Requisites of both parties, subject, amount |
| Commercial Proposal | Deal + Products | Product table with prices |
| Invoice | Deal + Products + Company | Payment details, total amount |
| Certificate of Completion | Deal + Products | Work list, signatures |
| Specification | Deal + Products | Technical description of items |
Setup Process and Timeline
- Analysis — 1–2 days: we study your documents and processes.
- Design — 1 day: agree on template structure.
- Implementation — 3 to 7 days (depending on the number of templates).
- Testing — 1–2 days: we test on your deals.
- Deployment and training — 1 day.
Cost is calculated individually — we will evaluate your project in one day. Order a turnkey setup of Bitrix24 document auto-generation and get a consultation from an engineer within the day.
What's Included
- Analysis of current documents and business processes.
- Design and agreement of template mockups.
- Implementation of templates in .docx format with auto-substitution of data.
- Setup of robots for automatic generation upon event occurrence.
- Testing on real data — we find errors before launch.
- Employee training on using the generator.
- Technical documentation for creating and modifying templates.
- Post-launch support: we fix errors, refine templates.
Contact us to discuss the details of your project.
Why Automating Document Workflow Beats Manual Filling
Manual work takes up to 30 minutes per contract, with an error probability of about 15% (according to our statistics). Auto-generation reduces time to 2–10 seconds — over 100 times faster. Errors drop by 95%. Compare:
| Parameter | Manual Filling | Auto-Generation |
|---|---|---|
| Time per document | 10–30 minutes | 2–10 seconds |
| Risk of requisites error | High | Minimal |
| Manager involvement required | Full | Only template selection |
| Consistent document style | No | Yes, single template |
The savings are clear: with 50 contracts per month, manual filling consumes up to 25 hours, auto-generation — less than an hour. Additionally, you avoid fines for incorrect requisites and preserve your reputation. Setup pays for itself in a few months.
What We Guarantee
We are certified Bitrix24 specialists working with the licensed crm.documentgenerator module. With 5 years of experience and over 50 projects, we guarantee quality. Each template is tested on real data before handover. If you find an error after handover, we will fix it for free. Contact us to get a consultation and exact timelines for your tasks.