Make your sales paperwork process quicker and easier with Bitrix24
sales enablement tools. In just a few clicks, generate essential sales documents like invoices, quotes, and order confirmations.
Every Bitrix24 account comes equipped with standard templates for invoices and estimates, designed for immediate use. These templates allow for the addition of extra details as needed. Choosing an invoice template triggers the system to auto-populate it with data from the CRM. Moreover, these templates for sales documents are customizable to meet your specific needs.
Sales document templates contain special symbolic codes that are used instead of different data. But there are different date formats or address formats, how can you select a specific date format that you need? Don't worry, you can modify symbolic codes in document templates and solve this problem.
For more information, please read our
Helpdesk article.
