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You need to watch that video if you want to know how to create standard documents again and again.

I share my experience how you can download your company standard template in #Bitrix and base on it generate your Invoice, Contracts, Offers and any other documents during a few seconds!

Forget about creating the same documents in word with typing errors and wasting your time of doing the same job each time.

#DocumentsBitrix24 #InvoiceBitrix24 #QuoteBitrix24

0:00:53
and give it price its '100', Quantities '3', add another row, 'Products 2' and your price will be '300',

0:01:06
and '4' pieces. Okay, then you save that, okay I'll go to deal. Okay, for example using that information,

0:01:18
like contract amount, invoice amount, if you want test the name of a company, and product details.

0:01:30
For example, using that data I want to generate some invoice, and that invoice should be who looks exactly in this template.

0:01:40
So I got address, I got invoice number, I got invoice date,

0:01:45
I got bank details, I got to whom that invoice shall be sent to, and also I got us some small table of products.

0:01:57
Okay, first of all will download that
template inside of Bitrix, or that I shall go to documents,

0:02:04
So in that particular video. I'll show you how you can generate template of your documents,

0:02:11
using documents inside of a deal, also you can use 'Invoice', and even quotation code but it's something different,

0:02:18
I will show you it now in deals. So going to 'Documents', 'Add New Template'. Okay, 'Upload', select from your computer,

0:02:28
and just like that, template. Okay, give a name like 'Invoice for Europe'.

0:02:49
Okay, signature stamp off, company,
contact, lead, and all deals. Okay, now I guess I will explain for two different C's

0:03:03
Okay, will be assigned to all employees, and select invoice 'Save'.

0:03:11
Okay, so we go to here. Now we're closing that. CTRL + L, just update your page, don't forget Bitrix-24 to choose a website.

0:03:23
and go to 'Document', and we got that 'Invoice for Europe'.

0:03:29
Okay, so by then we got the same document as we go out here in that template, and what we shall do now,

0:03:40
we shall extract somehow 'Invoice Number', 'Invoice Date', and to whom that invoice is dedicated to,

0:03:53
and product descriptions. Okay, how we shall do that? We're closing that document for now, and going to 'Document',

0:04:02
and 'Add New Template', and now we go on these very small button very difficult to find by the way,

0:04:10
going to 'Fields', and here we shall to
select which particular fields should be extracted from Bitrix database,

0:04:17
and published in this particular template. So first of all we got 'Invoice Number',

0:04:25
Okay, we shall type here 'number' or invoice, and try to find here. Okay we got document number,

0:04:36
which is number here, copy that, going back to invoice, copy, and going back invoice date.

0:04:47
Okay, let's try to find date, what kind of date we got. Okay, we got here 'Created On' means document created inside of a deal.

0:05:00
Okay, copy, copy here. Okay, make it the same as before. Okay, then go into here,

0:05:15
to whom that invoice is dedicated to. Okay, in that case you get two options. Okay, we shall go back to the

0:05:29
Okay, first of all we shall extract test company address. Okay, should be 'Address', 'City', 'Country'.

0:05:41
Okay for that case you shall go to the
company, and select fields which is assigned on the address of that company.

0:05:52
For example, click 'Change' here, inside of the company going to where company details.

0:06:02
Okay 'Details' company. Okay, and you may put 'Testing Company' name here,

0:06:10
and select 'Street address', and put it here. There is one option, okay. But also we can add special fields or select special fields right here,

0:06:22
and select from our sections, address, an office,

0:06:26
or add new special parameters, and even instruct them to your particular document, saving that.

0:06:37
So, in this particular case the name of company name will be here as 'Company Requisite Name' which is here.

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