What problems were solved. "No" to paperwork!
Posted: Mon Jun 30, 2025 9:24 am
Coordination of documents is an integral part of the life of any organization. Especially if the company is large, it has many clients, many contracts and, accordingly, stages of their "approval" in various authorities. Previously (and for some people it still is), the problem was solved by "going from office to office", and the paper "mess" was a headache for everyone involved - from the secretary to the director. Now the business process of approval, if it is automated, occurs electronically, contactlessly, in a matter of hours. And with the help of Bitrix24, agreement approval has become simpler and faster several times.
What problems did our customers encounter:
The agreement process may take months;
It is impossible to find the person responsible, it is switzerland phone number data impossible to track who is waiting for approval and from whom;
When a document comes for approval, the expert does not see its status, whether it is old or new;
Documents are lost within the organization;
Electronic versions of documents are stored by employees and transmitted by mail;
To find the necessary document for a transaction, you need to call a lot of people.
Accordingly, during the course of the work we needed:
Eliminate paperwork (all approval actions outside of bitrix);
Speed up the contract approval process;
Define the approval chains: everyone should understand whose move it is now;
Develop individual solutions for document management in each company;
Combine all document communications into one system;
Organize storage of documents in one place.
Automation of contract approval in Bitrix24 on smart processes
To coordinate contracts, we suggested using the existing Bitrix24 corporate portal with the ability to launch smart processes in the CRM module. Although Bitrix is not an electronic document management system as such, it can do a lot:
Combines internal communications between employees into one system;
Has a convenient and effective task management system;
Manages customer relationship management (CRM);
It has good tools for storing information (as well as for working with documents - collaborative editing, storage, sharing, etc.);
Keeps track of working hours;
and so on.
This functionality can be useful for coordinating contracts in Bitrix, and in the absence of a direct document flow automation function, there is the possibility of additional automation using a full-time business process designer.
What problems did our customers encounter:
The agreement process may take months;
It is impossible to find the person responsible, it is switzerland phone number data impossible to track who is waiting for approval and from whom;
When a document comes for approval, the expert does not see its status, whether it is old or new;
Documents are lost within the organization;
Electronic versions of documents are stored by employees and transmitted by mail;
To find the necessary document for a transaction, you need to call a lot of people.
Accordingly, during the course of the work we needed:
Eliminate paperwork (all approval actions outside of bitrix);
Speed up the contract approval process;
Define the approval chains: everyone should understand whose move it is now;
Develop individual solutions for document management in each company;
Combine all document communications into one system;
Organize storage of documents in one place.
Automation of contract approval in Bitrix24 on smart processes
To coordinate contracts, we suggested using the existing Bitrix24 corporate portal with the ability to launch smart processes in the CRM module. Although Bitrix is not an electronic document management system as such, it can do a lot:
Combines internal communications between employees into one system;
Has a convenient and effective task management system;
Manages customer relationship management (CRM);
It has good tools for storing information (as well as for working with documents - collaborative editing, storage, sharing, etc.);
Keeps track of working hours;
and so on.
This functionality can be useful for coordinating contracts in Bitrix, and in the absence of a direct document flow automation function, there is the possibility of additional automation using a full-time business process designer.