Electronic Signature Setup in Bitrix24

Setting Up Digital Signature Document Signing via Bitrix24

A deal is approved in the CRM, a PDF is generated, the manager emails it to the client. The client prints, signs with a pen, scans, and sends back. A month later, it turns out the scan has no legal force — accounting demands the original. Sound familiar? We implement electronic signing with digital signatures in Bitrix24 so that documents instantly gain legal validity without paper. You maintain full control: from internal orders to invoices for counterparties. Experience the convenience: we configure SES and QES turnkey, integrate with CryptoPro and EDI.

Types of Electronic Signatures

Bitrix24 uses two types:

• SES — confirmation via login/password or SMS. Bitrix24 supports SES for internal documents: approving orders, confirming requests. Legal force is limited — only if parties have signed an agreement recognizing it.
• QES — issued by an accredited certification authority (Federal Tax Service, commercial CA). Requires a crypto provider: CryptoPro CSP 5.0+ or VipNet CSP.

How to Configure QES Signing in CRM

For legally binding signing (documents for counterparties, tax authorities, EDI) you need QES and a crypto provider. The signing process from CRM:

1. Manager generates a document from a deal (via Bitrix24 document template or external generation).
2. Clicks 'Sign with EDS' — Bitrix24 via Browser Plugin contacts CryptoPro CSP.
3. CryptoPro reads the certificate from a token or store, creates a signature (detached .sig or embedded).
4. Signed file + signature file are saved in the deal card.
5. A robot sends the signed document to the counterparty or transfers it to the EDI system.

Workstation Requirements:

• QES issued by an accredited CA (Federal Tax Service, commercial)
• CryptoPro CSP 5.0+ installed
• CryptoPro Browser Plugin — browser extension
• QES certificate — installed in Windows store or on a token (Рутокен, eToken)

Why QES is 10x Faster Than Paper Workflow?

Compare: the usual cycle 'print → sign → scan → send' takes an average of 2–3 days. QES in Bitrix24 — 10 minutes. Documents are signed in seconds, instantly saved in the deal, and the counterparty receives a link. We guarantee correct configuration of signing routes for any business processes.

Signing Internal Documents in Bitrix24

For internal approvals (orders, applications, memos) the 'Signature' module is used in Bitrix24:

1. Document created in the 'Signature' section or a PDF uploaded.
2. Signers are assigned — portal employees.
3. Each signer receives a notification, opens the document, and places a signature (graphical or SES).
4. The signed document is saved with markers: who signed, when, IP address.

This mechanism works without CryptoPro — standard Bitrix24 tools are sufficient. Suitable for HR documents, internal regulations, NDAs.

Signing Route in CRM

For documents requiring multiple signatures (director + chief accountant), a route is configured:

• Deal stage 'Pending Signature' → robot creates tasks for signers in order.
• First signer signs → task closes → task created for second.
• All signatures collected → robot moves deal to stage 'Signed', attaches the final file.
• Rejection → deal returns to stage 'Revision', manager receives a notification with reason.

Storage of Signed Documents

Signed documents are stored on Bitrix24 Drive linked to the deal. Recommendations:

• A separate 'Signed Documents' folder in the Drive structure.
• Document file + detached signature file (.sig) stored together.
• Prevent deletion of signed files via folder access rights.
• Retention period for QES-signed documents — at least 5 years (legal requirement).

What's Included in the Work

• Diagnostics of current IT infrastructure and document workflow
• Configuring the 'Signature' module for internal documents: templates, approval routes
• Installing and configuring CryptoPro CSP + Browser Plugin on workstations
• Setting up document signing from CRM: button in deal card, certificate selection, signature generation
• Creating signing routes: sequence of signers, actions on rejection
• Organizing storage of signed documents: folder structure, access rights, retention policy
• Training staff: signing via browser, signature verification, common errors (expired certificate, missing plugin)
• Technical documentation and access to final configuration

Common Errors and How to Avoid Them

We have been working with Bitrix24 for over 5 years and completed 50+ document workflow integrations. Contact us — we will assess your project for free. Turnkey setup takes 3 to 7 working days.

How a corporate portal on Bitrix24 solves the problem of information chaos?

Employees spend up to 2 hours a day searching for files, emails, and solutions. Tasks get lost in dozens of chats, approvals get stuck for weeks. The manager learns about missed deadlines only at a meeting. A corporate portal on Bitrix24 ties every message, document, and task to a single context. You get a transparent picture of work: who is working on what, which stages, where bottlenecks are. Wikipedia: Information silo describes how unorganized data reduces productivity – a portal cuts that loss by 60–70%.

We will evaluate your project for free – contact us to get the architecture in 2 days. A medium‑sized company typically saves 2.5 million rubles annually after deployment (based on our projects).

What does the portal offer in daily work and why is it better than messengers?

In messengers, information is unstructured – discussions get buried within a week. On the portal, every message is tied to a task, project, or document. Employees spend up to 30% of their work time searching for data (McKinsey). The portal reduces this time by 2–3 times thanks to structured repositories and full‑text search.

Communications. Activity stream, messenger, and video calls are tied to specific tasks. Any discussion can be found six months later – in a messenger it would be buried within a week.

Tasks and projects. Kanban, Gantt, checklists, dependencies, time tracking. Each employee's efficiency is visible in reports – no need to wait for a meeting.

Document flow. Approval routes through the business process designer: leave request → manager → HR → accounting. Electronic signature, versioning, deadline control. Integration with electronic document management (SBIS, Diadoc) via REST API.

HR. Onboarding of new employees, leave/travel requests, organizational structure, absence schedule. An employee knows where to go from day one.

Knowledge base. Bitrix24 wiki engine: regulations, instructions. Knowledge does not leave with departing employees.

Implementation example. For a manufacturing company with 320 employees, we deployed a portal with integration of 1C:SALARY AND HR MANAGEMENT and Active Directory in 4 months. Travel request approval time decreased from 3 days to 4 hours. Savings on employee idle time amounted to 1.5 million rubles per year. Managers receive automatic reports on department efficiency. Customer response time decreased by 20%. Portal payback period is 7 months.

How does integration with 1C and Active Directory accelerate HR management?

Integration with 1C:Enterprise via the b24connector module or custom REST handler: a leave request is approved on the portal through a business process and automatically enters 1C:SALARY AND HR MANAGEMENT for vacation pay calculation. Active Directory (SSO via the ldap module) – the employee account is created once in AD and synchronized to the portal, email, VPN. Upon dismissal, it is blocked everywhere. Manual account creation is eliminated, errors are minimized.

Types of corporate portals and key integrations

Additional integrations that deliver real value:

• Email: Exchange via EWS API or IMAP, calendar synchronization, creating a task from an email.
• IP telephony: Asterisk, Mango Office, Zadarma via REST API – calls from the portal, contact card, call recording.
• Video conferencing: built‑in video calls or integration with Zoom/Teams via marketplace.
• EDI: SBIS, Diadoc via REST API – fully electronic document flow with counterparties.

Security and compliance with Federal Law 152‑FZ

The portal contains personal data, financial reports, strategic plans. We guarantee protection:

• role model via CGroup and section‑level permissions;
• two‑factor authentication (OTP, Yandex.Key, SMS);
• audit of all actions (b_event_log);
• TLS encryption for transmission and disk encryption;
• full compliance with Federal Law No. 152‑FZ "On Personal Data".

How is implementation carried out? Step‑by‑step plan

1. Audit — we record current processes, measure time losses.
2. Design — choose portal type, plan integrations.
3. Implementation — configure business processes, permissions, interface.
4. Test — pilot group tests scenarios, we fix issues.
5. Launch — connect all employees, train, hand over documentation.

What you receive after implementation

• Project documentation: architecture, integration scheme, business process diagrams.
• Configured portal with all integrations (1C, AD, telephony, EDI).
• Business process descriptions and instructions for administrators and users.
• 30 days of technical support after launch.
• Access to our knowledge base and migration scripts.

Post‑launch support: how to prevent the portal from becoming obsolete

After six months, many portals become abandoned. To avoid this, we offer packages with fixed SLA and a dedicated administrator. Performance monitoring, platform updates, user administration, development of new modules. Our team has over 10 years of experience and more than 50 implemented corporate portals on Bitrix24. We are a certified 1C‑Bitrix partner, guaranteeing quality and deadlines.

Mobile access. Native Bitrix24 app (iOS/Android) with push notifications, tasks, chats. Responsive web interface for extranet users (no app installation required). Offline access to documents and tasks, sync when connectivity is restored.

Order a turnkey corporate portal implementation

Schedule a free audit – we will evaluate your project, propose architecture, and give clear timelines. Get a comprehensive proposal and see that the portal pays for itself within the first six months. Contact us today.