D4Sign
Send documents for electronic signature from Bitrix24.
Kostenlos
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Bewertung
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Installationen1
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Entwickler
Beschreibungen
D4Sign × Bitrix24 integration for electronic signatures inside your CRM.
Connect your deals to the D4Sign platform and automate the full signing lifecycle: document creation, delivery to signers, status tracking, and automatic return of the signed PDF to the deal record in Bitrix24.
Key features
- Embedded panel inside Bitrix24 for centralized configuration
- BizProc automation automation rule ENVIAR_DOCUMENTO_D4SIGN to trigger sending from your deal workflow
- Template mode: generates documents from D4Sign templates (Word/HTML) with variables filled from deal fields
- File mode: uploads PDF, DOC, or image from a deal file field without using a template
- Signing party mapping by email, deal contacts, or custom fields
- Global settings: default D4Sign safe and folder, deal fields for status and signed PDF attachment
- D4Sign webhook: automatic status updates and signed PDF attachment when the document is completed
- Monitoring of sent documents and in-app documentation
How it works
- Install the app and configure your D4Sign API token and crypt key
- Set safe, folder, return fields on the deal, and map your templates
- Sync the automation rule in Bitrix24 and add it to your deal automation
- When the automation rule runs, the document is created in D4Sign and sent for signature
- Once signed, status and PDF are automatically written back to the CRM
Requirements
- Active D4Sign account
- D4Sign API token and cryptKey
- Permission to install local/embedded apps in Bitrix24
Ideal for sales, legal, HR, and operations teams that need to sign contracts, proposals, and documents without leaving Bitrix24.