Why is this necessary?

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To take into account all the approval conditions and all the important variables for each individual company. For example, documents for a major transaction must be approved by the head of the security service, and for a service agreement, a signature from the head of the marketing department is sufficient. Is the agreement monthly or is it extended? In one case, preliminary approval is required, and in the other, the business process switches immediately to project preparation. As a rule, employees from different departments approve different types of documents: contracts, additional agreements, specifications, etc. It is important for developers to take into account that employees may be on vacation or simply without access to Bitrix, so the list of approving persons can be configured by the employee who initiated the approval process.

Each of the options launches its own document flow scenario, each taiwan phone number data condition has its own branch. The number of branches in the approval business process can be very large: such a mighty tree with many statuses and transitions. So that managers do not get confused in this web of document processing, our specialists have set up automation at each stage.

For example, at the GetChips company, at the stage of approval by the economist, the task is sent for verification from the point of view of economic correctness, and at the stage of signing by the client, depending on the availability of electronic document management by the client, it is sent for various options for signing via mail or EDI.

Economist's approval:

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Signing at the client's:

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The business process itself transfers the contract from one employee to another, the system “knows” which document, how and where it should move in the chain, can roll back the status forward/backward and notify participants about the progress or completion of the process.

Valentina Kapkan, Head of Legal Department at GetChips:

"We used to receive contracts by email. And endless negotiations would begin: agree on a deferment somewhere, approve a specification somewhere else. By the time you call, all the deadlines will have been lost (we have many tender contracts with tight deadlines for placing them in the tender). It was also difficult to track the return of contracts; documents were lost. This is a sore spot for many large companies with a branch network. Now the entire chain of approvals and information about the client is visible in Bitrix. This is a colossal time saver!"