Create a New Document crm.documentgenerator.document.add

If you are developing integrations for Bitrix24 using AI tools (Codex, Claude Code, Cursor), connect to the MCP server so that the assistant can utilize the official REST documentation.

Scope: crm

Who can execute the method: a user with "edit" access permission for document generator documents.

The method crm.documentgenerator.document.add creates a document based on a template for a CRM entity.

Method Parameters

Required parameters are marked with *

Name
type

Description

templateId*
integer

Identifier of the document template

entityTypeId*
integer

Identifier of the CRM entity type for which the document is created.

Typical values:

  • 1 — lead
  • 2 — deal
  • 3 — contact
  • 4 — company
  • 5 — invoice (old version)
  • 7 — estimate
  • 31 — invoice

For Smart Processes, their entityTypeId is passed, for example, 177

entityId*
integer

Identifier of the CRM entity based on which the document is created

values
object

Object with the values of the document fields.

Format:

{
            "field_1": "value_1",
            "field_2": "value_2"
        }
        

where:

  • field_n — field code of the document
  • value_n — field value

The set of keys depends on the specific template and data provider. Available fields can be viewed using the method crm.documentgenerator.document.getfields

stampsEnabled
integer

Include stamp and signature:

  • 1 — include
  • 0 — do not include

Default is 0

fields
object

Additional descriptions of document fields for generation.

The fields parameter is used for more precise field configuration. In most scenarios, the values parameter is sufficient.

In fields, a field descriptor object is passed. Example:

{
            "DocumentTitle": {
                "title": "Document Title",
                "value": "Demo Implementation of Product 1",
                "required": "Y",
                "default": "Demo Implementation of Product 1",
                "chain": [
                    {},
                    "getTitle"
                ],
                "VALUE": "Test via fields"
            }
        }
        

The list of fields keys is not fixed and depends on the template.

How to access available parameters:

Service fields SOURCE and DOCUMENT are ignored.

Some computed fields may not be overridden via fields

Method Feature

pdfUrl and imageUrl may be absent immediately after creation, as conversion is performed asynchronously. To check the result, use crm.documentgenerator.document.get

Code Examples

How to Use Examples in Documentation

Example of creating a document where:

  • templateId — 39
  • entityTypeId — 2 (deal)
  • entityId — 101
  • document number is passed via values.DocumentNumber
  • for fields.DocumentTitle, a descriptor object is passed
curl -X POST \
        -H "Content-Type: application/json" \
        -H "Accept: application/json" \
        -d '{"templateId":39,"entityTypeId":2,"entityId":101,"values":{"DocumentNumber":"2026-001"},"fields":{"DocumentTitle":{"title":"Document Title","value":"Demo Implementation of Product 1","required":"Y","default":"Demo Implementation of Product 1","chain":[{},"getTitle"],"VALUE":"Test via fields"}},"stampsEnabled":1}' \
        https://**put_your_bitrix24_address**/rest/**put_your_user_id_here**/**put_your_webhook_here**/crm.documentgenerator.document.add
        
curl -X POST \
        -H "Content-Type: application/json" \
        -H "Accept: application/json" \
        -d '{"templateId":39,"entityTypeId":2,"entityId":101,"values":{"DocumentNumber":"2026-001"},"fields":{"DocumentTitle":{"title":"Document Title","value":"Demo Implementation of Product 1","required":"Y","default":"Demo Implementation of Product 1","chain":[{},"getTitle"],"VALUE":"Test via fields"}},"stampsEnabled":1,"auth":"**put_access_token_here**"}' \
        https://**put_your_bitrix24_address**/rest/crm.documentgenerator.document.add
        
try
        {
            const response = await $b24.callMethod(
                'crm.documentgenerator.document.add',
                {
                    templateId: 39,
                    entityTypeId: 2,
                    entityId: 101,
                    values: {
                        DocumentNumber: '2026-001',
                    },
                    fields: {
                        DocumentTitle: {
                            title: 'Document Title',
                            value: 'Demo Implementation of Product 1',
                            required: 'Y',
                            default: 'Demo Implementation of Product 1',
                            chain: [{}, 'getTitle'],
                            VALUE: 'Test via fields',
                        },
                    },
                    stampsEnabled: 1,
                }
            );
        
            const result = response.getData().result;
            console.info(result);
        }
        catch (error)
        {
            console.error('Error:', error);
        }
        
try {
            $response = $b24Service
                ->core
                ->call(
                    'crm.documentgenerator.document.add',
                    [
                        'templateId' => 39,
                        'entityTypeId' => 2,
                        'entityId' => 101,
                        'values' => [
                            'DocumentNumber' => '2026-001',
                        ],
                        'fields' => [
                            'DocumentTitle' => [
                                'title' => 'Document Title',
                                'value' => 'Demo Implementation of Product 1',
                                'required' => 'Y',
                                'default' => 'Demo Implementation of Product 1',
                                'chain' => [
                                    [],
                                    'getTitle',
                                ],
                                'VALUE' => 'Test via fields',
                            ],
                        ],
                        'stampsEnabled' => 1,
                    ]
                );
        
            $result = $response
                ->getResponseData()
                ->getResult();
        
            echo '<pre>';
            print_r($result);
            echo '</pre>';
        
        } catch (Throwable $e) {
            error_log($e->getMessage());
            echo 'Error adding document: ' . $e->getMessage();
        }
        
BX24.callMethod(
            'crm.documentgenerator.document.add',
            {
                templateId: 39,
                entityTypeId: 2,
                entityId: 101,
                values: {
                    DocumentNumber: '2026-001',
                },
                fields: {
                    DocumentTitle: {
                        title: 'Document Title',
                        value: 'Demo Implementation of Product 1',
                        required: 'Y',
                        default: 'Demo Implementation of Product 1',
                        chain: [{}, 'getTitle'],
                        VALUE: 'Test via fields',
                    }
                },
                stampsEnabled: 1,
            },
            (result) => {
                result.error()
                    ? console.error(result.error())
                    : console.info(result.data())
                ;
            },
        );
        
require_once('crest.php');
        
        $result = CRest::call(
            'crm.documentgenerator.document.add',
            [
                'templateId' => 39,
                'entityTypeId' => 2,
                'entityId' => 101,
                'values' => [
                    'DocumentNumber' => '2026-001',
                ],
                'fields' => [
                    'DocumentTitle' => [
                        'title' => 'Document Title',
                        'value' => 'Demo Implementation of Product 1',
                        'required' => 'Y',
                        'default' => 'Demo Implementation of Product 1',
                        'chain' => [
                            [],
                            'getTitle',
                        ],
                        'VALUE' => 'Test via fields',
                    ],
                ],
                'stampsEnabled' => 1,
            ]
        );
        
        echo '<PRE>';
        print_r($result);
        echo '</PRE>';
        

Response Handling

HTTP Status: 200

{
            "result": {
                "document": {
                    "changeStampsEnabled": false,
                    "changeStampsDisabledReason": "No stamps and signatures in the template",
                    "changeQrCodeEnabled": false,
                    "qrCodeEnabled": false,
                    "changeQrCodeDisabledReason": "No QR code in the template",
                    "products": {
                        "currencyId": "EUR",
                        "totalSum": "0.00",
                        "totalRows": 0
                    },
                    "downloadUrl": "https://bitrix.bitrix24.com/bitrix/services/main/ajax.php?action=crm.documentgenerator.document.download&SITE_ID=s1&id=61",
                    "downloadUrlMachine": "https://bitrix.bitrix24.com/rest/crm.documentgenerator.document.download.json?...",
                    "publicUrl": null,
                    "id": 61,
                    "title": "Demo Implementation of Product 2026-001",
                    "number": "2026-001",
                    "createTime": "2026-03-20T13:51:45+01:00",
                    "createdBy": 577,
                    "updateTime": "2026-03-20T13:51:45+01:00",
                    "updatedBy": null,
                    "stampsEnabled": true,
                    "isTransformationError": false,
                    "values": {
                        "productsTableVariant": "",
                        "_creationMethod": "rest",
                        "stampsEnabled": true,
                        "DocumentNumber": "2026-001"
                    },
                    "templateId": "39",
                    "pullTag": "TRANSFORMDOCUMENT61",
                    "imageUrl": "https://bitrix.bitrix24.com/bitrix/services/main/ajax.php?action=crm.documentgenerator.document.getImage&SITE_ID=s1&id=61",
                    "pdfUrl": "https://bitrix.bitrix24.com/bitrix/services/main/ajax.php?action=crm.documentgenerator.document.getPdf&SITE_ID=s1&id=61",
                    "emailDiskFile": 5605,
                    "entityId": "101",
                    "entityTypeId": "2"
                }
            },
            "time": {
                "start": 1774003904,
                "finish": 1774003905.448804,
                "duration": 1.4488039016723633,
                "processing": 1,
                "date_start": "2026-03-20T13:51:44+01:00",
                "date_finish": "2026-03-20T13:51:45+01:00",
                "operating_reset_at": 1774004504,
                "operating": 0.9240179061889648
            }
        }
        

Returned Data

Name
type

Description

result
object

Root element of the response. Returns the result object

time
time

Information about the request execution time

Type result

Name
type

Description

document
object

Data of the created document. The structure is described in the document type

Type document

Name
type

Description

id
integer

Identifier of the document

title
string

Title of the document

number
string

Document number

createTime
datetime

Creation date

updateTime
datetime

Update date

createdBy
integer

Identifier of the user who created the document

updatedBy
integer | null

Identifier of the user who updated the document

changeStampsEnabled
boolean

Can the stamp and signature inclusion be changed

changeStampsDisabledReason
string

Reason why the stamp and signature inclusion cannot be changed

changeQrCodeEnabled
boolean

Can the QR code be enabled or disabled

qrCodeEnabled
boolean

Current state of the QR code

changeQrCodeDisabledReason
string

Reason why the QR code cannot be changed

products
object

Summary information about the document's products (currencyId, totalSum, totalRows)

stampsEnabled
boolean

Stamp and signature inclusion flag

downloadUrl
string

Link to download the document

downloadUrlMachine
string

Link to download the document for machine access

publicUrl
string | null

Public link to the document

isTransformationError
boolean

Flag indicating a document conversion error

transformationErrorMessage
string

Text of the conversion error if isTransformationError = true

transformationErrorCode
string

Code of the conversion error if isTransformationError = true

templateId
integer

Identifier of the template

pullTag
string

Event tag for document transformation

emailDiskFile
integer

Identifier of the file in Drive for sending via email

entityTypeId
integer

Identifier of the CRM entity type

entityId
integer

Identifier of the CRM entity

values
object

Values of the document fields passed during creation

imageUrl
string

Link to the document image, if already created

pdfUrl
string

Link to the PDF file of the document, if already created

Error Handling

HTTP Status: 400

{
            "error": "0",
            "error_description": "No provider for entityTypeId"
        }
        

Name
type

Description

error
string

String error code. It may consist of digits, Latin letters, and underscores

error_description
error_description

Textual description of the error. The description is not intended to be shown to the end user in its raw form

Possible Error Codes

Code

Description

Value

0

No provider for entityTypeId

No data provider found for the provided entityTypeId

0

Empty required parameter "value"

entityId not provided or is empty

0

Cannot create document on deleted template

Cannot create a document based on a deleted template

0

Cannot create document

Error creating document based on the template

DOCGEN_ACCESS_ERROR

Access denied

No access to create the document

DOCGEN_LIMIT_ERROR

Maximum count of documents has been reached

Exceeded the limit of documents in the plan

0

Error getting next number

Failed to get the next document number from the number generator

100

Bitrix\DocumentGenerator\Template constructor must be public

Low-level error when calling without a valid templateId

0

Module documentgenerator is not installed

The documentgenerator module is not available

0

Template not found

Template with the specified templateId not found or unavailable

Statuses and System Error Codes

HTTP Status: 20x, 40x, 50x

The errors described below may occur when calling any method.

Status

Code
Error Message

Description

500

INTERNAL_SERVER_ERROR
Internal server error

An internal server error has occurred. Please contact the server administrator or Bitrix24 technical support

500

ERROR_UNEXPECTED_ANSWER
Server returned an unexpected response

An internal server error has occurred. Please contact the server administrator or Bitrix24 technical support

503

QUERY_LIMIT_EXCEEDED
Too many requests

The request intensity limit has been exceeded

405

ERROR_BATCH_METHOD_NOT_ALLOWED
Method is not allowed for batch usage

The current method is not permitted for calls using batch

400

ERROR_BATCH_LENGTH_EXCEEDED
Max batch length exceeded

The maximum length of parameters passed to the batch method has been exceeded

401

NO_AUTH_FOUND
Wrong authorization data

Invalid access token or webhook code

400

INVALID_REQUEST
Https required

The HTTPS protocol is required for method calls

503

OVERLOAD_LIMIT
REST API is blocked due to overload

The REST API is blocked due to overload. This is a manual individual block; please contact Bitrix24 technical support to lift it

403

ACCESS_DENIED
REST API is available only on commercial plans

The REST API is only available on commercial plans

403

INVALID_CREDENTIALS
Invalid request credentials

The user associated with the access token or webhook used to call the method lacks the necessary permissions

404

ERROR_MANIFEST_IS_NOT_AVAILABLE
Manifest is not available

The manifest is not available

403

insufficient_scope
The request requires higher privileges than provided by the webhook token

The request requires higher privileges than those provided by the webhook token

401

expired_token
The access token provided has expired

The provided access token has expired

403

user_access_error
The user does not have access to the application

The user does not have access to the application. This means that the application is installed, but the portal administrator has restricted access to this application to specific users only

500

PORTAL_DELETED
Portal was deleted

The public part of the site is closed. To open the public part of the site on an on-premise installation, disable the "Temporary closure of the public part of the site" option. Path to the setting: Desktop > Settings > Product Settings > Module Settings > Main Module > Temporary closure of the public part of the site

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