Sales proposal
From a lead, deal, order or scratch
A saved buyer and item snapshot with validity period and explicit acceptance status.
Lead → proposal → order
Every document is a saved snapshot, not a live link that can change later.
Prepare a saved proposal before the order exists, issue an invoice from the same customer context, and create a delivery note from the operational order.
SALES PROPOSAL
Valid for 30 days
Client
Example Ltd
Luna leather bag
10 × €58
€580
Personalisation
10 × €4
€40
Total€620
PDF · Email · Secure link
Continuous context
The sale moves forward without restarting the data
Start from a lead, deal, order or a standalone document. Linked CRM company and contact details prefill where available, each document keeps its own snapshot, and the manager deliberately advances the sale.
- Step 1
Lead or deal
Use existing customer context or begin with a standalone proposal; add catalog products or explicit custom lines.
Draft proposal
- Step 2
Proposal
Issue, email and track a saved client-facing snapshot. An accepted proposal can create one pending order.
Accepted terms
- Step 3
Order and fulfilment
Run payment, shipment and return operations on the order; prepare the invoice and order-only delivery note without copying its lines.
Invoice + delivery note
Documents from one source
Each document belongs to a distinct moment in the sale
Invoice
From a lead, deal, order or scratch
Its own number, seller and buyer snapshots, bank details, line items, total and an online payment link.
Delivery note
From the order
Names and quantities of delivered products without prices, confirming handover.
Act of completed work
From a deal, order or scratch
Confirms finished work or services, without payment bank details.
Contract
From an accepted proposal or a template
A prose document with the parties' details filled in; templates are saved separately and reused.
The customer gets a finished PDF; your team keeps the context
The document is sent in a branded email as a PDF attachment. A protected public link also lets the customer view it online without signing in to the CRM.
- A document hub separates proposals, invoices, orders and delivery notes with status, date and search filters
- Each order opens its one active invoice and delivery note instead of generating duplicate documents
- Saved CRM companies and contacts are searchable while preparing a document
- Cyrillic-safe generated PDFs
- Seller requisites from workspace settings
- Recipient email prefilled from the linked contact
- CRM document routes stay manager-only; public viewing uses a separate protected link
- Document number and format for each document type are configurable in Settings → Numbering
What the CRM is responsible for
Obriym does
- Preserve document snapshots across lead, deal and order
- Generate and track proposal, invoice and delivery note
- Email a client-ready PDF
- Track order, payment and shipment statuses
Obriym does not replace
- Your accounting and tax system
- Fiscal receipts or cash-register compliance
- Does not sign for you: the counterparty signs in Vchasno (beta) or in the portal; Obriym prepares, sends and stores the signed original.
- Automatic legal approval of commercial terms
Sales document questions
- Do deal products carry into the order?
- Yes. Deal products prefill a proposal, and an accepted saved proposal can create one pending order with the same product rows, quantities, prices, discounts and total. The manager confirms both transitions.
- Can I email an invoice or proposal?
- Yes. From the document view you can send a branded email with a PDF attachment and a protected link for online viewing.
- Where do seller details come from?
- The workspace owner adds company name, registration or tax ID, address, IBAN, bank, phone and email in settings. If they are missing, the document view tells the user exactly where to add them.
- Is the invoice a fiscal document?
- No. It is an operational PDF for client communication. Obriym does not perform fiscalisation or replace a cash register, accounting package or electronic document exchange.
Less copying, more control
Run the next sale as one connected process
Start from a lead or a standalone proposal, add products and see how accepted terms become an order and client documents without retyping.