From the deal
Sales proposal
Products, quantities, prices, discounts, client and the validity period.
Deal → order → documents
One sale, without three manual copies
Products, quantities, prices and discounts move from the deal into the order. Your team then prepares a proposal, invoice and delivery note with company details and a client-ready PDF.
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
Every step has its own purpose. The manager deliberately advances the sale while the CRM carries the agreed product context forward.
- 1
Step 1
Deal
Record the customer, stage, owner, expected date and products with individual prices and discounts.
Sales proposal
- 2
Step 2
Order
Create an order from the deal: product lines and total move together while fulfilment gets its own operational status.
Operational sale
- 3
Step 3
Fulfilment
Prepare an invoice and delivery note from the order, then keep payment and shipment records on that same order.
Invoice + delivery note
Documents from one source
Each document belongs to a distinct moment in the sale
From the order
Invoice
Document number, seller and buyer, bank details, line items and total.
From the order
Delivery note
Names and quantities of delivered products without prices, confirming handover.
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.
- 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
What the CRM is responsible for
Obriym does
- Preserve product context across deal and order
- Generate 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
- Qualified e-signatures or formal EDI
- Automatic legal approval of commercial terms
Sales document questions
- Do deal products carry into the order?
- Yes. When a manager creates an order from a deal, the CRM carries product rows, quantity, price, discount and the calculated total. It is a deliberate manager action, not an automatic conversion of every deal.
- 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.
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Less copying, more control
Run the next sale as one connected process
Create a deal, add products and see how the agreed offer becomes an order and client documents without retyping.