Create a sales document
- Open SHVYA Sales, then Documents.
- Create a Quotation, Agreement or Invoice according to the permitted document type.
- Choose the CRM lead and approved template.
- Enter line items, prices, tax details, terms and any attachments.
- Preview the server-generated PDF and validate totals before sending.
- Send using the authorized email or WhatsApp option and inspect its delivery record.
Template branding
Authorized staff can configure Sales template branding and upload logo/signature images. In approved Superadmin MCP workflows, an eligible private Vault image can be copied into Sales-owned template storage; the customer-facing template never needs the private Vault object URL.
Templates and revisions
Manage reusable templates from Sales → Templates. Agreement revisions and document editing maintain a history of the sales record. Editing a rendered template should be verified in the PDF preview: the email/chat copy is not a substitute for correct document formatting.
Attachment safety
Only attach intended customer-facing files. Download access and document ownership remain organization-scoped. Avoid exposing provider tokens, private storage paths or unrelated lead documents.
Common issues
- PDF looks wrong: check template variables, escaping, amount formatting and current document revision.
- Template save fails: verify required fields and any unsupported placeholder.
- Email send fails: verify connected mailbox and sender rights.
- WhatsApp send fails: check selected pipeline-bound sender, template/window, provider account and receipt.