What SHVYA Sales includes
SHVYA Sales is the document workspace at Dashboard → Sales. It supports quotations, agreements and invoices, reusable templates, PDF generation, selected delivery channels and post-sale payment lifecycle actions.
Before creating a document
- Confirm the organization and relevant CRM lead.
- Set up your company identity, sender information and any available document settings.
- Check tax, currency, payment instructions, terms and line items using your own approved figures.
- Choose a suitable organization-owned template.
Typical sales journey
- Prepare a quotation linked to a lead.
- Revise or finalize an agreement when terms are accepted.
- Issue an invoice with correct totals and due dates.
- Deliver the document through an eligible connected email or WhatsApp channel.
- Review payment, credit and refund history through the supported Sales actions.
Important boundaries
A saved draft, generated PDF, queued send and actual recipient delivery are separate states. The CRM lead remains organization-scoped and does not automatically gain permission to receive a WhatsApp free-form message outside the Meta service window.