From DM to Paid: Proposal & Invoice Workflow for Coaches
Turn Instagram and WhatsApp conversations into branded proposals and professional invoices — without Canva chaos, lost PDFs, or disconnected payment tracking.
The broken handoff
Most coaches close interest in DMs, then jump to Canva or Google Docs for a proposal, email a PDF, and invoice from a separate app. Context dies in the gaps. The prospect asks a question in Instagram while your invoice lives in another tab — and you re-explain the package from scratch.
One record from first message to paid
Link the DM thread to a client record. Build the proposal from templates with clear packages and terms. Share a tracked link. When they say yes, generate the invoice from the same record and share a professional PDF view link.
Payment can still happen on your UPI, bank, or card terms — Onevyu does not collect client invoice payments; it keeps the paperwork and status on the journey.
Follow-up that references the real package
If they viewed the proposal but went quiet, follow up naming the package and one objection-handler — not "just checking in." After payment, kick off delivery tasks on the same client profile.
Explore [proposals](/features/proposals) and [invoices](/features/invoices), or start the [5-day trial](https://onevyu.com/pricing).
Common questions
Does Onevyu process client payments?
No. Onevyu builds branded invoices and shareable PDF links. Clients pay you directly. Your Onevyu Pro subscription is billed separately via Paddle or Razorpay.
Can prospects open proposals on mobile?
Yes. Shareable proposal and invoice links are designed for mobile — which matters when the sale started in a DM app.