What makes Veles different
AI-native architecture. Veles is built with an MCP (Model Context Protocol) server, which means AI agents and LLMs can read, create, and modify quotes, products, and pricing programmatically. Your team can build agent workflows that go from a call transcript to a finished proposal without touching the UI. One data model, no schema bloat. Veles uses a compact object model with three clear stages — Quotes, Orders, and Contracts — so your data stays clean as deals move through the pipeline. Rules that actually work. Pricing rules, validation rules, formula rules, and approval flows are all configured in-app with no code. If you’re migrating from Salesforce CPQ, there’s a dedicated guide for translating your existing rules.Choose your path
RevOps & Sales Teams
Set up your account, configure your product catalog, build pricing logic, and start generating quotes. The Quickstart gets you from zero to first deal.
Developers & Integrations
Connect Veles to your CRM, Stripe, and other tools. Use the MCP server to build AI-powered deal workflows on top of Veles data.
Core capabilities
Pricing & product catalog
Define your products, pricing models (flat, tiered, volume, usage-based), currencies, and packaging. Use product categories and filters to keep large catalogs manageable for your sales team. Go to Pricing & Packaging →Quoting
Build quotes with multiple pricing options, custom terms, ramp schedules, and discount logic. Share interactive quotes via a web portal, route them through approvals, and generate branded documents. Go to the Calculator →Rules & approvals
Set up pricing guardrails, validation rules, formula-driven fields, and multi-step approval chains. No code required — rules are configured through the UI and enforced automatically. Go to Rules & Approvals →Contract management
Track active contracts as a living ledger. Handle amendments, co-termination, proration, and automated renewals with configurable uplift policies. Go to Contract Management →Document generation
Auto-generate proposals, order forms, and contracts from quote data using HTML/CSS templates. Output to PDF or integrate with Google Drive for e-signature workflows. Go to Document Generation →Integrations
Salesforce
Managed package with bi-directional sync.
HubSpot
Native CRM integration.
Stripe
Billing and payment collection.
Gong
Call recording sync.
Google Drive
Docs, Slides, and e-sign.
Calendly
Scheduling integration.
For developers: the Veles MCP server
Veles exposes a native MCP server that lets AI agents and LLMs interact with your CPQ data directly. This means you can:- Query products, quotes, customers, and contracts programmatically
- Create and update quotes, line items, and pricing options through tool calls
- Build agent workflows that chain Veles actions with other MCP-compatible tools (CRMs, document generators, communication platforms)