> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getveles.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

> Veles is an AI-native CPQ platform that handles pricing, quoting, orders, and contracts for B2B SaaS teams.

Veles is a Configure, Price, Quote (CPQ) platform built for modern B2B SaaS revenue teams. It manages the full lifecycle of a deal -- from product catalog and pricing logic through quoting, order execution, contract management, and renewal -- in a single system.

Veles connects your CRM (Salesforce or HubSpot), your billing system (Stripe), and your document workflows so that pricing decisions made in a quote propagate cleanly through to invoicing and revenue recognition, without manual handoffs or spreadsheet side-channels.

## What makes Veles different

**AI-native architecture.** Veles is built with an [MCP (Model Context Protocol) server](/mcp), 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](/get-started/rules-and-approval/translating-sfdc-rules-to-veles).

## Choose your path

<CardGroup cols={2}>
  <Card title="RevOps & Sales Teams" icon="gear" href="/get-started/quickstart/quickstart">
    Set up your account, configure your product catalog, build pricing logic, and start generating quotes. The Quickstart gets you from zero to first deal.
  </Card>

  <Card title="Developers & Integrations" icon="code" href="/get-started/integrations/hubspot">
    Connect Veles to your CRM, Stripe, and other tools. Use the MCP server to build AI-powered deal workflows on top of Veles data.
  </Card>
</CardGroup>

## 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 →](/get-started/pricing-and-packaging/overview)

### 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 →](/get-started/calculator/quote-options)

### 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 →](/get-started/rules-and-approval/learn-the-basics)

### 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 →](/get-started/contract-management/overview)

### 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 →](/get-started/document-generation)

### Integrations

<CardGroup cols={3}>
  <Card title="Salesforce" icon="cloud" href="/get-started/integrations/salesforce">
    Managed package with bi-directional sync.
  </Card>

  <Card title="HubSpot" icon="hubspot" href="/get-started/integrations/hubspot">
    Native CRM integration.
  </Card>

  <Card title="Stripe" icon="stripe" href="/get-started/integrations/stripe">
    Billing and payment collection.
  </Card>

  <Card title="Gong" icon="microphone" href="/get-started/integrations/gong">
    Call recording sync.
  </Card>

  <Card title="Google Drive" icon="google-drive" href="/get-started/integrations/google-drive">
    Docs, Slides, and e-sign.
  </Card>

  <Card title="Calendly" icon="calendar" href="/get-started/integrations/calendly">
    Scheduling integration.
  </Card>
</CardGroup>

## For developers: the Veles MCP server

Veles exposes a native [MCP server](get-started/veles-mcp) 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)

If you're building AI-powered sales workflows — like turning a Gong transcript into a draft proposal — the MCP server is where you start.

## Object Manager

For power users and admins: the [Object Manager](/object-manager/objects/customer) gives you direct access to customize the underlying data model. Define custom fields, adjust object relationships, and configure the metadata that drives Veles behavior across your instance.