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This guide covers the full configuration of your Veles account. All settings described here are managed in the Admin Console, which is accessible to users with the Admin role.
Looking for the condensed version? The Quickstart walks through the minimum setup to get your first quote out the door.

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Company information

Navigate to Admin Console > Settings > Business. Enter your company’s trade name — this is the name used in customer-facing materials. It appears on the buyer web portal, transactional emails, and generated documents (proposals, order forms, contracts).
The trade name can be different from your legal name. For example, your trade name might be “Acme” while your legal entity is “Acme Software, Inc.” Both are stored separately.

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Brand identity

Your brand settings control the look and feel of every customer-facing output from Veles: quotes, proposals, the buyer web portal, emails, and generated PDFs. Upload your company logo. This is displayed on:
  • The buyer-facing web portal
  • Generated documents (proposals, order forms, contracts)
  • Transactional emails
Use a high-resolution image with a transparent background for best results. Veles supports PNG and JPEG formats. Do not use web files as they will cause your documents to error on export.

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Favicon

Upload a favicon for the buyer web portal. This is the small icon that appears in the browser tab when a buyer opens your quote link.

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Brand color

Set your primary brand color by entering a HEX code (e.g., #4F46E5). This color is used as the accent throughout documents and emails — buttons, headers, highlights, and other visual elements. Veles provides a live preview on the right side of the settings screen so you can see how your changes affect generated documents before saving.
Choose a brand color with strong contrast against white backgrounds. Very light colors may not render well on documents and email clients.

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Default settings

Beyond the core configuration above, there are several account-wide defaults worth setting before your team starts quoting.

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Currencies

Veles supports multi-currency pricing. Your base currency is determined by your company’s country (set during account creation). To add additional currencies for international deals, see Adding Currencies.

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Document templates

Veles generates proposals, order forms, and contracts using customizable HTML/CSS templates. Your brand identity settings (logo, color) are automatically applied, but you can further customize layouts and content. See Document Generation for template configuration.

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Approval workflows

If your organization requires deal approvals (e.g., for discounts above a threshold), configure approval chains before your team starts quoting. Approval routing is based on the user hierarchy you set up when adding users. See Approvals for configuration details.

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What’s next

Add your first product

Build your product catalog manually or import from Stripe.

Invite your team

Add users, assign roles, and configure the org hierarchy.

Connect your CRM

Set up bi-directional sync with Salesforce or HubSpot.

Configure pricing rules

Set up guardrails and approval logic before reps start quoting.