Quickstart

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.

This guide walks you through the five steps to go from a new Veles account to a live quote. You’ll set up your workspace, add a product, invite your team, connect your CRM, and create your first quote.

​

Prerequisites

You’ll need admin access to your Veles account. If you don’t have an account yet, sign up at app.getveles.com. If you plan to connect integrations during this quickstart, have your login credentials ready for any of the following: Salesforce, HubSpot, or Stripe.

---

​

Step 1: Configure your account

After signing in for the first time, head to the Admin Console to set up your workspace.

​

Company information

Enter your company’s trade name (the name used in customer-facing materials). This appears on quotes, proposals, and transactional emails.

​

Brand identity

Customize how your quotes and documents look:

1. Upload your company logo — this appears on quotes, proposals, and generated documents.
2. Upload a favicon for the buyer-facing web portal.
3. Set your primary brand color (HEX code). This is used as the accent color on documents and emails.

Veles shows a live preview on the right side of the screen as you make changes.

---

​

Step 2: Connect Stripe (optional)

If you use Stripe for billing and payment collection, connect it now. This unlocks two things: the ability to import your existing product catalog (saving you from manual data entry), and the ability to push committed orders to Stripe for invoicing.

1. In the Admin Console, go to Integrations > Stripe.
2. Click Connect. You’ll be redirected to Stripe’s login page.
3. Enter your Stripe credentials and authorize the connection.
4. Once complete, the Stripe status in Veles will show Active.

No API keys or webhooks to configure — the connection is handled through Stripe’s OAuth flow. Full Stripe integration guide →

---

​

Step 3: Add your first product

Before anyone can build a quote, you need at least one product in your catalog. There are two ways to do this:

​

Option A: Import from Stripe (fastest)

If you connected Stripe in the previous step, you can pull in your existing price book automatically. Go to Admin > Price Books > Import from Stripe and select the products you want to sync. SKUs and pricing structures will be imported directly.

​

Option B: Create a product manually

1. Go to Admin > Price Books > Products and click + New Product.
2. Enter a Product Name and a unique SKU.
3. Optionally assign a Category to organize the product in your catalog.
4. Set the product Status to Active so it’s available to sales reps.
5. Click Save.

​

Add a pricing plan

Once the product is created, you’ll be on the Product Details page. Click Add Pricing Plan to define how it’s priced:

1. Currency: Set the pricing currency.
2. Payment type: Choose Recurring (e.g., annual license) or One-time (e.g., implementation fee).
3. Pricing method: Select how the price is calculated:

4. Define your pricing tiers using the boundary table. Veles uses upper boundaries to set ranges and shows a live calculation preview as you build.
5. Configure rep permissions at the bottom of the plan: whether reps can edit list price, apply discounts, change quantities, or rename the product on customer-facing documents.

---

​

Step 4: Invite your team

Go to Admin Console > Access > Users and click + Add New User. For each team member, provide:

1. Name and email (required). The email becomes their login.
2. Manager (optional). Setting this enables approval routing — the manager is automatically flagged as the approver for that user’s quotes.
3. Role:

4. Filters (optional). Assign the user to segments (Enterprise, Mid-Market, SMB), regions (NA, EMEA, APAC), or custom verticals. Filters control which products and data a rep sees when building quotes.

Once added, the user receives an email invitation to join the platform. If you assigned a manager, the user is automatically placed in the org chart and included in relevant approval chains.

---

​

Step 5: Connect your CRM

Connecting your CRM lets Veles sync deal data bi-directionally — pulling in opportunities, accounts, and contacts, and pushing back quote and order data as deals progress.

---

​

Step 6: Create your first quote

Now that you have a product, a team, and a connected CRM, you’re ready to build your first quote.

1. From the main dashboard, click + New Quote.
2. Context block: Fill in the proposal name (e.g., “Acme Corp — Annual License”), select the Prepared By (you) and Prepared For (customer contact), and set the Issued On and Valid Through dates.
3. Add a Pricing Option block. This opens the Veles Calculator where you select products from your catalog, set quantities, and configure deal terms (contract length, payment schedule, ramp schedule).
4. Add a Terms block (optional). Insert predefined legal language or deal-specific terms directly into the proposal.
5. Add a Text block (optional). Use this for executive summaries, implementation scope, or other narrative content.
6. Preview the quote to see exactly what the buyer will see.
7. Send via the web portal, or generate a PDF document.

---

​

What’s next

You’ve got the basics running. Here’s where to go from here depending on what you need: