> ## 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.

# Quickstart

> Go from a new Veles account to your first quote in under 30 minutes.

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](https://app.getveles.com).

If you plan to connect integrations during this quickstart, have your login credentials ready for any of the following: Salesforce or HubSpot.

***

## 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: Add your first product

Before anyone can build a quote, you need at least one product in your catalog.

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:

| Method | How it works |
| - | - |
| **Flat Fee** | Fixed price regardless of quantity. |
| **Volume Lookup** | All units priced at the tier reached. |
| **Graduated Lookup** | Units priced progressively by tier. |
| **Stair-step Lookup** | Price increases in defined blocks. |
| **Percentage Of** | Calculated as a % of another value. |

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.

> [!TIP]
>
> For your first product, start simple: a flat-fee recurring product with a single pricing tier. You can always add complexity later. See the full [Creating a Product](/get-started/pricing-and-packaging/creating-a-product.md) guide for advanced configuration.

***

## Step 3: 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:**

| Role | Access |
| - | - |
| **Admin** | Full access to Admin Console, price books, settings, and all quotes. |
| **Member** | Can create and edit quotes, link CRM opportunities, and present pricing. Cannot change global pricing or settings. |
| **Viewer** | Read-only access to quotes and dashboards. |

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.

> [!TIP]
>
> You can view a visual org chart of your team's reporting structure by clicking the **Org Chart** toggle at the top of the Users table.

***

## Step 4: Connect your CRM

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

**Salesforce**

Veles integrates with Salesforce through a managed package that supports bi-directional sync. Quotes, orders, and contracts map to your existing Salesforce objects.

1. In the Admin Console, go to **Integrations > Salesforce**.
2. Follow the guided setup to install the Veles managed package in your Salesforce org.
3. Authorize the connection and configure field mappings.

[Full Salesforce setup guide →](/get-started/integrations/salesforce.md)

**HubSpot**

Veles integrates natively with HubSpot CRM, syncing deals and companies.

1. In the Admin Console, go to **Integrations > HubSpot**.
2. Click **Connect** and authorize Veles in your HubSpot account.
3. Configure which deal properties sync between the two platforms.

[Full HubSpot setup guide →](/get-started/integrations/hubspot.md)

***

## Step 5: 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.

> [!TIP]
>
> Quotes support multiple **Pricing Options** on a single proposal (e.g., Option A: 1-year term, Option B: 3-year term). Add additional Pricing Option blocks to give your buyer choices without creating separate quotes.

***

## What's next

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

> **[Pricing models](/get-started/pricing-and-packaging/pricing-models.md)**
>
> Set up tiered, volume, usage-based, and ramp pricing structures.

> **[Rules & approvals](/get-started/rules-and-approval/learn-the-basics.md)**
>
> Build pricing guardrails, validation rules, and approval workflows.

> **[Contract management](/get-started/contract-management/overview.md)**
>
> Track active contracts, handle amendments, and automate renewals.

> **[Document generation](/get-started/document-generation/overview.md)**
>
> Customize proposal and contract templates with your branding.


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