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Veles is a CPQ (Configure, Price, Quote) platform for B2B SaaS companies. It manages the full commercial lifecycle of a deal: product catalog, pricing logic, quoting, order execution, contract management, and renewals. Most revenue teams run this process across a patchwork of spreadsheets, CRM fields, Slack threads, and disconnected documents. Pricing strategy lives in one place, the quote lives in another, approvals happen over chat, and by the time a deal closes, Finance is reverse-engineering what was actually sold. Veles replaces that patchwork with a single system where every pricing decision, discount, and contract term is structured, governed, and connected to what comes next.

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The deal lifecycle in Veles

Every deal in Veles moves through three distinct layers, each with increasing commercial finality. This is the core mental model, and it maps to the three primary objects in the platform:
1

Commercial Intent (The Quote)

This is where deals are modeled. A Quote contains the products, pricing, terms, discount logic, and ramp schedules for a deal. Quotes support multiple pricing options (e.g., Option A: 1-year term vs. Option B: 3-year term) and can be structured into Phases — sequential time periods that define when specific commercial terms apply (e.g., Year 1 pricing vs. Year 2 pricing in a ramp deal).Quotes are mutable by design. They can be iterated on, sent through approval workflows, shared with buyers via a web portal, and revised until both sides agree. This is intentional: quotes do not trigger billing, provisioning, or revenue recognition. The system tolerates full mutability at this layer because no operational systems depend on it.
2

Executable Commitment (The Order)

When a Quote is accepted and promoted, it becomes an Order. Promotion is the inflection point where commercial modeling becomes a binding obligation. The system locks the Quote, materializes the final pricing into immutable execution fields, and enables downstream processes like billing and provisioning.Orders are immutable once activated. Every Order has a commercial classification — New Business, Amendment, Renewal, or Cancellation — which determines how it affects the Contract. The Order is authoritative for transactional history: it records exactly what was committed and when.
3

Durable Commercial State (The Contract)

The Contract represents what a customer is actually entitled to right now. It is not a snapshot of a single deal — it is the accumulated result of every Order activated over time.When a New Business Order activates, it creates the Contract. When an Amendment Order adds seats or products, the Contract is incrementally updated. When a Renewal Order applies an uplift, the Contract reflects the new terms. The Contract is never overwritten wholesale — it is mutated prospectively, preserving the history of every prior commitment.
Each layer has structural parity. Quotes contain Quote Phases and Quote Lines. When promoted, these become Order Phases and Order Lines, which in turn produce Contract Phases and Contract Lines. This parallel structure ensures that every commitment interval and line item is tracked cleanly from negotiation through execution. This three-layer model keeps your data clean. Pricing experimentation on quotes never affects entitlements. Financial systems operate on immutable order data. And amendments preserve historical pricing — they modify the contract prospectively without recomputing the past.

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Core modules

Veles is organized into modules that can be adopted incrementally. You don’t need to rip out your existing stack to start.

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Pricing & product catalog

Define your products with support for flat-rate, tiered, volume, usage-based, and ramp pricing models. Organize with categories and filters. Support multiple currencies. Changes to pricing logic propagate across the entire platform instantly. Learn more →

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Quoting engine (Calculator)

Build quotes with multiple pricing options, custom line items, block structures, and term configurations. Route quotes through configurable approval chains. Share interactive quotes with buyers through a branded web portal. Learn more →

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Rules & approvals

Configure pricing guardrails, validation rules, formula-driven fields, and approval workflows without writing code. If you’re migrating from Salesforce CPQ, Veles includes a guide for translating your existing rules. Learn more →

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Contract management

Track active contracts as a living ledger. Handle mid-term amendments, co-termination of add-ons, proration, and automated renewals with configurable uplift policies and generation windows. Learn more →

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Document generation

Auto-generate proposals, order forms, and contracts from quote data using customizable HTML/CSS templates. Brand every output with your colors, typography, and logos. Learn more →

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AI and the MCP server

Veles is built with an AI-native architecture. The platform exposes a native MCP (Model Context Protocol) server, which means AI agents and LLMs can interact with your CPQ data programmatically — reading products, creating quotes, updating line items, and executing pricing logic through structured tool calls. This is not a chatbot bolted onto an existing UI. The MCP server gives agents the same access to Veles data that a human user has, which means you can build workflows like:
  • An agent that takes a call transcript and generates a draft quote with the right products and pricing
  • A workflow that monitors renewal dates and pre-builds renewal quotes with configurable uplift
  • A pipeline that chains Veles with your CRM and document tools to go from discovery call to signed proposal with minimal manual intervention
If you’re building AI-powered sales workflows, the MCP server is the integration point.

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How Veles fits in your stack

Veles sits between your CRM and your billing/finance systems. It’s the layer where pricing decisions get made, quotes get structured, and commercial terms get locked down before anything flows to invoicing or revenue recognition. 
CRM (Salesforce / HubSpot)
        ↓ Opportunity data
      Veles
   Quote → Order → Contract
        ↓ Committed order data
Billing (Stripe) / ERP (NetSuite)
Veles integrates bi-directionally with Salesforce and HubSpot, and connects to Stripe for billing and payment collection. Additional integrations include Gong, Google Drive, Calendly, and Loom. See all integrations →

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Security and access control

Veles supports SAML 2.0 SSO (Okta, Azure AD), encrypts data at rest (AES-256) and in transit (TLS 1.2+), and offers single-tenant architecture for Enterprise deployments. Access is managed through role-based permissions: Admins have full configuration access, Members can create and edit quotes, and Viewers get read-only access to commercial data.

Quickstart

Set up your account, add your first product, connect your CRM, and generate a quote.

Pricing Models

Understand the pricing structures Veles supports: flat, tiered, volume, usage, and ramp.

Rules & Approvals

Configure the guardrails and approval logic that govern your quoting process.

Integrations

Connect Veles to Salesforce, HubSpot, Stripe, Gong, and more.