# Veles Docs > Get in and Get started ## Docs - [Approvals](https://docs.getveles.com/get-started/calculator/approvals.md): Configure multi-tiered approval workflows that route deals to the right stakeholders based on the rules triggered during quoting. - [Display Options](https://docs.getveles.com/get-started/calculator/quote-display-options.md): Control what pricing detail buyers see on proposals: line items, totals, grouping, PDF layout, and portal customization. - [Quote Lines](https://docs.getveles.com/get-started/calculator/quote-line.md): Understand the line item on a quote: what data it contains, how pricing is calculated, and how lines carry through to Orders and Contracts. - [Quote](https://docs.getveles.com/get-started/calculator/quote-options.md): Understand how quotes work in Veles: the block-based structure, pricing options, CRM sync, versioning, and the path from draft to buyer. - [Quote Phases](https://docs.getveles.com/get-started/calculator/quote-phase.md): Structure deals into sequential time periods with distinct pricing, quantities, and terms using Quote Phases. - [Terms](https://docs.getveles.com/get-started/calculator/terms.md): Manage pre-approved legal clauses that reps can add to quotes during negotiation, protecting margins while accelerating deal cycles. - [Web Portal](https://docs.getveles.com/get-started/calculator/web-portal.md): Share interactive, branded proposals with buyers and track engagement in real time. - [Contract Line](https://docs.getveles.com/get-started/contract-management/contract-line.md): Understand Contract Lines: the product-level entitlements that define what a customer is paying for and entitled to receive. - [Contract Phase](https://docs.getveles.com/get-started/contract-management/contract-phase.md): Understand Contract Phases: the durable commitment intervals that represent the current and historical state of a customer agreement. - [Creating a Contract](https://docs.getveles.com/get-started/contract-management/creating-a-contract-manually.md): Manually create contracts in Veles for backfilling existing agreements or recording deals that originated outside the quoting workflow. - [Contract Overview](https://docs.getveles.com/get-started/contract-management/overview.md): Understand how Veles manages contracts as durable commercial state: the cumulative result of every order activated over time. - [Renewal Reporting](https://docs.getveles.com/get-started/contract-management/renewal-reporting.md): Track upcoming contract renewals and expirations from the Renewals dashboard: filter by window, owner, and ARR at risk. - [Document Generation](https://docs.getveles.com/get-started/document-generation/overview.md): Generate branded proposals, order forms, and contracts from quote data using DOCX or Google Docs/Slides templates with dynamic merge fields. - [HubSpot](https://docs.getveles.com/get-started/integrations/hubspot.md): Connect Veles to HubSpot: authentication, company sync, deal linking, and pushing quotes back to HubSpot. - [Salesforce](https://docs.getveles.com/get-started/integrations/salesforce.md): Connect Veles to Salesforce: authentication, environment configuration, field mapping across proposals, products, companies, and users. - [Stripe](https://docs.getveles.com/get-started/integrations/stripe.md): Connect Veles to Stripe: sync customers, match and import products, manage billing data, and review unmatched records. - [Overview](https://docs.getveles.com/get-started/overview.md): Veles is an AI-native CPQ platform that handles pricing, quoting, orders, and contracts for B2B SaaS teams. - [Creating a Product](https://docs.getveles.com/get-started/pricing-and-packaging/creating-a-product.md): Full reference for creating and configuring products in Veles: pricing plans, components, tiers, lookup drivers, rep permissions, and multi-currency support. - [Data Sheets](https://docs.getveles.com/get-started/pricing-and-packaging/data-sheets.md): Upload reference tables that the Veles pricing engine can query at quoting time for dynamic pricing, discounts, and validation logic. - [Pricing & Packaging](https://docs.getveles.com/get-started/pricing-and-packaging/overview.md): Understand the building blocks of your Veles price book: products, pricing models, categories, rules, data sheets, and more. - [Pricing Models](https://docs.getveles.com/get-started/pricing-and-packaging/pricing-models.md): Understand how each pricing method in Veles calculates price from quantity: flat fee, volume, graduated, stair-step, and percentage of. - [Product Custom Fields](https://docs.getveles.com/get-started/pricing-and-packaging/product.md): Add custom fields to products through the Object Explorer -- create them manually in Veles or pull them in from your CRM. - [Product Categories](https://docs.getveles.com/get-started/pricing-and-packaging/product-categories.md): Organize your product catalog into logical groups that control catalog navigation, reporting, and rule logic. - [Product Filters](https://docs.getveles.com/get-started/pricing-and-packaging/product-filters.md): Control which products reps see during quoting by matching user attributes or CRM fields against product fields. - [Units of Measure](https://docs.getveles.com/get-started/pricing-and-packaging/units-of-measure.md): Define the inputs that drive pricing calculations: what's being counted, how it's labeled, and how it scales. - [Account Setup](https://docs.getveles.com/get-started/quickstart/account-setup.md): Configure your Veles workspace: company details, branding, billing information, payment methods, and default settings. - [Adding a Product](https://docs.getveles.com/get-started/quickstart/adding-a-product.md): Add products to your Veles catalog manually or by importing from Stripe, then configure pricing plans and rep permissions. - [Adding Users](https://docs.getveles.com/get-started/quickstart/adding-users.md): Add team members to Veles, assign roles and permissions, configure the org hierarchy, and control product visibility with filters. - [Connect your CRM](https://docs.getveles.com/get-started/quickstart/connect-your-crm.md): Set up bi-directional sync between Veles and your CRM so deal data flows automatically between systems. - [Connect your Stripe Account](https://docs.getveles.com/get-started/quickstart/connect-your-stripe-account.md): Connect Stripe to Veles to import your product catalog, collect payments, and orchestrate billing from committed orders. - [Quickstart](https://docs.getveles.com/get-started/quickstart/quickstart.md): Go from a new Veles account to your first quote in under 30 minutes. - [Formula Rules](https://docs.getveles.com/get-started/rules-and-approval/formula-rules.md): Build complex pricing and validation logic using the Veles formula engine: variables, control flow, list processing, and Data Sheet lookups. - [Getting Started with Rules](https://docs.getveles.com/get-started/rules-and-approval/learn-the-basics.md): Understand the rules engine in Veles: how to build pricing guardrails, validation logic, and approval triggers that govern your quoting process. - [Pricing Rules](https://docs.getveles.com/get-started/rules-and-approval/pricing-rules.md): Automatically adjust pricing based on deal conditions: bundle discounts, volume incentives, currency adjustments, and data-sheet-driven markups. - [Quote Validation Rules](https://docs.getveles.com/get-started/rules-and-approval/quote-validation.md): Enforce deal-level guardrails that evaluate the entire Pricing Option: discount limits, required products, billing constraints, and approval triggers. - [Row Validation Rules](https://docs.getveles.com/get-started/rules-and-approval/rwo-validation.md): Enforce line-item-level guardrails that evaluate individual products on a quote: discount caps, price floors, quantity minimums, and product-specific approvals. - [Translating SFDC Rules to Veles](https://docs.getveles.com/get-started/rules-and-approval/translating-sfdc-rules-to-veles.md): Migrate your Salesforce CPQ rules to Veles: understand how SFDC rule types map to Veles, review your existing rules, and build equivalents. - [MCP Server](https://docs.getveles.com/get-started/veles-mcp.md): Connect Veles to AI assistants like Claude, Cursor, and Windsurf using the Model Context Protocol. - [What is Veles?](https://docs.getveles.com/get-started/whatisveles.md): Understand the problem Veles solves, the core data model, and how it fits into your revenue stack. - [Order Overview](https://docs.getveles.com/orders/order.md): Understand how Orders work in Veles: the executable commitment layer between quoting and contract management. - [Order Line](https://docs.getveles.com/orders/order-line.md): Understand Order Lines: the immutable, executable units of commercial obligation that drive billing and contract mutation. - [Order Phase](https://docs.getveles.com/orders/order-phase.md): Understand Order Phases: the binding commitment intervals that carry forward from Quote Phases and produce Contract Phases. ## OpenAPI Specs - [openapi](https://docs.getveles.com/api-reference/openapi.json) ## Optional - [App](https://app.getveles.com) - [Blog](https://getveles.com/blog)