Veew + HubSpot

HubSpot proposal software that writes from the deal.

Your deal already knows the company, the contacts, and the number. Veew turns it into a personalized, on-brand HubSpot proposal or sales deck, and writes the engagement back to the deal.

Start free Setup guide

Deal in, document out

From HubSpot deal to sent proposal in minutes.

HubSpot deal

Northwind: Platform rollout

Company: Northwind Logistics
Contact: Dana Whitfield, VP Operations
Amount: $48,000 · 120 seats
Stage: Proposal

3 calls on the timeline · latest today

Northstar Software

September 2, 2026

Proposal

A plan to help Northwind Logistics move faster

Prepared exclusively for Northwind Logistics by Northstar Software.

Prepared for

Northwind Logistics

Prepared by

Alex Rivera, Account Executive · Northstar Software

Executive summary

Northwind Logistics is at a point where the current way of working is starting to cost more than it saves: in time, in missed opportunities, and in the effort it takes to keep everything moving.

This proposal outlines how Northstar Software will help your team get there faster: a focused rollout, measurable outcomes in the first 90 days, and pricing that scales with the value you see.

30 days

To first measurable win

90 days

Full rollout

1 partner

Dedicated to your success

Where Northwind Logistics is today

From our conversations, three things stood out.

Too much manual work

Your team spends hours each week on tasks that should be automatic. That time could go toward growth.

Fragmented tools

Information lives in several places, so decisions take longer and context gets lost between teams.

Hard to see what's working

Without a clear view of results, it's difficult to double down on what drives outcomes.

How Northstar Software will help

A single platform for the work, tuned to how Northwind Logistics operates.

Automate the routine

Replace repetitive steps with workflows that run themselves, so your team focuses on judgment calls.

One source of truth

Bring your data and processes together, with the integrations your team already relies on.

Clear, live visibility

Dashboards that answer the questions leadership actually asks, without a weekly reporting scramble.

Support that scales with you

Onboarding, training, and a named success partner from day one.

What it looks like day one

Built for the way your team already works

[Two or three sentences on what the day-one experience is like: what people see, what happens automatically, why adoption doesn't need a change-management project.]

Where the time goes

Today, and after the rollout we're proposing.

Manual reporting

Hours a week today

14 h

After rollout

Hours a week

3 h

Given back to the team

Hours a week

11 h

[Replace with the numbers from discovery — this section is worth more than the words around it.]

Proof it works

[Customer name]Logistics

Challenge

[The situation they were in. Ideally the same problem this prospect has.]

What we did

[What you rolled out and how, in one or two sentences.]

“[A short quote from the customer about the result or the experience.]”
— [Name, title]

[XX%]

[Result #1]

[X.X×]

[Result #2]

[X wks]

[Result #3]

Investment

Everything below, for your whole team.

Platform subscription

Everything below, for your whole team.

$48,000/yr

$48,000 first-year total

Platform access

For every seat on the team

Onboarding & training

Kickoff, configuration, and training sessions

Support

Named contact and agreed response times

Pricing valid for 30 days from the date above. Annual prepay available on request.

From signature to value

A phased plan so your team sees results early and often.

Week 1

Kickoff & setup

Goals, success metrics, admin setup, integrations connected.

Weeks 2–4

Pilot

One team live on the highest-value workflow. Weekly check-ins.

Weeks 5–10

Rollout

Expand team by team, training as we go. First outcomes reviewed.

Ongoing

Optimize

Quarterly reviews against the metrics we set together.

Your team at Northstar Software

The people who'll be in the room with you.

Alex Rivera

Account Executive

Your primary point of contact through the evaluation and beyond.

Next steps

Here's how we get started.

Confirm the package

Reply to this proposal or use the button below.

Kickoff call

We'll schedule a 45-minute kickoff within 5 business days.

Go live

Your pilot team is up and running by the end of week 2.

Let's get started

Questions? Reach Alex Rivera at alex@northstar.example.

Terms

This proposal is valid for 30 days. Subscription fees are billed monthly in advance unless otherwise agreed; one-time fees are invoiced at signature. Either party may terminate with 30 days' written notice at the end of the current term. Full terms of service apply.

Opens & section views written back to the deal

Pick the deal

Search any HubSpot deal: company, contacts, amount, and stage come with it. Nothing re-typed.

AI writes for the prospect

The narrative is built from the deal and your discovery notes, laid out in your brand, citing your approved proof.

Engagement flows back

Sends and acceptances land on the deal timeline, and views and status on the deal's Veew properties, so the team sees buyer interest where they already work.

More than quotes

When the deal needs selling, a quote isn't enough.

HubSpot Quotes confirms a price. A Veew proposal makes the case: their challenges, your approach, proof it works, and pricing framed around value, designed like your best work, not a template with a logo slot.

Executive summary from the buyer's own priorities
Case studies matched to their industry, from your approved library
Packages and line items from your pricing catalog
Trackable link plus a pixel-perfect PDF

Veew vs HubSpot Quotes, in depth →

Proposals

Personalized and priced, from the deal.

Sales decks

First-meeting and proposal decks from the same record.

One-pagers

Leave-behinds your champion forwards internally.

Better together

HubSpot for the pipeline. Your notetaker for the conversation.

Pair the HubSpot integration with Granola, Fathom, Fireflies, tl;dv, Avoma, or Read AI and proposals reflect both the record and the conversation: the deal data sets the frame, what the buyer said writes the story.

Built for teams selling on HubSpot: SaaS, agencies, consulting, and professional services.

Set up in minutes

Connect HubSpot and draft from your first deal.

Connect HubSpot
In Veew, go to Settings → Integrations and click Connect HubSpot. Choose your HubSpot account, review the permissions, and click Connect app. A workspace owner or admin does this once for everyone.
Map your fields
Veew starts you with company name, industry, and website, plus deal name, amount, and close date. Under Settings → Fields, pick the HubSpot deal, company, or contact property that fills each Veew field, custom properties included.
Add the Veew card to deal records
A HubSpot admin adds the Veew card from the Card library once, under Settings → Objects → Deals → Record Customization. Every deal then shows New proposal and New pitch deck buttons and lists its Veew documents.
Pick a deal and draft
Click New proposal on the card, or Import from HubSpot under Deals in Veew. The company, contacts, and mapped fields come with it, and Veew writes the first draft of an AI sales proposal, deck, or one-pager for you to review.

Every screen, permission, and troubleshooting step: HubSpot: install, connect and use.

Veew + HubSpot FAQ

How does Veew work with HubSpot?

Connect once, then pick any deal, in Veew or from the Veew card on the HubSpot deal record. The company, contacts, and deal data come into Veew automatically, the AI writes a proposal or deck for that prospect, and Veew writes back to the deal: a timeline note when a document is sent, accepted, commented on, or its form is answered, and the latest document's link, status, and views as Veew deal properties. The setup guide walks through connecting, mapping fields, and adding the deal card step by step.

Is Veew better than HubSpot Quotes?

They do different jobs. HubSpot Quotes is a fast line-item price sheet: great for renewals and transactional deals. Veew creates full proposals: narrative, case studies, design, and pricing together. Many teams use Quotes for simple deals and Veew when the deal has to be sold. See the full comparison at Veew vs HubSpot Quotes.

What HubSpot data does Veew use?

The deal's name, amount, close date, and stage, its company, up to ten of its contacts, plus the properties you map. Veew reads a deal only when you import it, start a document from it, or HubSpot reports a change to it; it doesn't copy your whole CRM. It writes back only timeline notes and its own Veew deal properties, and never changes your amount, stage, pipeline, owner, contacts, or anything you didn't map. The setup guide lists every permission and what it's for.

Do I need a specific HubSpot plan?

No. Veew works on every HubSpot edition, the free CRM included; there is no Sales Hub Enterprise requirement. To connect it you need to be a HubSpot Super Admin or have the App Marketplace access permission, and an owner or admin of your Veew workspace.

Which Veew plan do I need?

Importing HubSpot deals and the Veew card on deal records work on every Veew plan, Free included. Writing back to HubSpot, the timeline notes and the Veew deal properties, is part of Starter ($19 a month) and Team ($39 per seat a month).

What about meeting notes?

Connect a notetaker (Granola, Fathom, Fireflies, tl;dv, Avoma, or Read AI) and each call's notes file themselves on the matching HubSpot deal in Veew, so the proposal reflects both the CRM record and what was actually said.

One deal, with everything HubSpot sent.

The real deal page: the synced contact, the meeting notes from your notetaker, every document published for the deal, and the buyer's link. Nothing to set up.

Real productveew.ai · Deals · Northwind Logistics

Built for HubSpot teams

Your deals are ready. Your proposals aren't: yet.

Start free and generate a proposal from one of your real HubSpot deals in minutes.

Start free

14-day Team trial, no card required.