Veew + Salesforce
Salesforce proposal software that writes from the opportunity.
Your opportunity already knows the account, the contact, and the number. Veew turns it into a personalized, on-brand Salesforce proposal or sales deck, and logs the engagement back on the opportunity.
Opportunity in, document out
From Salesforce opportunity to sent proposal in minutes.
- Company
- Northwind Logistics
- Contact
- Dana Whitfield, VP Operations
- Amount
- $48,000 · 120 seats
- Stage
- Proposal
Pick the opportunity
Search any opportunity: account, primary contact, amount, and stage come with it. Standard and custom fields map to your proposal fields.
AI writes for the prospect
The narrative is built from the opportunity and your discovery notes, laid out in your brand, citing your approved proof.
Activity flows back
Sends and accepts land as completed tasks on the opportunity, and four Veew fields keep the latest document, its status, and its reads in view.
Reads a little, writes less
Your pipeline stays yours.
Veew reads the fields you map and writes only its own: a task in the activity timeline and four custom fields on the opportunity. Amount, Stage, Close Date, and your contacts are never touched. No managed package, nothing installed in your org, and any admin can revoke the connection from Setup.
- OAuth 2.0 connected app with PKCE, revocable from Connected Apps OAuth Usage
- Map any standard or custom field on Opportunity, Account, and Contact
- Your local edits survive a refresh from Salesforce
- Works with Developer Edition orgs, so you can try it before rolling it out
Needs a Salesforce edition with API access.
Better together
Salesforce for the pipeline. Your notetaker for the conversation.
Pair the Salesforce integration with Granola, Fathom, Fireflies, tl;dv, Avoma, or Read AI meeting notes and proposals reflect both the record and the conversation: the opportunity sets the frame, what the buyer said writes the story.
Set up in minutes
Connect Salesforce and draft from your first opportunity.
Connect Salesforce
In Veew, go to Settings → Integrations and click Connect Salesforce. Sign in (choose Use Custom Domain if your company has one), review the access, and click Allow. A workspace owner or admin does this once for everyone.
Let Veew add its fields
If you connected as a System Administrator, Veew adds its four fields to Opportunity a moment later. If not, tasks still log, and an admin adds the fields once by hand.
Map your fields
Veew starts you with the account's Name, Industry, and Website, plus the opportunity's Name, Amount, and Close Date. Under Settings → Fields, pick any standard or custom Opportunity, Account, or Contact field for each Veew field.
Import an opportunity and draft
Under Deals, click Import from Salesforce and search by opportunity or account name. The account, contact roles, 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: Salesforce: connect, import and write back.
Veew + Salesforce FAQ
How does Veew work with Salesforce?
Connect once with a Salesforce login that has API access, then pick any opportunity. The account, the contact roles, and the opportunity data come into Veew automatically, the AI writes a proposal or deck for that prospect, and when the buyer acts on it Veew logs a completed task on the opportunity and keeps four "Veew" fields on it current: the latest document, its status, when it was last read, and how many times.
What does Veew write to Salesforce?
A completed task on the opportunity when a document is sent, accepted, commented on by the buyer, or its form is answered, and its own four custom fields on the Opportunity. It never edits Amount, Stage, Close Date, owner, contacts, or any field you mapped. Veew creates the four fields for you when the connecting user can customize objects; otherwise your admin adds them once and Veew picks them up.
What Salesforce data does Veew read?
The opportunity, its account, and its contact roles: up to ten people, primary first, with name, title, and email. Which other fields come across is up to you: standard and custom fields on Opportunity, Account, and Contact can be mapped to Veew fields under Settings → Fields. Veew reads an opportunity only when you import it, refresh it, or start a document from it; it doesn't copy your whole org.
Do I need a particular Salesforce edition?
Any edition with API access: Enterprise, Unlimited, Performance, Developer, and Professional with the API add-on. Starter (formerly Essentials) and Professional without the add-on don't expose the API, so Veew can't connect to them.
Is this a managed package?
No. Veew is a connected app: nothing is installed in your org, and connecting is an OAuth sign-in that any admin can revoke from Setup → Connected Apps OAuth Usage.
Which Veew plan do I need?
Connecting Salesforce and importing opportunities work on every Veew plan, Free included. Writing back to Salesforce, the tasks and the four Veew fields, 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 deal in Veew, so the proposal reflects both the Salesforce record and what was actually said.
- How to create proposals from Salesforce opportunities: 3 ways, compared
Salesforce Quotes and CPQ, proposal software with merge fields, and deal-aware AI: what each builds from an opportunity, and when each is the right call.
- From call notes to proposal: what to do with the summary your notetaker just wrote
Fathom, Fireflies, Otter, Read AI, and Granola capture the call. Here's how to get from the summary to a proposal: what to extract, where it goes, and how to automate it.
What lands in Veew
One deal, with everything Salesforce 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.
Built for Salesforce teams
Your opportunities are ready. Your proposals aren't: yet.
Start free and generate a proposal from one of your real Salesforce opportunities in minutes.
14-day Team trial, no card required.