Support

Guides, and a person when you need one.

Short guides to the things people ask about most. If yours isn't here, write to us below and someone who builds Veew will answer.

Your first proposal, start to finish

Create a workspace, set up your brand, and send a proposal built from a real deal.

8 minRead

Create and edit a document

Proposals, sales decks and one-pagers: how to start one, and how the editor works.

8 minRead

Ask Veew: draft and revise with AI

One place to draft a document from the deal, or change it with an instruction; and what the AI never touches.

4 minRead

Templates: build one your team reuses

Create a template from a starting point or from a document, set what it asks for, lock what reps must not change.

7 minRead

Deals: the context every document is written from

Add a deal by hand or from HubSpot, attach call notes, keep contacts, and read the brief Veew builds.

6 minRead

Library: the proof Veew may cite

Case studies, testimonials and stats: how they get in, why approval matters, and how the AI uses them.

4 minRead

Brand, products, fields and your team

The Settings tabs an admin sets up once so every document and every rep starts from the same place.

6 minRead

Connect HubSpot and import deals

Pull the company, contacts, amount and line items from a HubSpot deal, and write engagement back.

5 minRead

Connect Salesforce and import opportunities

Pull the account, contact, amount and mapped fields from a Salesforce opportunity, and log activity back on it.

5 minRead

Connect Pipedrive and import deals

Pull the organization, person, value and mapped fields from a Pipedrive deal, and leave notes and Veew fields on it.

5 minRead

Bring in call notes from Granola or Fathom

Connect a notetaker so what was said on the call shapes what the proposal says.

4 minRead

Share, protect and track a document

Going live, links and PDFs, passwords and expiry, sending by email, and what Insights tells you.

6 minRead

Deal spaces: one link for the whole deal

Every document you publish for a deal lands on one page the buyer keeps coming back to.

3 minRead

Seats, plans and invoices

How seats follow your member list, how to change plan, and where invoices live.

4 minRead

Still stuck?

Get help from a person.

Tell us what you were trying to do and what happened. Include the document or deal name if there is one. We reply by email, usually within one business day, and the thread is kept so nobody has to repeat themselves.

Signed in? Open Help from your account menu inside Veew to see your requests and their replies. Or email support@veew.ai.

A person reads every message. No bots answer here.