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.
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Your first proposal, start to finish
Create a workspace, set up your brand, and send a proposal built from a real deal.
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.
Brand kits and custom fonts
Set your logo, colors and type once, add a kit for each sub-brand or region, and upload your own fonts.
Create documents
Create and edit a document
Proposals, sales decks and one-pagers: how to start one, and how the editor works.
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.
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.
Import a proposal from Word or PDF
Turn a proposal you already send into a Veew document or a reusable template, with your words and prices kept as they are.
Library: the proof Veew may cite
Case studies, testimonials and stats: how they get in, why approval matters, and how the AI uses them.
Deals and sharing
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.
Share, protect and track a document
Going live, links and PDFs, passwords and expiry, sending by email, and what Insights tells you.
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.
Take payment when a buyer accepts
Add a button that opens your own payment page the moment a buyer accepts a proposal.
Buyer questions and AI-drafted replies
Buyers ask questions on your document or deal space; you're told, you reply from Veew, and AI can write the first draft.
Reminders and follow-ups
Automatic reminders to buyers who go quiet, an AI-drafted follow-up email, and alerts that tell you when to send one.
Reports and the weekly digest
See how the team's documents are doing and which templates win, and get a Monday email with the week's numbers.
CRM integrations
HubSpot: install, connect and use
Install the Veew app for HubSpot, connect your account, map fields, add the Veew card to deals, and what disconnecting or uninstalling does to your data.
Salesforce: connect, import and write back
Connect your Salesforce org, map fields, import opportunities, see what Veew writes back, and what disconnecting or revoking access does to your data.
Pipedrive: connect, import and write back
Connect your Pipedrive company, map fields, import deals, see what Veew writes back, and what disconnecting or uninstalling does to your data.
Attio: connect, import and write back
Connect your Attio workspace, map attributes, import deals, see what Veew writes back, and what disconnecting or uninstalling does to your data.
Call notes
Bring in call notes from Granola, Fathom, Fireflies, tl;dv, Avoma, or Read AI
Connect a notetaker so what was said on the call shapes what the proposal says.
Connect Fireflies and point it at Veew
Your Fireflies API key gets the calls in; a webhook address pasted into Fireflies makes each new summary arrive the moment it is written.
Connect tl;dv and point it at Veew
Your tl;dv API key gets the calls in; a webhook you create in tl;dv makes each new set of notes arrive the moment it is written.
Connect Avoma
An Avoma API key scoped to you gets your calls in; Veew registers its own webhook so each new set of notes arrives the moment Avoma finishes it.
Connect Read AI
Sign in to Read from Veew and your meeting reports come in; on Read's Pro plans, a webhook you create in Read makes each new report arrive the moment it is written.
Other integrations
Connect Claude, ChatGPT and other AI apps
Add Veew to your AI assistant as a connector, then ask it for proposals: it files the deal and notes, and Veew writes an on-brand draft for you to review.
Get Slack alerts for opens, accepts and questions
Post buyer activity to a Slack channel your team already watches, with a workspace default and an optional channel per deal.
Use the API, webhooks and Zapier
Create API keys for the REST API and Zapier, send signed webhooks to your own systems, and see every delivery.
Account and billing
Trial, plans, seats and invoices
The 14-day Team trial, how seats follow your member list, how to change plan, and where invoices live.
Export, delete or hand over a workspace
Download everything in your workspace, give it to someone else, leave it, delete it, or delete your own account.
Security and data
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.