See what's possible with workflow templates that connect your call recorder, usage platform, CRM, and Veles MCP into fully autonomous quoting pipelines. Pick a template, wire it up, go live.
From a first discovery call to a signed contract — qualify the opportunity, match products, build pricing, generate the proposal, and get it in the buyer’s hands. All autonomous.
From a first discovery call to a polished proposal in your buyer’s inbox. The agent does the quoting — your reps just review and close.
Your agent receives the transcript from a call recording tool — Gong, Granola, Fireflies, or any source with an MCP server or webhook. It parses the conversation for product mentions, pricing signals, and deal context.
Your agent receives the transcript from a call recording tool — Gong, Granola, Fireflies, or any source with an MCP server or webhook. It parses the conversation for product mentions, pricing signals, and deal context.
The agent evaluates the call against your quoting criteria — budget discussed, decision-maker present, timeline mentioned, product fit. If it doesn’t qualify, it logs the reason and stops. No wasted cycles.
The agent calls Veles MCP to check whether the products mentioned in the call exist in your catalog. If they don’t match exactly, it identifies the closest products and recommends the right SKUs.
The agent calls Veles MCP to check whether the products mentioned in the call exist in your catalog. If they don’t match exactly, it identifies the closest products and recommends the right SKUs.
Using the matched products, the agent creates a proposal in Veles with one or more quote options — annual vs. multi-year, different tiers, volume discounts. It structures the deal exactly how your pricing model works.
The proposal lands in the rep’s queue with full context — call summary, qualification reasoning, and product selections. The rep opens Veles, tweaks pricing if needed, and approves. Humans stay in the loop where it matters.
The proposal lands in the rep’s queue with full context — call summary, qualification reasoning, and product selections. The rep opens Veles, tweaks pricing if needed, and approves. Humans stay in the loop where it matters.
Once approved, the rep publishes the proposal in Veles. This locks the pricing, generates a shareable link, and marks the proposal as ready for document generation.
With the proposal published, an agent uses Claude’s Skills, Gamma MCP, or any document tool to generate a polished proposal deck or PDF — branded, formatted, ready to send. The buyer gets a professional document minutes after the call.
With the proposal published, an agent uses Claude’s Skills, Gamma MCP, or any document tool to generate a polished proposal deck or PDF — branded, formatted, ready to send. The buyer gets a professional document minutes after the call.
