AI proposals, sales decks & deal spaces

Turn every sales call into content that wins the deal.

Veew uses your CRM and call notes to create personalized, on-brand proposals, sales decks, and one-pagers in minutes, then brings everything together in one branded deal space for your buyer.

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  • HubSpot

    Northwind Logistics · $48,000 · 100 seats

  • Granola

    “Discussed a discount for a 3 year term.”

  • Your library

    Case study: 42% less manual effort

Brand
Reading the dealveew.ai/p/northwind-logistics
Northstar Software
Proposal

A plan to help Northwind Logistics move faster

Prepared for
Northwind Logistics
Prepared by
Alex Rivera, Account Executive · Northstar Software

Prepared exclusively for Northwind Logistics by Northstar Software.

September 2, 2026
01

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
02

Where Northwind Logistics is today

From our conversations, three things stood out.

    01

    Too much manual work

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

    02

    Fragmented tools

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

    03

    Hard to see what's working

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

03

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.

04

What it looks like

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.]

05

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]
06

Investment

Two ways to start. Both include onboarding, training, and your dedicated success partner.

Platform subscription

Everything below, for your whole team.

    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.

07

From signature to value

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

01
Week 1

Kickoff & setup

Goals, success metrics, admin setup, integrations connected.

02
Weeks 2–4

Pilot

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

03
Weeks 5–10

Rollout

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

04
Ongoing

Optimize

Quarterly reviews against the metrics we set together.

08

Your team at Northstar Software

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

AR

Alex Rivera

Account Executive

Your primary point of contact through the evaluation and beyond.

09

Next steps

Here's how we get started.

    1

    Confirm the package

    Reply to this proposal or use the button below.

    2

    Kickoff call

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

    3

    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.

10

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.


One link for the whole deal

The deal space builds itself. You just keep sending.

Publish a proposal and the deal gets a branded page at one link. Send the deck next week and it lands there too, newest first, with a short introduction Veew writes for the buyer. Nothing to set up, nothing to keep in sync, and the link you pasted into the first email is still the right one on the last day of the deal.

  • Your logo, colours, and type, from the same brand kit as the documents
  • Every document keeps its own link, password, expiry, and tracking
  • Turn it off per deal; unpublish a document and it leaves on its own

How the deal space works →

Live renderveew.ai/s/northwind-logistics
Northstar3 documents
Prepared for
Northwind Logistics

Everything we have put together for Northwind's platform rollout, in one place. As the plan firms up, the newest version is always the one at the top.

Latest
Proposal
A plan to help Northwind move faster
Shared September 4
Also shared
Northwind × Northstar: platform rollout
Sales deck · Shared August 28
Why Northstar for Northwind
Accepted
ARAlex Rivera, Account ExecutiveMade with Veew

The context is already there

Stop rebuilding every sales proposal from scratch.

The customer is already in your CRM. The conversation is already in your meeting notes. Your best messaging, case studies, and proof already exist. Veew brings it all together, so the proposal, the sales deck, and the one-pager get written without copying, pasting, or another giant AI prompt.

Your CRM
Company, contacts, deal amount, stage
Your meeting notes
What they said, asked, and agreed to
Your sales content
Templates, case studies, pricing, brand
Veew brings it together
One click, no re-explaining the deal
Proposal
Sales deck
One-Pager

From call to collateral

Pick the deal. Veew already knows the rest.

Veew turns the context already living across your sales process into polished, customer-specific content. You decide when and what to create. It never runs off on its own.

Connect your sales tools

Connect your CRM and meeting notes once. Veew keeps the customer, opportunity, contacts, and conversations together.

Choose the deal

Search for a company, contact, or opportunity. Veew pulls in the relevant CRM data and recent customer conversations.

Choose what to create

Generate a proposal, sales deck, or one-pager. Add an optional instruction if you want to emphasize something specific.

Review and send

Get a polished first draft, make a few edits or ask Veew for changes, then share. Every document you publish lands at the buyer's one link for the deal.


Deal-aware AI

An AI proposal generator that knows the deal. Not just the prompt.

Generic AI knows what you typed. Veew knows the deal: the goals, objections, and next steps from your CRM and call notes, plus the case studies, pricing, and brand you have approved. The draft reads like the rep who had the conversation wrote it.

  • Every claim traces to your approved library. Nothing invented.
  • Layout and brand are handled. Reps pick, never drag.
  • Ask for changes in plain English.

How deal-aware AI works →

Your CRMHubSpot deal
The callGranola notes
Your libraryApproved proof
Proposal · draft
A plan to help Northwind move faster
Written in 48s
  1. From the deal recordPrepared for Dana Whitfield, VP Operations. 100 seats, decision by end of quarter.
  2. From Tuesday's callThe three-year term only works if onboarding is finished before Q1, so the plan starts there.
  3. Approved case studyMeridian Freight cut manual dispatch effort by 42% in its first quarter on the platform.
  4. From Tuesday's callNext step: the security review with Priya, then a two-week pilot at the Dallas hub.

Every sentence traces to the deal or your library. Nothing is invented.

Built to finish, not start

Get to 90% done in one click.

A polished first draft, then the last 10% in plain English.

Focus more on implementation.
Make this more executive.
Address their security concerns.
Use a more relevant case study.
Cut this down to eight slides.

One deal. Multiple moments.

Sales proposals, sales decks, and one-pagers. From one deal.

The same customer context powers the content you need throughout the sales process: same deal, same brand, same proof, and all of it at the buyer's one link.


Works where your deals already live

Connect once. Stop copying and pasting forever.

Veew is built to connect the systems that already know your customer. Start with your CRM and meeting notes, then let Veew turn that context into the content your sales team needs. Connected today: HubSpot, Salesforce, Granola, and Fathom.

HubSpotSalesforcePipedriveAttioCloseGranolaFathomFirefliesZoomGoogle MeetRead AItl;dvAvomaMicrosoft TeamsSlack

No integration? No problem: enter deal details manually and Veew does the rest. Want a connector that isn't here? Tell us at hello@veew.ai.

Explore integrations →


The honest breakdown

How Veew compares

Proposal software, AI presentation makers, and Veew solve different parts of the problem. Here's the honest breakdown.

CapabilityProposal tools
PandaDoc, Qwilr, Proposify
AI deck tools
Gamma, Beautiful.ai, Pitch
Veew
AI writes a proposal for this specific deal No Partial Yes
Knows your CRM deal, contacts & pricing Yes No Yes
Drafts from what was said on the sales call No No Yes
Cites only your approved case studies & proof No No Yes
Design system that keeps every doc on-brand Partial Yes Yes
Pricing tables, packages & line items Yes No Yes
Proposal, deck & one-pager from the same deal No No Yes
One link that collects every document on the deal No No Yes
Trackable link and pixel-perfect PDF Partial Partial Yes
Simple per-seat pricing, no AI credits Partial No Yes

Based on public product documentation as of August 2026. Tools evolve: we'll keep this current.


Questions

Frequently asked questions

What is Veew?

Veew is deal-aware AI for sales content. Connect your CRM and meeting notes (or enter deal details manually), pick the deal, and Veew creates a personalized proposal, sales deck, or one-pager grounded in what the customer actually said, using your brand, your pricing, and your approved case studies. Every document publishes as a trackable link and a pixel-perfect PDF, and every document on a deal lands at the buyer's one link for that deal.

What is a deal space?

One branded link per deal that collects every document you publish for that customer, newest first, with a short introduction Veew writes for them. You never set it up: it exists the moment you publish the first document, and each later document lands there on its own. Single-document links keep working alongside it.

How is Veew different from PandaDoc, Qwilr, or Gamma?

Proposal tools give you templates and merge fields but not real AI writing or design. AI deck tools make beautiful slides but don't know your deal, your pricing, or your proof. Veew does both: deal-aware AI that writes the story, a design system that keeps every document on-brand, and a link plus a pixel-perfect PDF from the same source.

Do I have to write a big prompt to get good output?

No. Generic AI only knows what you type into the box. Veew understands the opportunity behind the content: the customer's goals, pain points, requirements, stakeholders, objections, and timeline. There's an optional instruction field when you want to emphasize something specific, but the deal itself is the prompt.

Will the AI make up customers or statistics?

No. Veew only cites proof you've approved in your library: case studies, testimonials, and stats you control. If there's no proof for a claim, it doesn't invent one.

Does Veew integrate with HubSpot and other sales tools?

Veew is built to connect your CRM and meeting notes: HubSpot, Salesforce, Granola, and Fathom today. Pick a deal and the company, contacts, deal data, and recent conversations come with it, no copying and pasting. More CRMs and notetakers (Pipedrive, Attio, Close, Fireflies) are on the roadmap, and you can always enter deal details manually with no integration at all.

Can Veew write a proposal from my call notes?

Yes. Connect Granola or Fathom, or paste the notes onto the deal, and Veew drafts the proposal around what the customer actually said: their priorities, objections, and agreed next steps. The document sounds like the conversation, not like a template. See the Granola or Fathom integration pages for how the notes flow in.

Is Veew a PandaDoc or Qwilr alternative?

For sales teams, yes. PandaDoc and Qwilr give you templates, merge fields, and links; Veew adds AI that writes each proposal from the deal, a design system that keeps every document on-brand, sales decks from the same source, and a deal space that collects everything for the buyer. E-signature is the one thing they have that Veew does not. The compare pages go through both side by side.

Is Veew a digital sales room?

It solves the same problem from the other direction. A digital sales room is a container a rep has to build and fill, which is why most sit half empty. A Veew deal space is a view over the documents you were sending anyway: it exists the moment you publish the first one, every later document lands there on its own, and the buyer's one link stays current until the deal closes.

Can I export a PDF or PowerPoint?

Every proposal is a hosted, trackable web link and a PDF rendered from the exact same design, so what your prospect downloads matches what they see online. Sales decks will also export to PowerPoint (PPTX) for teams that need a file.

Do I need design skills or a proposal template?

No. Veew ships with professionally designed templates and layout variants for every section. You choose a look and your brand kit; the design system handles the rest, so every proposal looks like your best one without a designer.

When can I use it?

Now. Create an account and start with your first deal on the Free plan; no card needed. Starter and Team are on the pricing page and you can upgrade from your workspace settings whenever the team needs it.

Give your prospects a better Veew of what you can do

Finish the call. Let Veew take it from there.

Connect your sales tools, choose an opportunity, and turn everything you already know into polished, customer-specific sales content in minutes, all at one link the buyer keeps. Veew is early, and we're building it alongside the teams using it today.

Start free

Free plan, no card required.

Built for founders selling their first hundred deals, AEs at growing SaaS and services companies, and RevOps leads who want every proposal on-brand. See who Veew is built for →

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