Veew + Pipedrive
Proposal software built for Pipedrive.
Your deal already knows the organization, the person, and the number. Veew turns it into a personalized, on-brand proposal or sales deck, and notes the engagement back on the deal.
Deal in, document out
From Pipedrive deal to sent proposal in minutes.
- Company
- Northwind Logistics
- Contact
- Dana Whitfield, VP Operations
- Amount
- $48,000 · 120 seats
- Stage
- Proposal
Pick the deal
Search any deal by title or organization: the organization, linked person, value, 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 deal and your discovery notes, laid out in your brand, citing your approved proof.
Activity flows back
Sends and accepts land as notes on the deal, 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 note in the deal timeline and four custom fields on the deal. Value, stage, expected close date, and your persons are never touched. Nothing is installed in your account, and any admin can revoke the connection from Pipedrive's settings.
- OAuth 2.0 sign-in, revocable from Marketplace apps in Pipedrive
- Map any standard or custom field on deals, organizations, and persons
- Your local edits survive a refresh from Pipedrive
- Works on every Pipedrive plan, the trial included
No plan requirement: the API is on every Pipedrive tier.
Better together
Pipedrive for the pipeline. Your notetaker for the conversation.
Pair the Pipedrive integration with Granola or Fathom meeting notes and proposals reflect both the record and the conversation: the deal sets the frame, what the buyer said writes the story.
Veew + Pipedrive FAQ
How does Veew work with Pipedrive?
Connect once with your Pipedrive login, then pick any deal. The organization, the linked person, and the deal data come into Veew automatically, the AI writes a proposal or deck for that prospect, and when it goes out Veew adds a note to the deal 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 Pipedrive?
One note per send and per accept, and its own four custom deal fields. It never edits value, stage, expected close date, persons, or any field you mapped. Veew creates the four fields for you when the connecting user is a Pipedrive admin; otherwise your admin adds them once and Veew picks them up by name.
What Pipedrive data does Veew read?
The deal, its organization, and, only if you map a contact field, the linked person. Which fields come across is up to you: standard and custom fields on all three can be mapped to Veew fields under Settings → Fields.
Do I need a particular Pipedrive plan?
No. The API is available on every Pipedrive plan, so Veew connects to Essential, Advanced, Professional, Power, and Enterprise accounts alike.
Is Veew in the Pipedrive Marketplace?
Veew connects through Pipedrive's standard OAuth sign-in, the same way Marketplace apps do; nothing is installed in your account and any admin can revoke it from Settings → Tools and apps → Marketplace apps. A Marketplace listing is on the way.
What about meeting notes?
Pair Pipedrive with the Granola or Fathom integration and your call notes feed the narrative too: the proposal reflects both the deal record and what was actually said.
Built for Pipedrive teams
Your deals are ready. Your proposals aren't: yet.
Start free and generate a proposal from one of your real Pipedrive deals in minutes.
Free plan, no card required.