March 2026

Contract Management

A complete contract lifecycle management system is now available, giving teams full visibility from contract creation through renewal.

•       Create, edit, and activate contracts with full line-item detail, usage tiers, and amendment tracking

•       Clone existing contracts to quickly spin up new agreements

•       Compare contracts side-by-side with the new Diff View, highlighting what changed between versions

•       Contracts lock automatically after execution, preventing accidental edits

•       Upload and attach documents directly to contracts

•       Purchase order (PO) field available on orders and contracts

•       View contract details and amendments directly from the opportunity page

Renewal Workflow

Streamlined renewal workflows help teams proactively manage upcoming renewals without leaving Veles.

•       Create renewal opportunities directly from expiring contracts

•       Import all renewals for a company in one click

•       New Renewal Report in the Calculator tracks upcoming contract renewals

Quoting & Pricing Improvements

Enhancements to the quoting experience make it faster and more flexible to build accurate proposals.

•       New Quote Type picker on the opportunity sidebar for quicker configuration

•       Proration support — automatically calculate prorated pricing based on service start dates

•       Quantity validation rules added to quote validation for better guardrails

•       Currencies are now sorted alphabetically in the option editor

•       Monthly billing frequency now displays “/month” on line items for clarity

•       Improved precision for percent-of pricing models

•       Shared driver quantities are now editable directly in the quote builder

Formula & Rules Engine

The rules engine is now significantly more powerful, with formula-based validation and AI assistance.

•       New formula validation rule type — write custom formulas to enforce pricing and quoting policies

•       AI-powered formula generation helps you write rules using natural language

•       Formula editor with syntax highlighting, variable references, and real-time validation

•       Support for phase-level, quote-level, and UOM variables in formulas for multi-year pricing scenarios

•       Recurring discount now available as a rule fact

•       Use “None” in rule subconditions for more flexible matching

Product Catalog

Better tools for managing and filtering your product catalog.

•       New Product Filters let you control which products are visible to specific users or teams

•       Improved product filter UI with an easier configuration experience

•       Charges can now be soft-deleted (archived) instead of permanently removed

•       One-time product addition behavior for products that should only appear once per quote

•       Charge default quantity must now be greater than zero, preventing configuration errors

CRM Integrations

Salesforce

•       New Actions page with pagination for monitoring Salesforce sync jobs

•       SFDC User field mapping and sync for Product Filters

•       Redesigned Salesforce General settings page

•       Dry Run mode for Built Push — preview what will sync before committing

•       Improved Built Push with per-line-item logging for easier troubleshooting

HubSpot

•       HubSpot company details now shown on the Company page with direct “Open in HubSpot” links

•       Automatic incremental company sync runs hourly to keep data fresh

•       Faster company sync using the Salesforce Bulk API for large datasets

Stripe Billing

•       Tiered pricing from Stripe is now displayed on subscription cards

•       Tiered pricing items are included in MRR calculations

Gong

•       New Gong integration — call summaries sync automatically and display in-app

•       Gong widget embedded on opportunity pages for quick access to call recordings

Companies & Accounts

•       Account revenue information now visible on the Company page

•       Filter companies by customer status or assigned user

•       Sync Company button for on-demand CRM data refresh

•       Contracted count displayed on company records

•       Background job logs embedded on the Company page for transparency

•       Account names are now editable

Custom Fields

•       Custom fields now supported on User records

•       Descriptions can be added to custom fields for documentation

•       New Object Fields admin page for managing field configurations

•       Custom attributes flow through to contract lines

Administration & Platform

•       New Advanced Features page for managing account capabilities

•       Mission Control: search users, paginated user lists, and account deactivation/reactivation

•       Approvals can now be enabled or disabled at the account level

•       AI features can be toggled per account

•       DOCX template generation toggled per account

•       Upgraded to GPT-5 models for AI-powered features

•       Redesigned 404 error page

•       New loading spinners throughout the application

Customer Portal

•       Portal now displays the correct total contract value

•       Discount breakouts visible in the portal when enabled

•       Lines from products outside your visibility are now surfaced on quotes